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iShares MSCI Intl Value Factor ETF

161 hedge funds and large institutions have $1.46B invested in iShares MSCI Intl Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

2% more funds holding

Funds holding: 158161 (+3)

1% more capital invested

Capital invested by funds: $1.44B → $1.46B (+$18.2M)

1.47% less ownership

Funds ownership: 106.85%105.38% (-1.5%)

Holders
161
Holders Change
+3
Holders Change %
+1.9%
% of All Funds
2.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
27
Increased
68
Reduced
49
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
76
Retirement Group
California
$1.09M +$691K +28,555 +139%
JWA
77
JFS Wealth Advisors
Pennsylvania
$1.02M
HCA
78
Heck Capital Advisors
Wisconsin
$993K +$785K +32,450 +263%
JCIA
79
Jackson Creek Investment Advisors
Colorado
$968K +$72.1K +2,981 +8%
WA
80
Wealth Alliance
New York
$931K -$897K -37,092 -47%
CAAM
81
Cornerstone Advisors Asset Management
Pennsylvania
$786K
UB
82
UMB Bank
Missouri
$778K -$6.12K -253 -0.7%
RSWM
83
Robertson Stephens Wealth Management
California
$757K -$2.26M -93,289 -73%
WDL
84
Well Done LLC
Michigan
$752K -$42.2K -1,745 -5%
JBA
85
Johnson Bixby & Associates
Washington
$747K +$815K +33,680 New
SFO
86
Stokes Family Office
Louisiana
$707K -$118K -4,880 -13%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$694K -$732K -30,251 -49%
PA
88
Parallel Advisors
California
$622K +$668K +27,630 +6,352%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$598K +$6.65K +275 +1%
HighTower Advisors
90
HighTower Advisors
Illinois
$582K +$67.4K +2,786 +12%
RF
91
RHS Financial
California
$581K +$72.2K +2,983 +13%
GIA
92
Goodwin Investment Advisory
Georgia
$497K -$64.8K -2,677 -11%
AWM
93
Axxcess Wealth Management
California
$434K +$473K +19,572 New
AWE
94
Avidian Wealth Enterprises
Texas
$414K -$15.9K -659 -3%
CPIG
95
Chicago Partners Investment Group
Illinois
$408K +$45K +1,859 +12%
SHGA
96
Sand Hill Global Advisors
California
$395K +$5.85K +242 +1%
BCP
97
Blackhawk Capital Partners
Wisconsin
$393K -$34.6K -1,429 -7%
ASN
98
Advisory Services Network
Georgia
$363K -$143K -5,924 -27%
DWT
99
Dorsey & Whitney Trust
South Dakota
$355K
MML Investors Services
100
MML Investors Services
Massachusetts
$349K +$154K +6,366 +68%