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iShares International Equity Factor ETF

126 hedge funds and large institutions have $847M invested in iShares International Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.85%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
15
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$181M +$5.7M +203,398 +3%
Corient Private Wealth
2
Corient Private Wealth
Florida
$70.9M +$433K +15,444 +0.6%
TWM
3
Tolleson Wealth Management
Texas
$68.3M +$3.61M +128,752 +6%
IWC
4
Integrated Wealth Concepts
Massachusetts
$55.3M +$26.3M +936,703 +91%
CCA
5
Clearwater Capital Advisors
Illinois
$49.2M +$790K +28,184 +2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$43.9M -$36.7M -1,309,290 -46%
Morgan Stanley
7
Morgan Stanley
New York
$29.4M +$14.5M +516,719 +97%
AT
8
Arden Trust
Delaware
$27.5M +$2.76M +98,341 +11%
RJA
9
Raymond James & Associates
Florida
$24.4M -$195K -6,948 -0.8%
CC
10
Callan Capital
California
$24.2M -$639K -22,809 -3%
SFO
11
Stokes Family Office
Louisiana
$17.7M -$12.7M -451,324 -42%
FM
12
Foster & Motley
Ohio
$16.6M -$519K -18,509 -3%
PFM
13
Phillips Financial Management
Indiana
$16.6M -$2.69M -95,875 -14%
HHGA
14
Halbert Hargrove Global Advisors
California
$15.2M +$3.6M +128,397 +31%
CJFS
15
Coulter & Justus Financial Services
Tennessee
$14.2M -$282K -10,067 -2%
Ameriprise
16
Ameriprise
Minnesota
$14M -$3.4M -121,378 -20%
MM
17
Meridian Management
Arkansas
$13.1M -$26.8M -952,438 -67%
UBS Group
18
UBS Group
Switzerland
$11.8M -$775K -27,651 -6%
FCAS
19
First Command Advisory Services
Texas
$11.7M +$241K +8,587 +2%
Wells Fargo
20
Wells Fargo
California
$11.4M +$46.1K +1,644 +0.4%
Bank of America
21
Bank of America
North Carolina
$10.8M -$3.4M -121,332 -24%
TWM
22
Thrive Wealth Management
Pennsylvania
$10.7M +$539K +19,241 +5%
WFA
23
Wade Financial Advisory
California
$7.38M -$77.3K -2,759 -1%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.12M +$115K +4,077 +2%
BC
25
Brio Consultants
California
$5.37M -$259K -9,238 -5%