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iShares MSCI Intl Value Factor ETF
IVLU

281 hedge funds and large institutions have $1.99B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

74% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $1.74B → $1.99B (+$255M)

8% more funds holding

Funds holding: 259 → 281 (+22)

0.07% more ownership

Funds ownership: 87.45% → 87.52% (+0.07%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
281
Holders Change
+22
Holders Change %
+8.49%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
45
Increased
120
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$23.2M
2
EWA
EP Wealth Advisors
California
+$18.9M
3
HCA
Heck Capital Advisors
Wisconsin
+$10.7M
4
PAS
Park Avenue Securities
New York
+$9.58M
5
HIP
HUB Investment Partners
Texas
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
2
FIM
Freedom Investment Management
Connecticut
-$14.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.49M
4
KW
KWB Wealth
California
-$4.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
201
Theory Financial
Colorado
$276K +$6.39K +203 +2%
BCM
202
Becker Capital Management
Oregon
$272K +$260K +8,255 New
CA
203
Claro Advisors
Massachusetts
$270K +$258K +8,206 New
BWM
204
Baron Wealth Management
Michigan
$265K +$253K +8,052 New
CWP
205
Cyndeo Wealth Partners
Florida
$263K +$7.99K +254 +3%
MPW
206
Magnolia Private Wealth
Pennsylvania
$257K – – –
CPC
207
Cookson Peirce & Co
Pennsylvania
$256K +$245K +7,793 New
PFS
208
Prospera Financial Services
Texas
$253K +$242K +7,679 New
SPI
209
Sutton Place Investors
New York
$244K +$11.2K +355 +5%
LSA
210
Lansing Street Advisors
Pennsylvania
$238K -$2.04K -65 -0.9%
QPWM
211
Quadrant Private Wealth Management
Pennsylvania
$236K +$226K +7,174 New
FA
212
Fiduciary Alliance
South Carolina
$234K +$786 +25 +0.4%
VA
213
Valmark Advisers
Ohio
$234K -$53.8K -1,709 -19%
SWM
214
Spire Wealth Management
Virginia
$232K +$1.6K +51 +0.7%
GS
215
GTS Securities
New York
$214K +$205K +6,513 New
BW
216
Blalock Williams
Alabama
$207K +$198K +6,297 New
ECM
217
Elgethun Capital Management
South Dakota
$202K -$4.63K -147 -2%
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$169K +$3.49K +111 +2%
AC
219
AlphaCore Capital
California
$168K – – –
SWA
220
SOA Wealth Advisors
New York
$161K +$154K +4,883 New
EWA
221
Elevate Wealth Advisory
Georgia
$137K +$2.93K +93 +2%
Citigroup
222
Citigroup
New York
$131K – – –
NRC
223
New Republic Capital
North Carolina
$121K – – –
ST
224
Smithfield Trust
Pennsylvania
$115K – – –
PS
225
Principal Securities
Iowa
$103K +$35.9K +1,140 +57%
7 8
9
10 11

IVLU Hedge Fund Activity: Q2 2025 in Review

281 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Value Factor ETF (IVLU) for Q2 2025, worth a combined $1.99B — up 15% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IVLU positions and 21 closed out — a net gain of 24 holders — while 120 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $23.2M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.

  • 281 institutional investors held iShares MSCI Intl Value Factor ETF (IVLU) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $1.99B of iShares MSCI Intl Value Factor ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 45 funds opened new iShares MSCI Intl Value Factor ETF positions in Q2 2025 and 21 closed out, a net change of +24 holders.
  • The largest iShares MSCI Intl Value Factor ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $23.2M added.
  • The largest iShares MSCI Intl Value Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.