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iShares MSCI Intl Value Factor ETF

162 hedge funds and large institutions have $1.47B invested in iShares MSCI Intl Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.68% more ownership

Funds ownership: 105.38%109.06% (+3.7%)

1% more funds holding

Funds holding: 161162 (+1)

0% more capital invested

Capital invested by funds: $1.46B → $1.47B (+$6.16M)

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
2.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
27
Increased
65
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$874K -$967K -44,331 -50%
FWP
77
Firethorn Wealth Partners
Georgia
$868K +$959K +43,943 New
ASN
78
Advisory Services Network
Georgia
$861K +$594K +27,218 +166%
TCA
79
Transcend Capital Advisors
New Jersey
$856K +$748K +34,275 +378%
NL
80
NWAM LLC
Washington
$806K +$678K +31,044 +318%
AWM
81
Angeles Wealth Management
California
$781K -$480K -21,990 -36%
RG
82
Retirement Group
California
$773K -$216K -9,888 -20%
BlackRock
83
BlackRock
New York
$715K -$7.81M -357,641 -91%
HCA
84
Heck Capital Advisors
Wisconsin
$708K -$195K -8,949 -20%
CAAM
85
Cornerstone Advisors Asset Management
Pennsylvania
$700K
JBA
86
Johnson Bixby & Associates
Washington
$683K +$19.6K +896 +3%
RF
87
RHS Financial
California
$666K +$164K +7,522 +29%
MLA
88
My Legacy Advisors
Oregon
$664K +$447K +20,485 +160%
D
89
Dentgroup
Louisiana
$661K +$726K +33,281 New
JWA
90
JFS Wealth Advisors
Pennsylvania
$558K -$388K -17,788 -39%
WDL
91
Well Done LLC
Michigan
$557K -$125K -5,733 -17%
GIA
92
Goodwin Investment Advisory
Georgia
$554K +$123K +5,655 +25%
JP Morgan Chase
93
JP Morgan Chase
New York
$543K -$824K -37,775 -58%
CAG
94
Csenge Advisory Group
Florida
$529K +$585K +26,803 New
SWP
95
Strategic Wealth Partners
Ohio
$526K +$581K +26,614 New
MML Investors Services
96
MML Investors Services
Massachusetts
$520K +$231K +10,577 +67%
LWAC
97
Laurel Wealth Advisors (California)
California
$513K +$567K +25,959 New
SWA
98
Stratos Wealth Advisors
Ohio
$512K +$365K +16,712 +181%
HFA
99
High Falls Advisors
New York
$512K +$566K +25,912 New
SFFS
100
Stonehage Fleming Financial Services
Jersey
$492K +$544K +24,931 New