ETF Holders

Who owns IVLU?

International

iShares Edge MSCI Intl Value Factor ETF · iShares

378 institutions reported holding IVLU, worth $3.1B, in Form 13F filings for June 30, 2026.

13F holders
378
Institutional value
$3.1B
Change from prior quarter
+9.3%
+$266.0M, with price moves
New and sold-out firms
48 / 32
130 added, 116 trimmed

Top 10 institutional holders of IVLU

FirmLocationValueSharesChange
Northwestern Mutual Wealth Management CoMilwaukee, WI$779.5M18,638,395+451,689 shares
FMR LLCBoston, MA$292.0M6,983,481+799 shares
JPMorgan Chase & CoNew York, NY$201.2M4,821,998+345,342 shares
Mercer Global Advisors Inc.Denver, CO$144.1M3,445,556−40,231 shares
LPL Financial LLCFort Mill, SC$121.7M2,910,318+975,069 shares
Savvy Advisors, Inc.New York, NY$109.3M2,612,696+373,016 shares
Morgan StanleyNew York, NY$70.2M1,679,622+225,381 shares
Bank of America Corp.Charlotte, NC$63.8M1,525,364−77,146 shares
Ameriprise Financial Inc.Minneapolis, MN$38.9M930,327+34,696 shares
Focus Partners WealthSt Louis, MO$38.6M922,290−99,568 shares
368 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IVLU?

378 institutional managers reported holding IVLU in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Northwestern Mutual Wealth Management Co, at $779.5M.

Did institutions buy or sell IVLU last quarter?

Reported 13F value rose 9.3% from March 31, 2026, which includes price moves as well as buying and selling. 48 firms reported a new position and 32 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IVLU ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.