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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

18% more funds holding

Funds holding: 162191 (+29)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$252M)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.38% less ownership

Funds ownership: 109.06%107.67% (-1.4%)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$8.76M +$7.54M +342,036 +944%
OWA
27
One Wealth Advisors
California
$8.03M +$27.6K +1,250 +0.4%
SCM
28
SCS Capital Management
Massachusetts
$7.55M -$450K -20,426 -6%
IWMWV
29
Ironwood Wealth Management (West Virginia)
West Virginia
$7.17M +$28.8K +1,307 +0.5%
ACA
30
Atlas Capital Advisors
Wyoming
$7.03M -$1.23M -55,692 -16%
HIP
31
HUB Investment Partners
Texas
$6.98M +$320K +14,505 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$6.85M +$6.51M +295,196 New
FT
33
Fiduciary Trust
Massachusetts
$6.74M +$6.42M +290,917 New
OMC
34
Old Mission Capital
Illinois
$6.55M +$6.24M +282,734 New
AIA
35
Angeles Investment Advisors
California
$6.35M -$595K -27,000 -9%
UBS Group
36
UBS Group
Switzerland
$6.24M +$2.1M +95,124 +55%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$5.38M +$968K +43,873 +23%
RJA
38
Raymond James & Associates
Florida
$5.23M -$1.34M -60,580 -21%
FG
39
Foster Group
Iowa
$5.06M +$300K +13,587 +7%
Goldman Sachs
40
Goldman Sachs
New York
$4.46M -$1.64M -74,340 -28%
PP
41
Prosperity Planning
Missouri
$4.41M
SWP
42
ShoreHaven Wealth Partners
New Jersey
$4.31M -$127K -5,738 -3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$3.86M -$5.35M -242,628 -59%
T
44
TCWP
Ohio
$3.7M +$397K +17,991 +13%
KWM
45
Keebeck Wealth Management
Illinois
$3.49M +$350K +15,883 +12%
Osaic Holdings
46
Osaic Holdings
Arizona
$3.42M +$751K +34,053 +30%
CAI
47
Capital Advisors Inc
Oklahoma
$3.33M -$48.8K -2,213 -2%
LPL Financial
48
LPL Financial
California
$3.23M +$77K +3,491 +3%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.21M +$634K +28,763 +26%
SHGA
50
Sand Hill Global Advisors
California
$2.93M +$2.42M +109,653 +648%