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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
JBA
101
Johnson Bixby & Associates
Washington
$741K -$21.8K -889 -3%
RF
102
RHS Financial
California
$727K -$66.3K -2,698 -8%
RG
103
Retirement Group
California
$702K -$141K -5,750 -17%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$662K +$655K +26,687 New
Schroder Investment Management Group
105
Schroder Investment Management Group
United Kingdom
$639K -$71.7K -2,919 -10%
IFA
106
Index Fund Advisors
California
$622K -$49.9K -2,033 -7%
HFA
107
High Falls Advisors
New York
$609K -$7.61K -310 -1%
EH
108
Equitable Holdings
New York
$589K
Renaissance Technologies
109
Renaissance Technologies
New York
$553K +$34.4K +1,400 +7%
SWA
110
Stratos Wealth Advisors
Ohio
$519K -$103K -4,203 -17%
NHC
111
Nicholas Hoffman & Company
Georgia
$518K
OIA
112
OneDigital Investment Advisors
Kansas
$495K +$490K +19,957 New
SFFS
113
Stonehage Fleming Financial Services
Jersey
$492K +$612K +24,931 New
AWE
114
Avidian Wealth Enterprises
Texas
$486K +$4.79K +195 +1%
FFA
115
Farther Finance Advisors
California
$482K -$151K -6,161 -24%
WSWA
116
Warren Street Wealth Advisors
California
$479K +$15.4K +628 +3%
Corient Private Wealth
117
Corient Private Wealth
Florida
$475K
IC
118
IEQ Capital
California
$472K +$467K +19,033 New
Ameriprise
119
Ameriprise
Minnesota
$469K -$1.69M -68,801 -78%
BFG
120
Beacon Financial Group
Texas
$450K -$51.6K -2,101 -10%
CPA
121
Capital Performance Advisors
California
$428K -$7.37K -300 -2%
EWA
122
EverSource Wealth Advisors
Alabama
$428K -$41.3K -1,681 -9%
CA
123
CGN Advisors
Kansas
$407K +$32.3K +1,315 +9%
DWT
124
Dorsey & Whitney Trust
South Dakota
$397K
BRWA
125
B. Riley Wealth Advisors
Florida
$362K -$12.1K -494 -3%