Who Owns iShares MSCI Intl Value Factor ETF (IVLU)?Hedge Fund & Institutional Holders

$39.51+0.62 (+1.59%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$26.64$30.73$34.83$38.92$43.01Sep 24Jun 25Mar 26

IVLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Savvy Advisors, Inc.New Position+1.4M+$55.1B
BANK OF AMERICA CORP /DE/Increased+146K+$46.0B
Kathmere Capital Management, LLCNew Position+810K+$30.8B
AMERIPRISE FINANCIAL INCIncreased+633K+$25.0B
Heck Capital Advisors, LLCNew Position+412K+$15.7B
CAPITAL ADVISORS INC/OKNew Position+390K+$14.8B
Alliance Wealth Advisors, LLC /UTIncreased+352K+$13.5B
Ashton Thomas Private Wealth, LLCNew Position+308K+$11.7B
Farrow Financial, Inc.New Position+282K+$10.7B
ATLAS CAPITAL ADVISORS INC.New Position+274K+$10.4B
Cobblestone Asset Management LLCNew Position+219K+$8.3B
RHS Financial, LLCNew Position+188K+$7.2B
UBS Group AGIncreased+158K+$6.4B
ShoreHaven Wealth Partners, LLCNew Position+135K+$5.1B
SAXON INTERESTS, INC.New Position+110K+$4.2B

IVLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-15.8M-$569.5B
Integrated Wealth Concepts LLCDecreased-12K-$14.5B
Freedom Investment Management, Inc.Decreased-23K-$12.9B
Plancorp, LLCDecreased-4K-$11.4B
OLD MISSION CAPITAL LLCClosed Position-226K-$8.0B
TLT Family Holdco ULCDecreased-236K-$7.9B
NewEdge Advisors, LLCDecreased-413-$5.1B
KWB WealthDecreased-215K-$4.1B
ROYAL BANK OF CANADADecreased-46K-$2.7B
Mariner, LLCDecreased-5K-$1.6B
IHT Wealth Management, LLCDecreased-29K-$1.6B
CITADEL ADVISORS LLCClosed Position-37K-$1.3B
Quantinno Capital Management LPDecreased-4K-$1.2B
Bank Julius Baer & Co. Ltd, ZurichDecreased-23K-$1.2B
STIFEL FINANCIAL CORPDecreased-27K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC7,150,218$272.0B13.87%Share
2MERCER GLOBAL ADVISORS INC /ADV3,663,188$139.0B211.89%Share
3JPMORGAN CHASE & CO3,335,513$126.0B7.91%Share
4Savvy Advisors, Inc.1,448,020$55.1B1.78%Share
5JPMORGAN CHASE & CO1,174,904$44.0B2.76%Share
6Focus Partners Wealth1,051,577$40.0B45.59%Share
7AMERIPRISE FINANCIAL INC1,027,389$39.0B8.81%Share
8Kathmere Capital Management, LLC810,176$30.8B2.08%Share
9BANK OF AMERICA CORP /DE/721,367$27.0B1.96%Share
10KWB Wealth584,574$22.2B2.11%Share
11VICTORY FINANCIAL GROUP, LLC580,594$22.1B2.78%Share
12BANK OF AMERICA CORP /DE/516,686$19.0B1.38%Share
13OSAIC HOLDINGS, INC.440,198$16.0B23.38%Share
14Heck Capital Advisors, LLC412,164$15.7B1.17%Share
15CAPITAL ADVISORS INC/OK390,271$14.8B239.10%Share
16Foster Group, Inc.384,928$14.6B0.44%Share
17Alliance Wealth Advisors, LLC /UT377,992$14.4B3.11%Share
18High Probability Advisors, LLC368,371$14.0B1.87%Share
19INVENIO WEALTH PARTNERS LLC342,113$13.0B4.84%Share
20OneDigital Investment Advisors LLC346,731$13.0B127.41%Share
21Ashton Thomas Private Wealth, LLC308,173$11.7B0.29%Share
22UBS Group AG297,826$11.3B1.84%Share
23Per Stirling Capital Management, LLC.296,357$11.3B1.27%Share
24Farrow Financial, Inc.281,837$10.7B6.16%Share
25ATLAS CAPITAL ADVISORS INC.273,554$10.4B1.16%Share
26IRONWOOD WEALTH MANAGEMENT, INC.262,899$10.3B4.60%Share
27Trust Point Inc.235,075$8.9B0.71%Share
28Cobblestone Asset Management LLC218,868$8.3B3.74%Share
29Aptus Capital Advisors, LLC212,809$8.0B57.30%Share
30Trust Point Inc.203,816$7.8B0.61%Share
31RHS Financial, LLC188,106$7.2B3.49%Share
32RAYMOND JAMES FINANCIAL INC202,541$7.0B2.18%Share
33Rockefeller Capital Management L.P.206,319$7.0B12.60%Share
34Private Advisor Group, LLC207,695$7.0B32.93%Share
35STIFEL FINANCIAL CORP198,623$7.0B6.30%Share
36TLT Family Holdco ULC172,700$6.6B0.72%Share
37CoreFirst Bank & Trust162,526$6.2B3.34%Share
38Parallel Advisors, LLC170,568$6.0B109.77%Share
39IFP Advisors, Inc164,417$6.0B0.13%Share
40ShoreHaven Wealth Partners, LLC134,740$5.1B1.84%Share
41Prosperity Planning, Inc.132,594$5.0B1.32%Share
42JPMORGAN CHASE & CO141,977$5.0B0.31%Share
43GOLDMAN SACHS GROUP INC157,624$5.0B0.62%Share
44RAYMOND JAMES FINANCIAL INC155,334$5.0B1.56%Share
45SCS Capital Management LLC115,976$4.4B46.75%Share
46SAXON INTERESTS, INC.109,980$4.2B1.47%Share
47SAGESPRING WEALTH PARTNERS, LLC109,008$4.1B75.35%Share
48Phoenix Financial Ltd.118,249$4.0B43.35%Share
49COMMONS CAPITAL, LLC96,104$3.7B2.45%Share
50PMG Wealth Management, Inc.91,900$3.5B2.56%Share

IVLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025329$1.3T+157
Q3 2025172$1.4T-82
Q2 2025254$1.1T-1
Q1 2025255$1.2T+30
Q4 2024225$10.1T+64
Q3 2024161$193.3T+9
Q2 2024152$213.9T+2
Q1 2024150$219.7T—

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As of Q4 2025, 50 institutional investors hold IVLU (iShares MSCI Intl Value Factor ETF). The largest holder is FMR LLC with $272.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IVLU?

As of Q4 2025, 50 institutional investors report holding IVLU (iShares MSCI Intl Value Factor ETF) in their 13F filings.

Who is the largest institutional holder of IVLU?

The largest institutional holder of IVLU is FMR LLC with $272.0B in shares.

Is institutional ownership of IVLU increasing or decreasing?

This quarter, 11 institutions opened new positions in IVLU and 2 closed their positions.