Who Owns ISVL?
iShares International Developed Small Cap Value Factor ETF — Institutional Ownership & 13F Holdings
$50.63
+0.24 (+0.48%)
Market Cap
$58.8M
Shares Outstanding
1,198,550
Institutional Holders
14
Total Inst. Value
$4.8M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
1
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $1.4M | 37,930 |
| 2 | Valued Wealth Advisors LLCNew | $847K | 22,840 |
| 3 | Creative Planning | $740K | 19,948 |
| 4 | Glass Jacobson Investment Advisors llc | $664K | 19,347 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $407K | 10,982 |
| 6 | Aurelius Family Office LLCNew | $313K | 8,446 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLCNew | $225K | 6,058 |
| 8 | JPMORGAN CHASE & CO | $110K | 2,980 |
| 9 | UBS Group AG | $25K | 672 |
| 10 | Anchor Investment Management, LLC | $22K | 600 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valued Wealth Advisors LLCNew | +23K | $847K |
| Aurelius Family Office LLCNew | +8K | $313K |
| COMMONWEALTH EQUITY SERVICES, LLCNew | +6K | $225K |
| UBS Group AG | +663 | $25K |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLCNew | +155 | $6K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -2K | $407K |
| NewEdge Advisors, LLC | -2K | $1.4M |
| OSAIC HOLDINGS, INC. | -914 | $7K |
| JPMORGAN CHASE & CO | -788 | $110K |
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Frequently Asked Questions
How many institutional investors hold ISVL?
As of Q1 2025, 14 institutional investors report holding ISVL (iShares International Developed Small Cap Value Factor ETF) in their 13F filings.
Which hedge fund owns the most ISVL?
The largest institutional holder of ISVL is NewEdge Advisors, LLC with $1.4M in shares.
Are institutions buying or selling ISVL?
This quarter, 4 institutions opened new positions in ISVL and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.