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iShares MSCI Intl Value Factor ETF

161 hedge funds and large institutions have $1.46B invested in iShares MSCI Intl Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

2% more funds holding

Funds holding: 158161 (+3)

1% more capital invested

Capital invested by funds: $1.44B → $1.46B (+$18.2M)

1.47% less ownership

Funds ownership: 106.85%105.38% (-1.5%)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
27
Increased
68
Reduced
49
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$7.29M +$1.18M +48,834 +17%
BSW
27
Buckingham Strategic Wealth
Missouri
$7.17M +$5.86M +242,322 +300%
AIA
28
Angeles Investment Advisors
California
$7.09M +$6.95M +287,245 +885%
FTUS
29
Flow Traders U.S.
New York
$6.58M +$858K +35,456 +14%
UBS Group
30
UBS Group
Switzerland
$6.56M +$317K +13,126 +5%
IWMWV
31
Ironwood Wealth Management (West Virginia)
West Virginia
$6.3M +$43.1K +1,783 +0.6%
HIP
32
HUB Investment Partners
Texas
$5.86M +$135K +5,589 +2%
RJA
33
Raymond James & Associates
Florida
$5.7M -$663K -27,390 -10%
IDA
34
Intelligence Driven Advisers
California
$5.69M -$2.73M -113,038 -30%
Goldman Sachs
35
Goldman Sachs
New York
$5.66M +$1.14M +46,951 +23%
ACA
36
Atlas Capital Advisors
Wyoming
$5.53M +$1.15M +47,435 +24%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$4.33M +$3.17M +130,915 +203%
PP
38
Prosperity Planning
Missouri
$4.27M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.13M +$2.47M +101,988 +121%
NCM
40
Northland Capital Management
Minnesota
$4.07M +$249K +10,279 +6%
LB
41
Leo Brokerage
Texas
$3.92M +$1.02M +42,270 +31%
FG
42
Foster Group
Iowa
$3.75M +$1.55M +64,086 +61%
TLFA
43
True Link Financial Advisors
California
$3.64M +$3.07M +126,969 +342%
CAI
44
Capital Advisors Inc
Oklahoma
$3.49M -$61.2K -2,530 -2%
PL
45
Plancorp LLC
Missouri
$3.07M +$3.35M +138,556 New
VWM
46
Venturi Wealth Management
Texas
$3.04M +$704K +29,124 +27%
OWA
47
One Wealth Advisors
California
$2.91M +$142K +5,866 +5%
LPL Financial
48
LPL Financial
California
$2.73M -$1.68M -69,355 -36%
TC
49
Tacita Capital
Ontario, Canada
$2.59M -$32.5K -1,345 -1%
KWM
50
Keebeck Wealth Management
Illinois
$2.52M +$2.12M +87,447 +335%