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iShares MSCI Intl Value Factor ETF

81 hedge funds and large institutions have $889M invested in iShares MSCI Intl Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

48% more capital invested

Capital invested by funds: $600M → $889M (+$288M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more funds holding

Funds holding: 6681 (+15)

4.3% less ownership

Funds ownership: 108.41%104.11% (-4.3%)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
19
Increased
35
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
51
Collective Family Office
Pennsylvania
$404K
CPIG
52
Chicago Partners Investment Group
Illinois
$403K
SHGA
53
Sand Hill Global Advisors
California
$369K -$10.7K -439 -3%
FT
54
Fiduciary Trust
Massachusetts
$350K -$267K -10,974 -44%
NIC
55
Northwest Investment Counselors
Oregon
$327K
CCM
56
Crabel Capital Management
California
$289K +$278K +11,417 New
UBS Group
57
UBS Group
Switzerland
$256K +$111K +4,571 +82%
IWAG
58
Integer Wealth Advisors Group
Georgia
$217K +$207K +8,499 New
PFA
59
Paradigm Financial Advisors
Missouri
$205K +$198K +8,125 New
SFS
60
Sowell Financial Services
Arkansas
$177K -$359K -14,738 -69%
SWM
61
Spire Wealth Management
Virginia
$159K +$154K +6,300 New
Wells Fargo
62
Wells Fargo
California
$153K +$122K +4,993 +470%
DI
63
Disciplined Investments
Oklahoma
$81K -$2.29K -94 -3%
CIAS
64
Capital Investment Advisory Services
North Carolina
$70K
VCM
65
Versant Capital Management
Arizona
$55K -$756 -31 -1%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$73 -3 -0.2%
MAM
67
Meeder Asset Management
Ohio
$33K +$317 +13 +1%
PO
68
Private Ocean
California
$29K +$28.4K +1,165 New
PA
69
Parallel Advisors
California
$25K +$24.5K +1,005 New
JP Morgan Chase
70
JP Morgan Chase
New York
$20K +$19.5K +800 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$14K
HI
72
Harbour Investments
Wisconsin
$11K +$10.5K +430 New
PB
73
Pinnacle Bancorp
Nebraska
$8K +$7.41K +304 New
AWM
74
Accel Wealth Management
Iowa
$7K
AIC
75
Ameritas Investment Company
Nebraska
$5.31K +$5.12K +210 New