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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
FIM
26
Freedom Investment Management
Connecticut
$12.9M -$40.4K -1,175 -0.3%
OIA
27
OneDigital Investment Advisors
Kansas
$12.5M -$177K -5,160 -1%
IWP
28
Invenio Wealth Partners
Florida
$12.3M +$11.3M +328,694 +1,956%
BHWA
29
Beacon Harbor Wealth Advisors
Virginia
$12.1M +$11.7M +340,596 New
PL
30
Plancorp LLC
Missouri
$11.4M -$109K -3,166 -1%
Raymond James Financial
31
Raymond James Financial
Florida
$11.4M +$3.15M +91,748 +40%
PAS
32
Park Avenue Securities
New York
$11.1M +$328K +9,560 +3%
OWA
33
One Wealth Advisors
California
$10.8M -$243K -7,067 -2%
PSCM
34
Per Stirling Capital Management
Texas
$10.6M -$79.7K -2,321 -0.8%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$10.3M -$28.4K -828 -0.3%
FF
36
Farrow Financial
Vermont
$10M +$12.2K +356 +0.1%
IWMWV
37
Ironwood Wealth Management (West Virginia)
West Virginia
$9.58M -$41.7K -1,213 -0.4%
HCA
38
Heck Capital Advisors
Wisconsin
$9.4M -$3.02M -88,061 -25%
SL
39
Systelligence LLC
Minnesota
$9.26M +$1.84M +53,583 +26%
CAM
40
Cobblestone Asset Management
Virginia
$9.2M +$8.9M +259,237 New
TAM
41
Titleist Asset Management
Texas
$8.97M +$8.68M +252,683 New
SA
42
Sanctuary Advisors
Indiana
$8.94M -$414K -12,067 -5%
MFP
43
Meridian Financial Partners
Virginia
$8.58M +$6.16M +179,379 +293%
JFA
44
JNBA Financial Advisors
Minnesota
$8.37M -$293K -8,524 -3%
Stifel Financial
45
Stifel Financial
Missouri
$8.11M -$1.2M -34,988 -13%
OMC
46
Old Mission Capital
Illinois
$8.03M +$7.78M +226,422 New
FPAS
47
Focus Partners Advisor Solutions
Missouri
$7.98M -$2.09M -60,895 -21%
CIA
48
Concurrent Investment Advisors
Florida
$7.96M -$2.02M -58,892 -21%
MML Investors Services
49
MML Investors Services
Massachusetts
$7.22M -$59.2K -1,723 -0.8%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$7.18M +$2.2M +64,011 +46%