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iShares MSCI Intl Value Factor ETF

299 hedge funds and large institutions have $2.15B invested in iShares MSCI Intl Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

8% more capital invested

Capital invested by funds: $1.99B → $2.15B (+$156M)

6% more funds holding

Funds holding: 281299 (+18)

5.67% less ownership

Funds ownership: 87.52%81.85% (-5.7%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
299
Holders Change
+18
Holders Change %
+6.41%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
43
Increased
82
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
226
Avantax Planning Partners
Iowa
$214K +$207K +6,031 New
ECM
227
Elgethun Capital Management
South Dakota
$213K -$5.46K -159 -3%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$213K +$206K +6,000 New
CWP
229
Clark Wealth Partners
Illinois
$210K +$189K +5,507 New
FWM
230
FFT Wealth Management
Pennsylvania
$207K +$200K +5,829 New
WPC
231
Wedmont Private Capital
Pennsylvania
$207K +$199K +5,789 New
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$205K +$127K +3,685 +176%
AC
233
AlphaCore Capital
California
$181K
GJIA
234
Glass Jacobson Investment Advisors
Maryland
$181K -$1.89K -55 -1%
SWA
235
SOA Wealth Advisors
New York
$173K
EWA
236
Elevate Wealth Advisory
Georgia
$147K
ST
237
Smithfield Trust
Pennsylvania
$133K +$7.93K +231 +7%
NRC
238
New Republic Capital
North Carolina
$130K
PS
239
Principal Securities
Iowa
$115K +$3.16K +92 +3%
Citigroup
240
Citigroup
New York
$113K -$27.4K -797 -20%
SAM
241
Smartleaf Asset Management
Massachusetts
$112K -$690K -20,090 -86%
MG
242
Mather Group
Illinois
$104K +$100K +2,919 New
AF
243
Advisornet Financial
Minnesota
$91.2K
MNA
244
Manning & Napier Advisors
New York
$86K +$83.3K +2,425 New
AWM
245
AE Wealth Management
Kansas
$74.4K +$12.7K +370 +21%
QCG
246
Quadrant Capital Group
Ohio
$71K +$68.7K +2,000 New
VCM
247
Versant Capital Management
Arizona
$69K
WT
248
Whittier Trust
California
$66.6K +$63.6K +1,852 New
SWP
249
Strategic Wealth Partners
Ohio
$65.5K
AssetMark Inc
250
AssetMark Inc
California
$59.6K +$2.71K +79 +5%