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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$478K -$60.2K -2,760 -10%
HighTower Advisors
102
HighTower Advisors
Illinois
$466K -$59.4K -2,721 -10%
BAG
103
Briggs Advisory Group
Rhode Island
$404K +$115K +5,268 +35%
VHAM
104
Van Hulzen Asset Management
California
$396K +$438K +20,047 New
BFG
105
Beacon Financial Group
Texas
$394K +$432K +19,794 New
CPIG
106
Chicago Partners Investment Group
Illinois
$389K -$1.9K -87 -0.5%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$131K +6,009 +45%
AWM
108
Axxcess Wealth Management
California
$372K -$16.1K -737 -4%
EWA
109
EverSource Wealth Advisors
Alabama
$365K +$287K +13,162 +248%
Citadel Advisors
110
Citadel Advisors
Florida
$359K -$727K -33,327 -65%
AWE
111
Avidian Wealth Enterprises
Texas
$353K -$17.7K -810 -4%
KAS
112
Kestra Advisory Services
Texas
$353K +$390K +17,890 New
ECM
113
Elgethun Capital Management
South Dakota
$345K +$94.3K +4,319 +33%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$344K +$380K +17,399 New
SHGA
115
Sand Hill Global Advisors
California
$334K -$19.4K -888 -5%
DWT
116
Dorsey & Whitney Trust
South Dakota
$316K
CIAS
117
CFS Investment Advisory Services
New Jersey
$314K +$6.87M +314,612 New
KFS
118
Kelly Financial Services
Massachusetts
$313K +$89.6K +4,105 +35%
BRWA
119
B. Riley Wealth Advisors
Florida
$310K +$44.3K +2,030 +15%
CPA
120
Capital Performance Advisors
California
$302K +$334K +15,310 New
CAN
121
Cetera Advisor Networks
California
$298K +$2.47K +113 +0.8%
CL
122
CSS LLC
Illinois
$296K -$1.18M -54,044 -78%
CA
123
CGN Advisors
Kansas
$288K
BW
124
Bison Wealth
Georgia
$269K +$2.25K +103 +0.8%
BJL
125
Brighton Jones LLC
Washington
$269K +$33.8K +1,547 +13%