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iShares International Equity Factor ETF

110 hedge funds and large institutions have $633M invested in iShares International Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
2.43%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
18
Increased
39
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$91.6M
SFS
2
Strategic Financial Services
New York
$83.3M +$29.4M +1,452,740 +55%
Bank of America
3
Bank of America
North Carolina
$72.6M +$1.05M +51,882 +1%
Morgan Stanley
4
Morgan Stanley
New York
$54.2M +$4.35M +214,616 +9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$30.7M +$1.01M +50,008 +3%
BDF
6
Balasa Dinverno & Foltz
$27.3M -$17.8M -878,254 -39%
UBS Group
7
UBS Group
Switzerland
$23.6M -$11.9M -588,567 -34%
RJA
8
Raymond James & Associates
Florida
$23M +$6.33M +312,375 +38%
CCA
9
Clearwater Capital Advisors
Illinois
$19.7M +$944K +46,576 +5%
MM
10
Meridian Management
Arkansas
$18.6M +$2.49M +123,020 +15%
Wells Fargo
11
Wells Fargo
California
$15.9M +$5.16M +254,450 +48%
HCA
12
Heck Capital Advisors
Wisconsin
$15.2M +$1.82M +90,002 +14%
CG
13
Colony Group
Massachusetts
$13.8M -$2.1M -103,532 -13%
FM
14
Foster & Motley
Ohio
$13.7M -$7.88M -389,032 -36%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.5M +$36.6K +1,808 +0.3%
GC
16
GFG Capital
Florida
$9.06M -$709K -34,995 -7%
WDL
17
Well Done LLC
Michigan
$8.13M -$43.1K -2,126 -0.5%
PFM
18
Phillips Financial Management
Indiana
$7.98M -$893K -45,776 -10%
OWM
19
Orgel Wealth Management
Wisconsin
$7.21M +$3.44M +169,719 +91%
Osaic Holdings
20
Osaic Holdings
Arizona
$7.03M +$7.03M +346,813 New
SWMG
21
Strategic Wealth Management Group
Maryland
$5.85M +$573K +28,281 +11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.16M +$4.98M +245,689 +2,806%
BlackRock
23
BlackRock
New York
$4.97M +$628 +31 +0%
MA
24
MUFG Americas
New York
$4.57M -$236K -11,625 -5%
Ameriprise
25
Ameriprise
Minnesota
$3.54M -$170K -8,379 -5%