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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$52.9M)

0% more funds holding

Funds holding: 191191 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.81% less ownership

Funds ownership: 107.67%105.87% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
Hemington Wealth Management
Virginia
$1.25M -$95.4K -3,883 -7%
AF
77
Allworth Financial
California
$1.25M +$58.2K +2,371 +5%
KP
78
Keel Point
Alabama
$1.19M +$798K +32,495 +209%
BPA
79
Beacon Pointe Advisors
California
$1.13M +$1.12M +45,629 New
HighTower Advisors
80
HighTower Advisors
Illinois
$1.11M +$343K +13,963 +46%
SS
81
Simplicity Solutions
Minnesota
$1.09M -$108K -4,405 -9%
SHGA
82
Sand Hill Global Advisors
California
$1.08M -$2.04M -83,104 -66%
UBS AM
83
UBS AM
Illinois
$1.07M
ASN
84
Advisory Services Network
Georgia
$1.05M -$3.88K -158 -0.4%
SB
85
Strategic Blueprint
Georgia
$1.04M +$472K +19,200 +85%
SI
86
Saxon Interests
Texas
$1.02M +$1.01M +41,163 New
IDA
87
Intelligence Driven Advisers
California
$1M +$19.8K +806 +2%
CL
88
CSS LLC
Illinois
$967K +$344K +14,000 +56%
NL
89
NWAM LLC
Washington
$947K -$154K -6,278 -14%
JCIA
90
Jackson Creek Investment Advisors
Colorado
$928K -$36.8K -1,498 -4%
D
91
Dentgroup
Louisiana
$884K -$161K -6,574 -16%
CAAM
92
Cornerstone Advisors Asset Management
Pennsylvania
$878K
KAS
93
Kestra Advisory Services
Texas
$866K +$77.3K +3,149 +10%
FWP
94
Firethorn Wealth Partners
Georgia
$845K -$158K -6,451 -16%
TCA
95
Transcend Capital Advisors
New Jersey
$843K -$147K -5,974 -15%
BAG
96
Briggs Advisory Group
Rhode Island
$808K
Creative Planning
97
Creative Planning
Kansas
$808K -$55.6K -2,262 -6%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$796K +$196K +7,981 +33%
CAG
99
Csenge Advisory Group
Florida
$766K +$38.3K +1,561 +5%
MLA
100
My Legacy Advisors
Oregon
$760K +$16K +652 +2%