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iShares MSCI Intl Value Factor ETF

161 hedge funds and large institutions have $1.46B invested in iShares MSCI Intl Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

2% more funds holding

Funds holding: 158161 (+3)

1% more capital invested

Capital invested by funds: $1.44B → $1.46B (+$18.2M)

1.47% less ownership

Funds ownership: 106.85%105.38% (-1.5%)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
27
Increased
68
Reduced
49
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.17M +$1.99M +82,380 +537%
BIA
52
Bell Investment Advisors
California
$2.13M +$2.33M +96,182 New
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.07M +$648K +26,795 +40%
EH
54
Equitable Holdings
New York
$1.97M -$330K -13,638 -13%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.95M +$302K +12,501 +17%
T
56
TCWP
Ohio
$1.89M +$15K +619 +0.7%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.77M +$847K +35,012 +78%
CW
58
CreativeOne Wealth
Kansas
$1.65M -$26.3K -1,086 -1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.63M +$1.77M +73,282 New
HWM
60
Hemington Wealth Management
Virginia
$1.54M -$5.88K -243 -0.3%
CL
61
CSS LLC
Illinois
$1.53M +$1.67M +69,044 New
RWI
62
Red Wave Investments
Pennsylvania
$1.52M
AHC
63
Anderson Hoagland & Co
Missouri
$1.5M +$151K +6,226 +10%
JP Morgan Chase
64
JP Morgan Chase
New York
$1.45M -$514K -21,259 -25%
AWM
65
Angeles Wealth Management
California
$1.36M -$1.86M -76,820 -56%
WAL
66
W Advisors LLC
Tennessee
$1.36M -$138K -5,704 -9%
SS
67
Simplicity Solutions
Minnesota
$1.31M -$261K -10,785 -15%
Creative Planning
68
Creative Planning
Kansas
$1.24M +$131K +5,428 +11%
CWS
69
Cypress Wealth Services
California
$1.23M +$160K +6,622 +14%
UBS AM
70
UBS AM
Illinois
$1.16M
VW
71
Vance Wealth
California
$1.15M +$1.25M +51,849 New
Citadel Advisors
72
Citadel Advisors
Florida
$1.14M -$4.94M -204,038 -80%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$1.14M +$83.7K +3,461 +7%
AF
74
Allworth Financial
California
$1.14M -$23.4K -969 -2%
MFA
75
Mayflower Financial Advisors
Massachusetts
$1.12M +$715K +29,557 +140%