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iShares MSCI Intl Value Factor ETF

162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.68% more ownership

Funds ownership: 105.38%109.06% (+3.7%)

1% more funds holding

Funds holding: 161162 (+1)

0% more capital invested

Capital invested by funds: $1.46B → $1.47B (+$6.16M)

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
27
Increased
65
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
26
Mason & Associates (California)
California
$7.8M +$224K +10,252 +3%
IDA
27
Intelligence Driven Advisers
California
$7.65M +$2.42M +110,947 +42%
ACA
28
Atlas Capital Advisors
Wyoming
$7.09M +$2.4M +109,982 +44%
MWM
29
Merriman Wealth Management
Washington
$6.93M -$2.47M -113,222 -24%
SCM
30
SCS Capital Management
Massachusetts
$6.84M -$1.75M -80,049 -19%
OWA
31
One Wealth Advisors
California
$6.82M +$4.67M +214,063 +163%
AIA
32
Angeles Investment Advisors
California
$5.95M -$408K -18,684 -6%
IWMWV
33
Ironwood Wealth Management (West Virginia)
West Virginia
$5.84M +$47.9K +2,197 +0.8%
Stifel Financial
34
Stifel Financial
Missouri
$5.7M +$6.3M +288,666 New
HIP
35
HUB Investment Partners
Texas
$5.67M +$496K +22,746 +9%
RJA
36
Raymond James & Associates
Florida
$5.65M +$639K +29,286 +11%
Goldman Sachs
37
Goldman Sachs
New York
$5.27M +$262K +12,002 +5%
FG
38
Foster Group
Iowa
$4.05M +$787K +36,044 +21%
SWP
39
ShoreHaven Wealth Partners
New Jersey
$3.79M +$4.19M +191,964 New
PP
40
Prosperity Planning
Missouri
$3.72M +$733K +33,577 +22%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$3.72M -$157K -7,197 -4%
UBS Group
42
UBS Group
Switzerland
$3.44M -$2.65M -121,415 -41%
Jane Street
43
Jane Street
New York
$3.32M -$13.5M -617,683 -79%
FTUS
44
Flow Traders U.S.
New York
$3.24M -$2.89M -132,374 -45%
CAI
45
Capital Advisors Inc
Oklahoma
$2.92M -$245K -11,209 -7%
T
46
TCWP
Ohio
$2.79M +$1.23M +56,395 +66%
LPL Financial
47
LPL Financial
California
$2.68M +$281K +12,882 +10%
KWM
48
Keebeck Wealth Management
Illinois
$2.66M +$461K +21,133 +19%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.44M -$1.37M -62,782 -34%
WA
50
Wealth Alliance
New York
$2.39M +$1.72M +79,019 +188%