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iShares MSCI Intl Value Factor ETF

259 hedge funds and large institutions have $1.74B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.65B → $1.74B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 266259 (-7)

5.49% less ownership

Funds ownership: 92.94%87.45% (-5.5%)

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 102

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
75
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$2.46K -$56.6K -1,943 -96%
RWM
252
Ruedi Wealth Management
Illinois
$2K
T
253
Transce3nd
Texas
$1.88K
HHGA
254
Halbert Hargrove Global Advisors
California
$1.52K +$1.46K +50 New
KA
255
Kozak & Associates
Colorado
$1.28K
AWM
256
Abound Wealth Management
Tennessee
$1.06K +$1.02K +35 New
DF
257
Dunhill Financial
United Kingdom
$758
SFGP
258
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$546
BHWM
259
Beaird Harris Wealth Management
Texas
$485
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$24 -$5.98K -205 -100%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
-$15.2M -559,672 Closed
PAS
262
Park Avenue Securities
New York
-$5.8M -213,979 Closed
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
-$5.21M -192,127 Closed
CCC
264
Compass Capital Corp
Massachusetts
-$2.53M -90,418 Closed
SWA
265
Stratos Wealth Advisors
Ohio
-$707K -26,061 Closed
QCM
266
Quantinno Capital Management
New York
-$380K -14,000 Closed
CIC
267
Chilton Investment Company
Connecticut
-$318K -11,726 Closed
UCFA
268
United Capital Financial Advisors
Texas
-$263K -9,699 Closed
LP
269
LGL Partners
Pennsylvania
-$255K -9,399 Closed
LWL
270
Leo Wealth LLC
Texas
-$247K -9,105 Closed
HF
271
HRT Financial
New York
-$236K -8,706 Closed
QCM
272
QRG Capital Management
Illinois
-$225K -8,286 Closed
WPW
273
Watershed Private Wealth
Illinois
-$224K -8,267 Closed
PCA
274
Pallas Capital Advisors
Massachusetts
-$211K -7,782 Closed
FHA
275
First Horizon Advisors
Tennessee
-$155K -5,700 Closed