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iShares International Small Cap Equity Factor ETF

104 hedge funds and large institutions have $445M invested in iShares International Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

6% more funds holding

Funds holding: 98104 (+6)

3.88% more ownership

Funds ownership: 81.65%85.53% (+3.9%)

5% less capital invested

Capital invested by funds: $468M → $445M (-$22.7M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
38
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Courier Capital
New York
$2.53M +$84.2K +2,508 +3%
Stifel Financial
27
Stifel Financial
Missouri
$2.24M -$12.6K -374 -0.5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.19M +$126K +3,749 +6%
WWWM
29
White Wing Wealth Management
Texas
$1.78M +$45.5K +1,355 +3%
WN
30
Williams & Novak
California
$1.68M -$132K -3,920 -7%
GJIA
31
Glass Jacobson Investment Advisors
Maryland
$1.61M +$87.1K +2,594 +6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.56M +$135K +4,007 +9%
SFS
33
Sowell Financial Services
Arkansas
$1.47M +$281K +8,367 +22%
P
34
&Partners
Tennessee
$1.43M
Raymond James Financial
35
Raymond James Financial
Florida
$1.39M +$1.44M +42,922 New
FFA
36
Farther Finance Advisors
California
$1.33M -$79.8K -2,378 -5%
PWM
37
Perigon Wealth Management
California
$1.31M -$45.4K -1,353 -3%
RWP
38
RWA Wealth Partners
Massachusetts
$1.26M +$40.9K +1,217 +3%
EFA
39
Edge Financial Advisors
Illinois
$1.22M +$31.6K +941 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.14M -$67 -2 -0%
WA
41
Waverly Advisors
Alabama
$1.12M -$33.7K -1,005 -3%
MWM
42
Modera Wealth Management
New Jersey
$1.12M
CAC
43
Certified Advisory Corp
Florida
$1.1M -$64K -1,907 -5%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.04M +$114K +3,395 +12%
PPW
45
Parcion Private Wealth
Washington
$1.03M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$932K -$318K -9,482 -25%
VIM
47
Vista Investment Management
Pennsylvania
$920K -$6.11K -182 -0.6%
LFA
48
Longview Financial Advisors
Alabama
$894K +$369 +11 +0%
EH
49
Equitable Holdings
New York
$836K -$41.5K -1,237 -5%
WA
50
Waddell & Associates
Tennessee
$797K -$34 -1 -0%

ISCF Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares International Small Cap Equity Factor ETF (ISCF) for Q4 2024, worth a combined $445M — down 4.9% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISCF positions and 9 closed out — a net gain of 8 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Phoenix Wealth Advisors, opening a new position worth an estimated $8.36M. The largest seller was Charles Schwab, exiting entirely with an estimated $23M sold.

  • 104 institutional investors held iShares International Small Cap Equity Factor ETF (ISCF) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $445M of iShares International Small Cap Equity Factor ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 17 funds opened new iShares International Small Cap Equity Factor ETF positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest iShares International Small Cap Equity Factor ETF buyer in Q4 2024 was Phoenix Wealth Advisors, an estimated $8.36M added.
  • The largest iShares International Small Cap Equity Factor ETF seller in Q4 2024 was Charles Schwab, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2024.