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iShares MSCI Intl Value Factor ETF

259 hedge funds and large institutions have $1.74B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.65B → $1.74B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 266259 (-7)

5.49% less ownership

Funds ownership: 92.94%87.45% (-5.5%)

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 102

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
75
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SCS Capital Management
Massachusetts
$3.52M +$394K +13,510 +13%
UBS Group
52
UBS Group
Switzerland
$3.3M -$13.5M -463,025 -81%
NA
53
NewEdge Advisors
Louisiana
$3.23M -$287K -9,837 -8%
Stifel Financial
54
Stifel Financial
Missouri
$3.22M +$1.41M +48,466 +84%
KP
55
Keel Point
Alabama
$3.09M +$1.58M +54,123 +113%
Truist Financial
56
Truist Financial
North Carolina
$3.07M -$72.6K -2,490 -2%
SWP
57
Sagespring Wealth Partners
Tennessee
$3.06M +$2.03M +69,500 +221%
CWS
58
Cypress Wealth Services
California
$2.97M -$411K -14,092 -13%
SI
59
Saxon Interests
Texas
$2.83M +$2.72M +93,246 New
KV
60
Kickstand Ventures
New York
$2.76M -$356K -12,206 -12%
CP
61
Clayton Partners
California
$2.73M +$102K +3,501 +4%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.63M +$319K +10,956 +14%
SFFS
63
Stonehage Fleming Financial Services
Jersey
$2.61M
USCWA
64
U.S. Capital Wealth Advisors
Texas
$2.59M -$420K -14,400 -14%
KWM
65
KFG Wealth Management
Indiana
$2.54M +$2.44M +83,794 New
TC
66
Tacita Capital
Ontario, Canada
$2.54M -$77K -2,640 -3%
VW
67
Vance Wealth
California
$2.46M -$47.9K -1,644 -2%
P
68
&Partners
Tennessee
$2.46M -$23.9K -820 -1%
AIA
69
Angeles Investment Advisors
California
$2.35M
Cerity Partners
70
Cerity Partners
New York
$2.33M -$190K -6,514 -8%
OAP
71
One Advisory Partners
Kansas
$2.19M -$20.1K -688 -0.9%
BW
72
Balance Wealth
Ohio
$2.17M +$2.09M +71,610 New
CL
73
CSS LLC
Illinois
$2.13M +$437K +15,000 +27%
TWM
74
TSA Wealth Management
Texas
$2.08M +$180K +6,162 +10%
SB
75
Strategic Blueprint
Georgia
$1.89M +$29.9K +1,024 +2%