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iShares International Small Cap Equity Factor ETF

95 hedge funds and large institutions have $217M invested in iShares International Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
33
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$18.6K +580 +0.9%
WN
27
Williams & Novak
California
$1.95M +$1.95M +60,776 New
DAS
28
Dynamic Advisor Solutions
Arizona
$1.95M -$71K -2,264 -4%
RF
29
RHS Financial
California
$1.79M -$81.6K -2,539 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.72M +$196K +6,087 +13%
BWP
31
BSW Wealth Partners
Colorado
$1.51M -$190K -5,923 -11%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.42M -$1.55M -48,224 -52%
CAC
33
Certified Advisory Corp
Florida
$1.4M -$19.9K -619 -1%
SFS
34
Sowell Financial Services
Arkansas
$1.38M +$206K +6,398 +18%
MWM
35
Modera Wealth Management
New Jersey
$1.36M
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.3M -$77.2K -2,404 -6%
WA
37
Waverly Advisors
Alabama
$1.26M +$162K +5,038 +15%
GJIA
38
Glass Jacobson Investment Advisors
Maryland
$1.22M +$104K +3,234 +9%
FFA
39
Farther Finance Advisors
California
$1.16M -$224K -6,976 -16%
PPW
40
Parcion Private Wealth
Washington
$1.09M
CAN
41
Cetera Advisor Networks
California
$1.06M +$254K +7,919 +32%
MA
42
MONECO Advisors
Connecticut
$1.06M +$415K +12,921 +65%
Bank of America
43
Bank of America
North Carolina
$1.04M +$400K +12,435 +62%
EH
44
Equitable Holdings
New York
$956K +$177K +5,500 +23%
LFA
45
Longview Financial Advisors
Alabama
$900K +$900K +28,022 New
WA
46
Waddell & Associates
Tennessee
$862K -$39.4M -1,225,459 -98%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$854K +$3.63K +113 +0.4%
RWP
48
RWA Wealth Partners
Massachusetts
$793K -$402K -12,521 -34%
IAA
49
Independent Advisor Alliance
North Carolina
$774K -$8.52K -265 -1%
CPIG
50
Chicago Partners Investment Group
Illinois
$765K