iShares MSCI Intl Value Factor

IVLU • ARCA

iShares MSCI Intl Value Factor is an exchange-traded fund on ARCA. As of Q3 2025, 280 institutional investors hold shares in this ETF, with total holdings valued at $2.1B. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the largest holder with a position valued at $569.5M.

Overview

Overview of institutional ownership in IVLU as of Q3 2025

All Institutions

Institutions: 280
Value Held: $2.1B
Shares Held: 58.7M
Avg Position: $7.4M
Median Position: $783.8K

Hedge Funds

Hedge Funds: 4
Value Held: $6.0M
Shares Held: 169.5K
Avg Position: $1.5M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in IVLU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$569.5M 0.38% of portfolio	16.1M shares	Q4 2022 Held for 2y 11m	$149.83B
FMR LLC Institution	-	$259.1M 0.01% of portfolio	7.3M shares	Q4 2022 Held for 2y 11m	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$168.1M 0.01% of portfolio	4.7M shares	Q1 2023 Held for 2y 8m	$1.56T
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$132.7M 0.22% of portfolio	3.7M shares	Q2 2024 Held for 1y 5m	$59.9B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$38.8M 0.00% of portfolio	1.1M shares	Q4 2022 Held for 2y 11m	$1.33T
C Colony Group, LLC Institution	-	$37.0M 0.06% of portfolio	1.0M shares	Q3 2024 Held for 1y 2m	$61.0B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$33.4M 0.00% of portfolio	942.7K shares	Q4 2022 Held for 2y 11m	$1.65T
Savvy Advisors, Inc. RIA/Wealth	Ritik (Nmn) Malhotra CEO	$29.5M 1.36% of portfolio	830.6K shares	Q4 2023 Held for 1y 11m	$2.2B
Kathmere Capital Management, LLC RIA/Wealth	Michael P Mcdermott President	$28.4M 2.02% of portfolio	799.4K shares	Q4 2022 Held for 2y 11m	$1.4B
L LPL Financial LLC Institution	-	$27.1M 0.01% of portfolio	764.3K shares	Q4 2022 Held for 2y 11m	$340.07B

Net Capital Flow

Institutional buying and selling activity for IVLU in Q3 2025

Traded: +$20.7M
Buyers: 114
Sellers: 125
Total Bought: +$211.7M
Total Sold: −$191.0M
Avg Position: $6.9M

Biggest Buyers

Institution	Net Bought	Current Position
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$26.0M +733.2K shares	$569.5M 16.1M shares
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	+$20.4M +574.4K shares	$20.4M 574.4K shares
Beacon Harbor Wealth Advisors, Inc. RIA/Wealth	+$12.1M +340.6K shares	$12.1M 340.6K shares
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	+$11.7M +328.7K shares	$12.3M 345.5K shares
KWB Wealth RIA/Wealth	+$11.1M +337.3K shares	$26.3M 799.5K shares
Cobblestone Asset Management LLC RIA/Wealth	+$9.2M +259.2K shares	$9.2M 259.2K shares
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth	+$9.0M +252.7K shares	$9.0M 252.7K shares
Meridian Financial Partners LLC RIA/Wealth	+$8.6M +179.4K shares	$8.6M 240.6K shares
O OLD MISSION CAPITAL LLC Institution	+$8.0M +226.4K shares	$8.0M 226.4K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$7.2M +-1.7K shares	$7.2M 203.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$131.2M −3.7M shares	$21.1M 594.3K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$14.1M −396.5K shares	$132.7M 3.7M shares
FMR LLC Institution	−$8.0M −226.0K shares	$259.1M 7.3M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$5.3M −149.0K shares	$1.3M 36.8K shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$3.2M −96.3K shares	Sold Off 0 shares
H Heck Capital Advisors, LLC RIA/Wealth	−$3.1M −88.1K shares	$9.4M 264.8K shares
Angeles Investment Advisors, LLC Fund of Funds	−$2.6M −77.7K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$2.2M −60.9K shares	$8.0M 223.5K shares
Concurrent Investment Advisors, LLC RIA/Wealth	−$2.1M −58.9K shares	$8.0M 224.3K shares
R Robertson Stephens Wealth Management, LLC Institution	−$1.8M −54.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVLU in Q3 2025

