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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

258 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-8
Holders Change %
-3.01%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
74
Reduced
102
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.73M
3
PSCM
Per Stirling Capital Management
Texas
+$9.04M
4
CIA
Concurrent Investment Advisors
Florida
+$6.38M
5
Ameriprise
Ameriprise
Minnesota
+$4.79M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Lionshead Wealth Management
New York
$316K -$264K -8,723 -46%
CA
177
CGN Advisors
Kansas
$312K -$53.8K -1,775 -15%
EWA
178
EverSource Wealth Advisors
Alabama
$292K -$39.4K -1,301 -12%
WDL
179
Well Done LLC
Michigan
$280K -$20.3K -747 -7%
TPWA
180
TRUE Private Wealth Advisors
Oregon
$280K +$280K +9,239 New
MHR
181
Matthew Hamilton Rosenberg
$280K – – –
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$274K -$4.26M -140,617 -94%
VA
183
Valmark Advisers
Ohio
$268K -$18.5K -610 -6%
DWT
184
Dorsey & Whitney Trust
South Dakota
$258K – – –
5W
185
5T Wealth
California
$255K -$80.5K -2,657 -24%
TF
186
Theory Financial
Colorado
$248K -$6.49K -214 -3%
RFP
187
RCS Financial Planning
Maryland
$246K -$15.2K -503 -6%
MPW
188
Magnolia Private Wealth
Pennsylvania
$237K – – –
CWP
189
Cyndeo Wealth Partners
Florida
$235K -$62K -2,045 -21%
KPWS
190
Kestra Private Wealth Services
Texas
$233K +$233K +7,682 New
WC
191
Weil Company
California
$232K -$2.74M -90,438 -92%
TSS
192
Two Sigma Securities
New York
$225K +$225K +7,432 New
Wealthfront Advisers
193
Wealthfront Advisers
California
$224K +$224K +7,401 New
LSA
194
Lansing Street Advisors
Pennsylvania
$222K +$222K +7,312 New
Citadel Advisors
195
Citadel Advisors
Florida
$221K -$103K -3,388 -32%
FA
196
Fiduciary Alliance
South Carolina
$215K +$215K +7,103 New
SPI
197
Sutton Place Investors
New York
$214K +$214K +7,068 New
SWM
198
Spire Wealth Management
Virginia
$212K -$4K -132 -2%
MOS
199
MGO One Seven
Ohio
$211K -$131K -4,311 -38%
CF
200
Clarity Financial
Texas
$202K +$202K +6,657 New
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