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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
AIA
301
Angeles Investment Advisors
California
-$2.55M -77,680 Closed
RSWM
302
Robertson Stephens Wealth Management
California
-$1.78M -54,100 Closed
JCIA
303
Jackson Creek Investment Advisors
Colorado
-$1.25M -38,130 Closed
VAM
304
Verity Asset Management
North Carolina
-$638K -19,388 Closed
LWM
305
LJI Wealth Management
Indiana
-$428K -13,014 Closed
QPWM
306
Quadrant Private Wealth Management
Pennsylvania
-$236K -7,174 Closed
BW
307
Blalock Williams
Alabama
-$207K -6,297 Closed
TPWA
308
Twin Peaks Wealth Advisors
California
-$85.5K -2,461 Closed
SS
309
Sunbelt Securities
Texas
-$35.7K -1,315 Closed
SC
310
SouthState Corp
Florida
-$30.4K -924 Closed
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
-$7.86K -239 Closed
CFB
312
Cullen/Frost Bankers
Texas
-$7.8K -237 Closed
RIM
313
Ryan Investment Management
Colorado
-$4.21K -128 Closed
WTFG
314
Wood Tarver Financial Group
Idaho
-$4K -125 Closed
Simplex Trading
315
Simplex Trading
Illinois
-$3K -99 Closed
GWS
316
Greykasell Wealth Strategies
California
-$2.3K -70 Closed
T
317
Transce3nd
Texas
-$2.04K -62 Closed
KPP
318
Kings Path Partners
Texas
-$756 -23 Closed