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iShares International Equity Factor ETF

142 hedge funds and large institutions have $1.1B invested in iShares International Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
2.05%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
57
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$248M +$3.25M +103,340 +1%
HHGA
2
Halbert Hargrove Global Advisors
California
$89.9M +$4.16M +132,238 +5%
TWM
3
Tolleson Wealth Management
Texas
$78.5M +$1.7M +53,933 +2%
CCA
4
Clearwater Capital Advisors
Illinois
$56.3M +$1.02M +32,411 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$47.7M -$1.97M -62,824 -4%
IWC
6
Integrated Wealth Concepts
Massachusetts
$38.5M +$5.56M +176,856 +17%
KIM
7
Kestra Investment Management
Texas
$37.8M +$4.05M +128,701 +12%
AFG
8
Atomi Financial Group
New York
$36.1M +$13M +413,298 +56%
SFO
9
Stokes Family Office
Louisiana
$31.7M +$14.2M +450,444 +81%
RJA
10
Raymond James & Associates
Florida
$30.4M +$2.54M +80,717 +9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$29.7M -$872K -27,751 -3%
Ameriprise
12
Ameriprise
Minnesota
$27.8M +$1.89M +60,303 +7%
CC
13
Callan Capital
California
$24.8M -$830K -26,404 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23.9M +$4.16M +132,288 +21%
Morgan Stanley
15
Morgan Stanley
New York
$22.2M +$6.47M +205,767 +41%
FCAS
16
First Command Advisory Services
Texas
$18.6M +$2.44M +77,750 +15%
FM
17
Foster & Motley
Ohio
$16.9M -$687K -21,856 -4%
MWM
18
Modern Wealth Management
Kansas
$15.1M +$15.1M +481,179 New
PFM
19
Phillips Financial Management
Indiana
$14.2M -$1.03M -32,789 -7%
UBS Group
20
UBS Group
Switzerland
$13.8M -$538K -17,121 -4%
Wells Fargo
21
Wells Fargo
California
$12.9M +$406K +12,930 +3%
TWM
22
Thrive Wealth Management
Pennsylvania
$12.7M +$164K +5,217 +1%
MM
23
Meridian Management
Arkansas
$12.4M -$818K -26,014 -6%
Bank of America
24
Bank of America
North Carolina
$10.6M -$76.2K -2,424 -0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$8.54M +$130K +4,120 +2%