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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
BAG
101
Briggs Advisory Group
Rhode Island
$336K +$367K +15,168 New
CAN
102
Cetera Advisor Networks
California
$332K +$6.31K +261 +2%
CA
103
CGN Advisors
Kansas
$323K +$43.1K +1,783 +14%
BRWA
104
B. Riley Wealth Advisors
Florida
$303K +$330K +13,644 New
BW
105
Bison Wealth
Georgia
$300K -$48K -1,984 -13%
PAG
106
Private Advisor Group
New Jersey
$299K +$326K +13,494 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$298K -$162K -6,717 -33%
CFO
108
Collective Family Office
Pennsylvania
$297K -$35K -1,447 -10%
ECM
109
Elgethun Capital Management
South Dakota
$291K +$319K +13,170 New
SCM
110
SOL Capital Management
Maryland
$288K +$314K +12,985 New
MLA
111
My Legacy Advisors
Oregon
$276K +$309K +12,776 New
BJL
112
Brighton Jones LLC
Washington
$267K +$292K +12,052 New
RJFSA
113
Raymond James Financial Services Advisors
Florida
$263K +$22.2K +918 +8%
KFS
114
Kelly Financial Services
Massachusetts
$260K +$166K +6,865 +141%
DWP
115
Destiny Wealth Partners
Florida
$250K +$54.2K +2,242 +25%
PPW
116
Pinnacle Private Wealth
Massachusetts
$242K +$264K +10,910 New
RHBC
117
R.H. Bluestein & Co
Michigan
$221K +$41.5K +1,715 +21%
IFA
118
Index Fund Advisors
California
$219K -$398K -16,457 -62%
NL
119
NWAM LLC
Washington
$213K -$120K -4,979 -34%
Renaissance Technologies
120
Renaissance Technologies
New York
$212K +$231K +9,541 New
SWA
121
Stratos Wealth Advisors
Ohio
$205K -$185K -7,659 -45%
TCA
122
Transcend Capital Advisors
New Jersey
$201K -$494K -20,434 -69%
WANY
123
Wealthspire Advisors (New York)
New York
$200K
GM
124
GeoWealth Management
Illinois
$198K +$11.9K +494 +6%
GRP
125
Global Retirement Partners
California
$159K +$871 +36 +0.5%