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iShares MSCI Intl Value Factor ETF

124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more funds holding

Funds holding: 102124 (+22)

11% more capital invested

Capital invested by funds: $1.15B → $1.28B (+$124M)

5.91% more ownership

Funds ownership: 103.23%109.14% (+5.9%)

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
56
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
51
Foster Group
Iowa
$1.23M +$435K +16,943 +54%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.2M -$1.19M -46,122 -49%
JWA
53
JFS Wealth Advisors
Pennsylvania
$1.17M +$914K +35,575 +340%
PFA
54
Paradigm Financial Advisors
Missouri
$1.11M -$24.3K -945 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1M +$4.14K +161 +0.4%
KWM
56
Keebeck Wealth Management
Illinois
$902K +$909K +35,388 New
CWS
57
Cypress Wealth Services
California
$879K +$888K +34,560 New
BSW
58
Buckingham Strategic Wealth
Missouri
$875K +$884K +34,379 New
SFO
59
Stokes Family Office
Louisiana
$851K +$321K +12,501 +60%
CI
60
CX Institutional
Indiana
$835K +$57.9K +2,251 +7%
BHWM
61
Beaird Harris Wealth Management
Texas
$824K +$832K +32,375 New
HighTower Advisors
62
HighTower Advisors
Illinois
$761K +$183K +7,128 +31%
WA
63
Wealth Alliance
New York
$758K +$335K +13,029 +78%
GSC
64
G&S Capital
Colorado
$743K +$751K +29,223 New
FTUS
65
Flow Traders U.S.
New York
$707K +$715K +27,802 New
IFA
66
Index Fund Advisors
California
$692K +$699K +27,191 New
RF
67
RHS Financial
California
$690K +$178K +6,915 +34%
CAN
68
Cetera Advisor Networks
California
$651K +$262K +10,193 +66%
WAL
69
W Advisors LLC
Tennessee
$638K +$644K +25,065 New
WP
70
WealthShield Partners
North Carolina
$608K +$615K +23,912 New
WDL
71
Well Done LLC
Michigan
$577K
RG
72
Retirement Group
California
$518K +$17.1K +665 +3%
SHGA
73
Sand Hill Global Advisors
California
$445K +$23.4K +911 +5%
TLFA
74
True Link Financial Advisors
California
$433K +$437K +17,012 New
CPIG
75
Chicago Partners Investment Group
Illinois
$430K +$8.61K +335 +2%