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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
PSCM
26
Per Stirling Capital Management
Texas
$9.04M +$8.69M +298,141 New
ACA
27
Atlas Capital Advisors
Wyoming
$9.02M -$478K -16,381 -5%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$8.89M +$22.4K +770 +0.3%
FF
29
Farrow Financial
Vermont
$8.58M +$199K +6,820 +2%
JFA
30
JNBA Financial Advisors
Minnesota
$8.24M -$1.87M -64,121 -19%
TPI
31
Trust Point Inc
Wisconsin
$8.07M -$8.67M -297,492 -53%
BlackRock
32
BlackRock
New York
$7.89M +$1.52M +52,270 +25%
IWMWV
33
Ironwood Wealth Management (West Virginia)
West Virginia
$7.8M -$469K -16,072 -5%
Goldman Sachs
34
Goldman Sachs
New York
$7.34M +$241K +8,276 +4%
SA
35
Sanctuary Advisors
Indiana
$7.33M +$2.6M +89,191 +58%
Raymond James Financial
36
Raymond James Financial
Florida
$6.55M +$542K +18,603 +9%
KAS
37
Kestra Advisory Services
Texas
$6.11M +$375K +12,852 +7%
ACA
38
Aptus Capital Advisors
Alabama
$5.8M -$268K -9,178 -5%
IA
39
IFP Advisors
Florida
$5.77M -$971K -33,295 -15%
Ameriprise
40
Ameriprise
Minnesota
$5.59M +$4.61M +158,021 +599%
CBT
41
CoreFirst Bank & Trust
Kansas
$5.52M -$53.4K -1,833 -1%
RF
42
RHS Financial
California
$5.27M +$1.79M +61,236 +54%
KWM
43
Keebeck Wealth Management
Illinois
$4.93M -$273K -9,378 -5%
PP
44
Prosperity Planning
Missouri
$4.59M -$248K -8,520 -5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$4.56M +$1.36M +46,755 +45%
PA
46
Parallel Advisors
California
$4.34M -$273K -9,367 -6%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$4.16M -$55.5K -1,904 -1%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$4.07M +$279K +9,559 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$3.83M +$1.11M +38,030 +43%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.63M +$2.4M +82,330 +220%