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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

18% more funds holding

Funds holding: 162191 (+29)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$252M)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.38% less ownership

Funds ownership: 109.06%107.67% (-1.4%)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$2.88M +$2.41M +109,365 +725%
SFO
52
Stokes Family Office
Louisiana
$2.76M +$647K +29,337 +33%
TC
53
Tacita Capital
Ontario, Canada
$2.75M +$45.5K +2,065 +2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.72M -$134K -6,072 -5%
WA
55
Wealth Alliance
New York
$2.64M -$155K -7,016 -6%
RSWM
56
Robertson Stephens Wealth Management
California
$2.62M -$33.5K -1,519 -1%
VW
57
Vance Wealth
California
$2.6M +$1.04M +47,119 +73%
CWS
58
Cypress Wealth Services
California
$2.5M +$269K +12,179 +13%
FTUS
59
Flow Traders U.S.
New York
$2.1M -$1.62M -73,610 -45%
Ameriprise
60
Ameriprise
Minnesota
$2.03M -$222K -10,083 -10%
HPM
61
Hoxton Planning & Management
West Virginia
$1.97M +$1.88M +85,051 New
PAS
62
Park Avenue Securities
New York
$1.94M +$1.84M +83,568 New
OAP
63
One Advisory Partners
Kansas
$1.92M -$66K -2,993 -3%
Stifel Financial
64
Stifel Financial
Missouri
$1.91M -$4.55M -206,438 -72%
MFA
65
Mayflower Financial Advisors
Massachusetts
$1.82M +$144K +6,540 +9%
PA
66
Parallel Advisors
California
$1.78M +$616K +27,935 +57%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.62M +$961K +43,588 +166%
TLFA
68
True Link Financial Advisors
California
$1.62M -$134K -6,071 -8%
BIA
69
Bell Investment Advisors
California
$1.62M -$160K -7,257 -9%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$1.61M -$28.7K -1,303 -2%
HCA
71
Heck Capital Advisors
Wisconsin
$1.55M +$688K +31,212 +87%
CW
72
CreativeOne Wealth
Kansas
$1.54M -$109K -4,955 -7%
RWI
73
Red Wave Investments
Pennsylvania
$1.48M -$35.5K -1,609 -2%
AF
74
Advisornet Financial
Minnesota
$1.44M -$17.8K -808 -1%
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$1.37M +$187K +8,464 +17%