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iShares International Small Cap Equity Factor ETF
ISCF

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: 2 → 3 (+1)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

6% more funds holding

Funds holding: 98 → 104 (+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
–

Top Buyers

1
PWA
Phoenix Wealth Advisors
North Carolina
+$8.36M
2
ETC
Exchange Traded Concepts
Oklahoma
+$7.9M
3
ACA
Aptus Capital Advisors
Alabama
+$4.81M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$3.3M
5
LPL Financial
LPL Financial
California
+$1.66M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$23M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.17M
3
Jane Street
Jane Street
New York
-$997K
4
BPA
Beacon Pointe Advisors
California
-$785K
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$222K -$10.6K -316 -4%
FA
77
Faithward Advisors
Pennsylvania
$217K +$226K +6,736 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$204K +$212K +6,316 New
GM
79
GeoWealth Management
Illinois
$179K +$10.9K +326 +6%
Morgan Stanley
80
Morgan Stanley
New York
$150K – – –
GIA
81
GHP Investment Advisors
Colorado
$141K – – –
MFC
82
Morris Financial Concepts
South Carolina
$88.8K – – –
CAL
83
Capital Advisors Ltd
Ohio
$84K – – –
SFC
84
SYM Financial Corp
Indiana
$62.2K – – –
ADL
85
Asset Dedication LLC
California
$46.1K – – –
ZB
86
Zions Bancorporation
Utah
$34.7K – – –
PS
87
Principal Securities
Iowa
$32.3K – – –
SRCM
88
Signature Resources Capital Management
California
$29.6K – – –
TWC
89
TD Waterhouse Canada
Ontario, Canada
$26K – – –
AIM
90
Anchor Investment Management
South Carolina
$25.8K +$26.9K +800 New
CAL
91
Capital Analysts LLC
Pennsylvania
$23K +$24.2K +721 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$20.9K -$3.46K -103 -14%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
TSMHT
94
Thurston Springer Miller Herd & Titak
Indiana
$9.59K +$9.97K +297 New
AF
95
Allworth Financial
California
$7.47K – – –
BTI
96
Blue Trust Inc
Georgia
$6.81K +$168 +5 +2%
FHA
97
First Horizon Advisors
Tennessee
$4.81K – – –
PGAM
98
Princeton Global Asset Management
New Jersey
$4.2K – – –
UBS Group
99
UBS Group
Switzerland
$4.04K -$78.1K -2,325 -95%
JP Morgan Chase
100
JP Morgan Chase
New York
$3.91K +$4.06K +121 New
1 2 3
4
5

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.