New Positions: 35
New Value: $86.9M
Exited Positions: 20
Exited Value: $9.2M

New Positions

Institution	Position Value
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	$20.4M 574.4K shares
Beacon Harbor Wealth Advisors, Inc. RIA/Wealth	$12.1M 340.6K shares
Cobblestone Asset Management LLC RIA/Wealth	$9.2M 259.2K shares
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth	$9.0M 252.7K shares
Meridian Financial Partners LLC RIA/Wealth	$8.6M 240.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$7.2M 203.4K shares
E Erste Asset Management GmbH Institution	$6.5M 182.9K shares
P Phoenix Holdings Ltd. Institution	$4.2M 118.2K shares
V Vise Technologies, Inc. Institution	$2.1M 59.3K shares
Perigon Wealth Management, LLC RIA/Wealth	$1.7M 46.5K shares

Exited Positions

Institution	Previous Position
Duncan Williams Asset Management, LLC RIA/Wealth	$3.2M 96.3K shares
Angeles Investment Advisors, LLC Fund of Funds	$2.6M 77.7K shares
R Robertson Stephens Wealth Management, LLC Institution	$1.8M 54.1K shares
Verity Asset Management, Inc. RIA/Wealth	$637.7K 19.4K shares
LJI Wealth Management, LLC RIA/Wealth	$428.0K 13.0K shares
Quadrant Private Wealth Management, LLC RIA/Wealth	$236.0K 7.2K shares
BLALOCK WILLIAMS, LLC RIA/Wealth	$207.1K 6.3K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$85.5K 2.5K shares
Sunbelt Securities, Inc. RIA/Wealth	$35.7K 1.3K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	$30.4K 924.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IVLU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IVLU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Farrow Financial Inc. RIA/Wealth	Jody Lee White CFO	5.83% $10.0M	283.0K shares	Q4 2023 Held for 1y 11m	$172.3M
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	Christopher George Plummer CCO	4.51% $12.3M	345.5K shares	Q2 2025 Held for 5 months	$271.8M
IRONWOOD WEALTH MANAGEMENT, INC. RIA/Wealth	John David Williams President	4.39% $9.6M	275.9K shares	Q4 2022 Held for 2y 11m	$218.2M
Cobblestone Asset Management LLC RIA/Wealth	Richard Robert Krafcik Managing Partner	4.31% $9.2M	259.2K shares	Q3 2025 Held for 2 months	$213.5M
A Armbruster Capital Management, Inc. RIA/Wealth	Mark Edward Armbruster CEO	4.23% $24.9M	701.4K shares	Q4 2022 Held for 2y 11m	$587.6M
Meridian Financial Partners LLC RIA/Wealth	Joseph Francis Strancar President	3.56% $8.6M	240.6K shares	Q3 2025 Held for 2 months	$240.6M
C CoreFirst Bank & Trust Institution	-	3.49% $6.5M	182.1K shares	Q4 2022 Held for 2y 11m	$184.9M
Eqis Capital Management, Inc. RIA/Wealth	Robert Philip Herrmann CEO	3.42% $12.9M	363.0K shares	Q4 2023 Held for 1y 11m	$376.9M
RHS Financial, LLC RIA/Wealth	Risley Hollingsworth Sams Managing Partner	3.36% $6.4M	181.5K shares	Q1 2023 Held for 2y 8m	$191.7M
KWB Wealth RIA/Wealth	Kerrick Walter Bubb President	2.93% $26.3M	799.5K shares	Q3 2024 Held for 1y 2m	$898.8M

Hedge Fund Spotlight

Discover hedge funds investing in IVLU

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in iShares MSCI Intl Value Factor

Market Value: $1.2M
Shares Held: 34.5K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%