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iShares MSCI Intl Value Factor ETF

372 hedge funds and large institutions have $2.9B invested in iShares MSCI Intl Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 102

15% more capital invested

Capital invested by funds: $2.53B → $2.9B (+$374M)

10% more funds holding

Funds holding: 339372 (+33)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4.46% less ownership

Funds ownership: 80.96%76.5% (-4.5%)

Holders
372
Holders Change
+33
Holders Change %
+9.73%
% of All Funds
4.58%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
56
Increased
128
Reduced
102
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$722M +$39.8M +986,061 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$277M -$6.77M -167,684 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$172M -$7.55M -186,927 -4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$138M -$7.16M -177,401 -5%
SAI
5
Savvy Advisors Inc
New York
$88.9M +$32M +791,660 +55%
LPL Financial
6
LPL Financial
California
$76.8M +$35.5M +878,269 +83%
Bank of America
7
Bank of America
North Carolina
$63.6M +$14.7M +364,240 +29%
Morgan Stanley
8
Morgan Stanley
New York
$57.7M +$14.6M +361,138 +33%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$40.5M -$1.2M -29,719 -3%
Jane Street
10
Jane Street
New York
$36.5M +$13.5M +335,487 +57%
Ameriprise
11
Ameriprise
Minnesota
$35.5M -$5.32M -131,758 -13%
KCM
12
Kathmere Capital Management
Pennsylvania
$32.3M +$104K +2,579 +0.3%
HIP
13
HUB Investment Partners
Texas
$31.1M +$1.63M +40,457 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$31M +$11.2M +278,264 +55%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$31M +$5.25M +130,005 +20%
Osaic Holdings
16
Osaic Holdings
Arizona
$26.9M +$5.79M +143,405 +27%
ACM
17
Armbruster Capital Management
New York
$26.8M -$766K -18,987 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$26.8M +$24.2M +598,434 +787%
VFG
19
Victory Financial Group
Texas
$24.8M +$1.83M +45,420 +8%
AWAU
20
Alliance Wealth Advisors (Utah)
Utah
$23.5M +$8.64M +213,934 +57%
IWP
21
Invenio Wealth Partners
Florida
$23M +$9.58M +237,234 +69%
KW
22
KWB Wealth
California
$21.9M -$316K -7,817 -1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$20.7M -$4.99M -123,577 -19%
UBS Group
24
UBS Group
Switzerland
$19.1M +$7.43M +184,046 +62%
PAS
25
Park Avenue Securities
New York
$17.2M +$2.8M +69,249 +19%