We are live on ! Find out more
IVLU icon

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
CBT
101
CoreFirst Bank & Trust
Kansas
$661K +$565K +25,635 +892%
IFA
102
Index Fund Advisors
California
$629K +$599K +27,140 New
LWAC
103
Laurel Wealth Advisors (California)
California
$608K +$6.15K +279 +1%
FFA
104
Farther Finance Advisors
California
$593K +$565K +25,601 New
SWA
105
Stratos Wealth Advisors
Ohio
$582K -$17.8K -809 -3%
CL
106
CSS LLC
Illinois
$579K +$221K +10,000 +67%
HFA
107
High Falls Advisors
New York
$577K -$22.6K -1,023 -4%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$559K +$267K +12,126 +101%
EH
109
Equitable Holdings
New York
$550K -$452K -20,500 -46%
SB
110
Strategic Blueprint
Georgia
$523K +$498K +22,580 New
NHC
111
Nicholas Hoffman & Company
Georgia
$485K +$461K +20,913 New
Renaissance Technologies
112
Renaissance Technologies
New York
$484K +$461K +20,900 New
BFG
113
Beacon Financial Group
Texas
$466K +$6.84K +310 +2%
AWM
114
Axxcess Wealth Management
California
$458K +$20.4K +925 +5%
CPIG
115
Chicago Partners Investment Group
Illinois
$452K +$4.67K +212 +1%
AWE
116
Avidian Wealth Enterprises
Texas
$450K +$34.2K +1,552 +9%
Corient Private Wealth
117
Corient Private Wealth
Florida
$444K +$422K +19,150 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$443K -$7.12K -323 -2%
EWA
119
EverSource Wealth Advisors
Alabama
$439K +$10.4K +471 +3%
WSWA
120
Warren Street Wealth Advisors
California
$433K +$412K +18,702 New
WDL
121
Well Done LLC
Michigan
$427K -$215K -9,748 -35%
CPA
122
Capital Performance Advisors
California
$407K +$50K +2,269 +15%
DWT
123
Dorsey & Whitney Trust
South Dakota
$371K
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$367K +$349K +15,846 New
KP
125
Keel Point
Alabama
$360K +$343K +15,558 New