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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

278 hedge funds and large institutions have $1.98B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
278
Holders Change
+20
Holders Change %
+7.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
44
Increased
119
Reduced
69
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$154M
2
EWA
2
EP Wealth Advisors
California
$20M
3
HCA
3
Heck Capital Advisors
Wisconsin
$11.6M
4
PAS
4
Park Avenue Securities
New York
$10M
5
HIP
5
HUB Investment Partners
Texas
$22.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M
2
FIM
2
Freedom Investment Management
Connecticut
$12M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$136M
4
KW
4
KWB Wealth
California
$14M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$504M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
176
Capital Performance Advisors
California
$468K 14,228 -58 -0.4%
D
177
Dentgroup
Louisiana
$463K 14,065 +973 +7%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$456K 13,868 +2,239 +19%
CW
179
CreativeOne Wealth
Kansas
$448K 13,619 +617 +5%
LWM
180
LJI Wealth Management
Indiana
$428K 13,014 – –
KRW
181
Kaufman Rossin Wealth
Florida
$421K 12,813 – –
CWMA
182
Capstone Wealth Management (Alabama)
Alabama
$421K 12,811 +193 +2%
FW
183
FullCircle Wealth
Texas
$401K 12,050 +12,050 New
CFO
184
Collective Family Office
Pennsylvania
$397K 12,078 – –
AWM
185
Ariadne Wealth Management
California
$381K 10,910 -100 -0.9%
WDL
186
Well Done LLC
Michigan
$340K 10,341 – –
VFA
187
Valeo Financial Advisors
Indiana
$339K 10,322 -1,200 -10%
EWA
188
EverSource Wealth Advisors
Alabama
$339K 10,321 +677 +7%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$337K 10,253 +1,207 +13%
RW
190
Ridgeline Wealth
Arizona
$334K 10,160 -7,840 -44%
MOS
191
MGO One Seven
Ohio
$331K 10,061 +3,086 +44%
CA
192
CGN Advisors
Kansas
$322K 9,805 -502 -5%
RFP
193
RCS Financial Planning
Maryland
$319K 9,708 +1,581 +19%
MHR
194
Matthew Hamilton Rosenberg
$301K 9,160 -64 -0.7%
5W
195
5T Wealth
California
$294K 8,948 +529 +6%
MFG
196
Merit Financial Group
Georgia
$294K 8,936 -2,072 -19%
AIA
197
Accelerate Investment Advisors
California
$282K 8,567 +8,567 New
CIA
198
Choate Investment Advisors
Massachusetts
$281K 8,552 +8,552 New
DWT
199
Dorsey & Whitney Trust
South Dakota
$280K 8,500 – –
TF
200
Theory Financial
Colorado
$276K 8,377 +203 +2%
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8
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