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iShares International Equity Factor ETF

122 hedge funds and large institutions have $819M invested in iShares International Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
11
Increased
45
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$162M 6,256,905 +62,611 +1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$74.4M 2,876,521 -66,353 -2%
Corient Private Wealth
3
Corient Private Wealth
Florida
$64.9M 2,512,435 +61,010 +2%
TWM
4
Tolleson Wealth Management
Texas
$59.7M 2,307,962 +87,066 +4%
CCA
5
Clearwater Capital Advisors
Illinois
$44.6M 1,727,204 +4,061 +0.2%
MM
6
Meridian Management
Arkansas
$36.6M 1,416,426 +8,997 +0.6%
SFO
7
Stokes Family Office
Louisiana
$28M 1,082,220 -8,762 -0.8%
IWC
8
Integrated Wealth Concepts
Massachusetts
$26.7M 1,034,601 +1,001,104 +2,989%
CC
9
Callan Capital
California
$22.9M 885,503 -5,169 -0.6%
AT
10
Arden Trust
Delaware
$22.8M 883,139 +97,801 +12%
RJA
11
Raymond James & Associates
Florida
$22.7M 877,529 +12,179 +1%
PFM
12
Phillips Financial Management
Indiana
$17.8M 686,798 -60,039 -8%
Ameriprise
13
Ameriprise
Minnesota
$16.1M 621,183 +57,404 +10%
FM
14
Foster & Motley
Ohio
$15.8M 610,270 -819 -0.1%
Morgan Stanley
15
Morgan Stanley
New York
$13.8M 533,703 -24,096 -4%
CJFS
16
Coulter & Justus Financial Services
Tennessee
$13.3M 515,480 +23,375 +5%
Bank of America
17
Bank of America
North Carolina
$13.1M 507,564 -136,094 -21%
UBS Group
18
UBS Group
Switzerland
$11.6M 447,902 -20,663 -4%
HHGA
19
Halbert Hargrove Global Advisors
California
$10.7M 415,324 +7,864 +2%
FCAS
20
First Command Advisory Services
Texas
$10.6M 410,728 -39,020 -9%
Wells Fargo
21
Wells Fargo
California
$10.5M 405,735 +8,071 +2%
TWM
22
Thrive Wealth Management
Pennsylvania
$9.33M 360,985 +33,425 +10%
WFA
23
Wade Financial Advisory
California
$6.87M 265,912 -15,362 -5%
HighTower Advisors
24
HighTower Advisors
Illinois
$6.45M 249,388 +1,654 +0.7%
OWM
25
Orgel Wealth Management
Wisconsin
$5.48M 212,038 -89,759 -30%