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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

18% more funds holding

Funds holding: 162191 (+29)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$252M)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.38% less ownership

Funds ownership: 109.06%107.67% (-1.4%)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAL
76
W Advisors LLC
Tennessee
$1.27M -$312K -14,168 -20%
HWM
77
Hemington Wealth Management
Virginia
$1.26M +$56.2K +2,547 +5%
SS
78
Simplicity Solutions
Minnesota
$1.12M -$144K -6,530 -12%
AF
79
Allworth Financial
California
$1.11M -$71.8K -3,257 -6%
NL
80
NWAM LLC
Washington
$1.03M +$81.5K +3,695 +9%
UBS AM
81
UBS AM
Illinois
$1M -$194K -8,806 -17%
ASN
82
Advisory Services Network
Georgia
$984K -$25K -1,133 -3%
D
83
Dentgroup
Louisiana
$978K +$197K +8,942 +27%
IDA
84
Intelligence Driven Advisers
California
$948K -$7.42M -336,655 -89%
TCA
85
Transcend Capital Advisors
New Jersey
$927K -$73.9K -3,351 -8%
FWP
86
Firethorn Wealth Partners
Georgia
$919K -$94.7K -4,293 -10%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$902K -$150K -6,812 -15%
CAAM
88
Cornerstone Advisors Asset Management
Pennsylvania
$821K
Creative Planning
89
Creative Planning
Kansas
$807K -$403K -18,259 -34%
BF
90
BOK Financial
Oklahoma
$806K +$767K +34,776 New
RG
91
Retirement Group
California
$789K -$112K -5,094 -13%
BAG
92
Briggs Advisory Group
Rhode Island
$755K +$268K +12,152 +59%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$752K +$182K +8,246 +34%
RF
94
RHS Financial
California
$742K -$37.8K -1,712 -5%
MLA
95
My Legacy Advisors
Oregon
$738K -$78.2K -3,544 -11%
KAS
96
Kestra Advisory Services
Texas
$736K +$306K +13,878 +78%
JBA
97
Johnson Bixby & Associates
Washington
$714K -$83.3K -3,778 -11%
HighTower Advisors
98
HighTower Advisors
Illinois
$706K +$157K +7,099 +30%
CAG
99
Csenge Advisory Group
Florida
$680K +$56.2K +2,549 +10%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$665K +$633K +28,708 New