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iShares International Small Cap Equity Factor ETF

86 hedge funds and large institutions have $240M invested in iShares International Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

0% more funds holding

Funds holding: 8686 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1.55% less ownership

Funds ownership: 45.6%44.06% (-1.5%)

10% less capital invested

Capital invested by funds: $266M → $240M (-$25.5M)

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
36
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$47.3K
TWC
77
TD Waterhouse Canada
Ontario, Canada
$35K
JP Morgan Chase
78
JP Morgan Chase
New York
$21.7K +$22.6K +732 New
PGAM
79
Princeton Global Asset Management
New Jersey
$13K
GM
80
GeoWealth Management
Illinois
$10K +$7.9K +256 +328%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$6.36K +$895 +29 +16%
FHA
83
First Horizon Advisors
Tennessee
$4.41K
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$4.2K
Comerica Bank
85
Comerica Bank
Texas
$3.93K +$4.11K +133 New
HFS
86
HBC Financial Services
Washington
$1K
Wells Fargo
87
Wells Fargo
California
$15 -$31 -1 Closed
SL
88
Systelligence LLC
Minnesota
-$3.14M -101,848 Closed
FMN
89
Financial Management Network
California
-$1.85M -59,781 Closed
WFM
90
Wolff Financial Management
Michigan
-$381K -12,353 Closed
AWA
91
Amplius Wealth Advisors
Pennsylvania
-$295K -9,575 Closed
ACMA
92
Arbor Capital Management (Alaska)
Alaska
-$225K -7,290 Closed
BWA
93
Beam Wealth Advisors
Louisiana
-$208K -6,756 Closed
HS
94
Horan Securities
United States
-$19.6K -636 Closed
US Bancorp
95
US Bancorp
Minnesota
-$8.95K -290 Closed
WWMSC
96
Wagner Wealth Management (South Carolina)
South Carolina
-$4.75K -154 Closed

ISCF Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares International Small Cap Equity Factor ETF (ISCF) for Q3 2023, worth a combined $240M — down 9.6% from $266M a quarter earlier.

Fund positioning in ISCF was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 36 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.85M. The largest seller was Cerity Partners, cutting an estimated $28.5M.

  • 86 institutional investors held iShares International Small Cap Equity Factor ETF (ISCF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $240M of iShares International Small Cap Equity Factor ETF stock for Q3 2023, down 9.6% quarter-over-quarter.
  • 10 funds opened new iShares International Small Cap Equity Factor ETF positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest iShares International Small Cap Equity Factor ETF buyer in Q3 2023 was Citadel Advisors, an estimated $3.85M added.
  • The largest iShares International Small Cap Equity Factor ETF seller in Q3 2023 was Cerity Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2023.