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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$52.9M)

0% more funds holding

Funds holding: 191191 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.81% less ownership

Funds ownership: 107.67%105.87% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$2.96M +$913K +37,191 +45%
SFO
52
Stokes Family Office
Louisiana
$2.95M -$4.22K -172 -0.1%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.81M -$842K -34,281 -23%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.7M -$211K -8,583 -7%
VW
55
Vance Wealth
California
$2.69M -$89.8K -3,655 -3%
CWS
56
Cypress Wealth Services
California
$2.63M -$46.5K -1,892 -2%
WA
57
Wealth Alliance
New York
$2.38M -$437K -17,781 -16%
OMC
58
Old Mission Capital
Illinois
$2.12M -$4.84M -197,131 -70%
OAP
59
One Advisory Partners
Kansas
$2.08M +$24.9K +1,012 +1%
PA
60
Parallel Advisors
California
$2.01M +$107K +4,341 +6%
HCA
61
Heck Capital Advisors
Wisconsin
$1.98M +$310K +12,636 +19%
CBT
62
CoreFirst Bank & Trust
Kansas
$1.92M +$1.2M +48,869 +171%
IA
63
IFP Advisors
Florida
$1.89M +$1.77M +72,144 New
MFA
64
Mayflower Financial Advisors
Massachusetts
$1.86M -$85.5K -3,481 -4%
BIA
65
Bell Investment Advisors
California
$1.76M +$34.7K +1,411 +2%
TLFA
66
True Link Financial Advisors
California
$1.66M -$66.8K -2,719 -4%
RSWM
67
Robertson Stephens Wealth Management
California
$1.61M -$1.18M -48,015 -42%
RWI
68
Red Wave Investments
Pennsylvania
$1.58M
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.54M -$183K -7,471 -11%
AF
70
Advisornet Financial
Minnesota
$1.54M
HPM
71
Hoxton Planning & Management
West Virginia
$1.49M -$613K -24,947 -29%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.47M +$1.17M +47,670 +417%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$1.46M
CP
74
Clayton Partners
California
$1.37M +$1.36M +55,307 New
WAL
75
W Advisors LLC
Tennessee
$1.25M -$108K -4,381 -8%