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iShares MSCI Intl Value Factor ETF

124 hedge funds and large institutions have $1.28B invested in iShares MSCI Intl Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more funds holding

Funds holding: 102124 (+22)

11% more capital invested

Capital invested by funds: $1.15B → $1.28B (+$124M)

5.91% more ownership

Funds ownership: 103.23%109.14% (+5.9%)

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
56
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$70K
MHR
102
Matthew Hamilton Rosenberg
$62K -$465K -18,083 -88%
VCM
103
Versant Capital Management
Arizona
$56K +$26 +1 +0%
Wells Fargo
104
Wells Fargo
California
$56K +$40.1K +1,560 +238%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$51K +$37.8K +1,470 +274%
ST
106
Smithfield Trust
Pennsylvania
$48K
EWA
107
EverSource Wealth Advisors
Alabama
$30K +$30.9K +1,204 New
MAM
108
Meeder Asset Management
Ohio
$25K -$9.23K -359 -27%
S
109
SignatureFD
Georgia
$25K +$6.86K +267 +38%
JP Morgan Chase
110
JP Morgan Chase
New York
$23K -$2.98K -116 -11%
PCG
111
Private Capital Group
Connecticut
$23K +$22.9K +890 New
RFA
112
Reilly Financial Advisors
California
$15K +$15.5K +605 New
PO
113
Private Ocean
California
$14K
CFGS
114
Concourse Financial Group Securities
Alabama
$10K -$11.8K -460 -53%
PB
115
Pinnacle Bancorp
Nebraska
$8K
HFS
116
HBC Financial Services
Washington
$8K +$8.94K +348 New
AWM
117
Accel Wealth Management
Iowa
$7K
NFG
118
Next Financial Group
Texas
$7K +$283 +11 +4%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.63K +180 New
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
FF
121
FourThought Financial
Florida
$1K -$874 -34 -52%
KFS
122
Kelly Financial Services
Massachusetts
$687 +$694 +27 New
FFG
123
Ford Financial Group
California
$1 +$1.85K +72 New
Ameriprise
124
Ameriprise
Minnesota
-$10.4M -408,171 Closed
FA
125
FDx Advisors
Illinois
-$335K -13,039 Closed