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iShares MSCI Intl Value Factor ETF
IVLU

Overview Fund Activity

279 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, 120 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+21
Holders Change %
+8.14%
% of All Funds
3.74%
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
120
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$24.2M
2
EWA
EP Wealth Advisors
California
+$19.8M
3
HCA
Heck Capital Advisors
Wisconsin
+$11.2M
4
PAS
Park Avenue Securities
New York
+$10M
5
HIP
HUB Investment Partners
Texas
+$8.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21M
2
FIM
Freedom Investment Management
Connecticut
-$15.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.83M
4
KW
KWB Wealth
California
-$3.96M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
176
Capital Performance Advisors
California
$468K -$1.91K -58 -0.4%
D
177
Dentgroup
Louisiana
$463K +$32K +973 +7%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$456K +$73.6K +2,239 +19%
CW
179
CreativeOne Wealth
Kansas
$448K +$20.3K +617 +5%
LWM
180
LJI Wealth Management
Indiana
$428K – – –
KRW
181
Kaufman Rossin Wealth
Florida
$421K – – –
CWMA
182
Capstone Wealth Management (Alabama)
Alabama
$421K +$6.35K +193 +2%
FW
183
FullCircle Wealth
Texas
$401K +$401K +12,050 New
CFO
184
Collective Family Office
Pennsylvania
$397K – – –
AWM
185
Ariadne Wealth Management
California
$381K -$3.49K -100 -0.9%
WDL
186
Well Done LLC
Michigan
$340K – – –
VFA
187
Valeo Financial Advisors
Indiana
$339K -$39.5K -1,200 -10%
EWA
188
EverSource Wealth Advisors
Alabama
$339K +$22.3K +677 +7%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$337K +$39.7K +1,207 +13%
RW
190
Ridgeline Wealth
Arizona
$334K -$258K -7,840 -44%
MOS
191
MGO One Seven
Ohio
$331K +$101K +3,086 +44%
CA
192
CGN Advisors
Kansas
$322K -$16.5K -502 -5%
RFP
193
RCS Financial Planning
Maryland
$319K +$52K +1,581 +19%
MHR
194
Matthew Hamilton Rosenberg
$301K -$2.11K -64 -0.7%
5W
195
5T Wealth
California
$294K +$17.4K +529 +6%
MFG
196
Merit Financial Group
Georgia
$294K -$68.1K -2,072 -19%
AIA
197
Accelerate Investment Advisors
California
$282K +$282K +8,567 New
CIA
198
Choate Investment Advisors
Massachusetts
$281K +$281K +8,552 New
DWT
199
Dorsey & Whitney Trust
South Dakota
$280K – – –
TF
200
Theory Financial
Colorado
$276K +$6.69K +203 +2%
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