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iShares MSCI Intl Value Factor ETF

162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.68% more ownership

Funds ownership: 105.38%109.06% (+3.7%)

1% more funds holding

Funds holding: 161162 (+1)

0% more capital invested

Capital invested by funds: $1.46B → $1.47B (+$6.16M)

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
27
Increased
65
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Tacita Capital
Ontario, Canada
$2.3M -$4.69K -215 -0.2%
RSWM
52
Robertson Stephens Wealth Management
California
$2.26M +$1.76M +80,534 +236%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.24M +$562K +25,730 +29%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$2.17M +$363K +16,612 +18%
CWS
55
Cypress Wealth Services
California
$1.94M +$883K +40,471 +73%
Ameriprise
56
Ameriprise
Minnesota
$1.93M +$2.13M +97,807 New
SFO
57
Stokes Family Office
Louisiana
$1.77M +$1.26M +57,787 +181%
OAP
58
One Advisory Partners
Kansas
$1.69M +$1.87M +85,730 New
BIA
59
Bell Investment Advisors
California
$1.52M -$419K -19,215 -20%
TLFA
60
True Link Financial Advisors
California
$1.5M -$1.92M -88,183 -54%
MFA
61
Mayflower Financial Advisors
Massachusetts
$1.42M +$465K +21,298 +42%
CW
62
CreativeOne Wealth
Kansas
$1.41M -$67.4K -3,090 -4%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.4M -$194K -8,873 -11%
WAL
64
W Advisors LLC
Tennessee
$1.37M +$171K +7,838 +13%
RWI
65
Red Wave Investments
Pennsylvania
$1.29M -$72.5K -3,320 -5%
VW
66
Vance Wealth
California
$1.28M +$287K +13,134 +25%
AF
67
Advisornet Financial
Minnesota
$1.24M +$1.31M +59,988 +2,146%
SS
68
Simplicity Solutions
Minnesota
$1.08M -$85.7K -3,926 -7%
Creative Planning
69
Creative Planning
Kansas
$1.05M -$56.1K -2,572 -5%
UBS AM
70
UBS AM
Illinois
$1.03M
HWM
71
Hemington Wealth Management
Virginia
$1.02M -$387K -17,744 -26%
AF
72
Allworth Financial
California
$1.01M
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$997K -$17.7K -809 -2%
PA
74
Parallel Advisors
California
$964K +$453K +20,755 +74%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$904K +$66.7K +3,055 +7%