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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 %
BCM
201
Becker Capital Management
Oregon
$272K +$272K +8,255 New
CA
202
Claro Advisors
Massachusetts
$270K +$270K +8,206 New
BWM
203
Baron Wealth Management
Michigan
$265K +$265K +8,052 New
CWP
204
Cyndeo Wealth Partners
Florida
$263K +$8.35K +254 +3%
MPW
205
Magnolia Private Wealth
Pennsylvania
$257K – – –
CPC
206
Cookson Peirce & Co
Pennsylvania
$256K +$256K +7,793 New
PFS
207
Prospera Financial Services
Texas
$253K +$253K +7,679 New
SPI
208
Sutton Place Investors
New York
$244K +$11.7K +355 +5%
LSA
209
Lansing Street Advisors
Pennsylvania
$238K -$2.14K -65 -0.9%
QPWM
210
Quadrant Private Wealth Management
Pennsylvania
$236K +$236K +7,174 New
FA
211
Fiduciary Alliance
South Carolina
$234K +$822 +25 +0.4%
VA
212
Valmark Advisers
Ohio
$234K -$56.2K -1,709 -19%
SWM
213
Spire Wealth Management
Virginia
$232K +$1.68K +51 +0.7%
GS
214
GTS Securities
New York
$214K +$214K +6,513 New
ECM
215
Elgethun Capital Management
South Dakota
$202K -$4.84K -147 -2%
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$169K +$3.65K +111 +2%
AC
217
AlphaCore Capital
California
$168K – – –
SWA
218
SOA Wealth Advisors
New York
$161K +$161K +4,883 New
EWA
219
Elevate Wealth Advisory
Georgia
$137K +$3.06K +93 +2%
Citigroup
220
Citigroup
New York
$131K – – –
NRC
221
New Republic Capital
North Carolina
$121K – – –
ST
222
Smithfield Trust
Pennsylvania
$115K – – –
PS
223
Principal Securities
Iowa
$103K +$37.5K +1,140 +57%
TPWA
224
Twin Peaks Wealth Advisors
California
$85.5K +$85.5K +2,461 New
AF
225
Advisornet Financial
Minnesota
$84.6K +$1.48K +45 +2%
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9
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