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iShares MSCI Intl Value Factor ETF

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $1.66B → $1.69B (+$26.3M)

0% more funds holding

Funds holding: 229230 (+1)

6.87% less ownership

Funds ownership: 100.4%93.53% (-6.9%)

33% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 100

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Tacita Capital
Ontario, Canada
$3.42M +$185K +6,884 +6%
SFA
52
Sequoia Financial Advisors
Ohio
$3.11M -$35M -1,305,088 -92%
PA
53
Parallel Advisors
California
$2.93M +$115K +4,274 +4%
CWS
54
Cypress Wealth Services
California
$2.87M -$17.8K -663 -0.6%
Truist Financial
55
Truist Financial
North Carolina
$2.78M -$33.6K -1,250 -1%
CIA
56
Concurrent Investment Advisors
Florida
$2.63M -$196K -7,298 -7%
VW
57
Vance Wealth
California
$2.52M -$2.71K -101 -0.1%
CP
58
Clayton Partners
California
$2.51M +$1.61K +60 +0.1%
KV
59
Kickstand Ventures
New York
$2.48M -$22.4K -834 -0.9%
SAI
60
Savvy Advisors Inc
New York
$2.39M +$986K +36,736 +77%
OAP
61
One Advisory Partners
Kansas
$2.3M -$7.17K -267 -0.3%
CIS
62
Custom Index Systems
New York
$2.23M +$27K +1,006 +1%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2.16M +$56K +2,086 +3%
WA
64
Wealth Alliance
New York
$2.15M -$112K -4,155 -5%
PAS
65
Park Avenue Securities
New York
$2.13M +$444K +16,541 +28%
SB
66
Strategic Blueprint
Georgia
$1.95M -$17K -633 -0.9%
RF
67
RHS Financial
California
$1.87M +$457K +17,023 +35%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.82M -$148K -5,496 -8%
RWI
69
Red Wave Investments
Pennsylvania
$1.8M
HighTower Advisors
70
HighTower Advisors
Illinois
$1.8M +$90.5K +3,369 +6%
Stifel Financial
71
Stifel Financial
Missouri
$1.76M -$84.4K -3,145 -5%
BIA
72
Bell Investment Advisors
California
$1.75M -$64.9K -2,418 -4%
RSWM
73
Robertson Stephens Wealth Management
California
$1.71M -$8.22K -306 -0.5%
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$1.63M
CL
75
CSS LLC
Illinois
$1.62M +$164K +6,100 +12%