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iShares MSCI Intl Value Factor ETF

229 hedge funds and large institutions have $1.66B invested in iShares MSCI Intl Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

15% more funds holding

Funds holding: 200229 (+29)

1.58% more ownership

Funds ownership: 98.82%100.4% (+1.6%)

0% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$8.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
229
Holders Change
+29
Holders Change %
+14.5%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
68
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
101
High Falls Advisors
New York
$784K +$93K +3,656 +14%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$778K +$127K +5,006 +21%
HPM
103
Hoxton Planning & Management
West Virginia
$764K -$596K -23,446 -45%
CAG
104
Csenge Advisory Group
Florida
$763K -$70.3K -2,766 -9%
VWA
105
Valued Wealth Advisors
Utah
$744K +$746K +29,349 New
SVWG
106
Shared Vision Wealth Group
United States
$742K +$712K +27,986 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$741K -$2.34K -92 -0.3%
AAS
108
Avantax Advisory Services
Texas
$723K +$30.5K +1,199 +5%
JBA
109
Johnson Bixby & Associates
Washington
$702K -$9.59K -377 -1%
IDA
110
Intelligence Driven Advisers
California
$679K -$347K -13,628 -35%
IFA
111
Index Fund Advisors
California
$678K +$11.7K +460 +2%
SWA
112
Stratos Wealth Advisors
Ohio
$671K +$34.5K +1,358 +6%
DAM
113
Derbend Asset Management
Georgia
$666K +$639K +25,124 New
VCM
114
Vision Capital Management
Oregon
$660K +$634K +24,911 New
Ameriprise
115
Ameriprise
Minnesota
$653K +$126K +4,939 +25%
FFA
116
Farther Finance Advisors
California
$644K +$55.3K +2,175 +10%
KFS
117
Kelly Financial Services
Massachusetts
$641K -$1M -39,328 -62%
SP
118
Stonebrook Private
Michigan
$633K +$607K +23,862 New
EH
119
Equitable Holdings
New York
$630K -$12.7K -501 -2%
SS
120
Simplicity Solutions
Minnesota
$613K -$18.8K -741 -3%
CAM
121
Cresset Asset Management
Illinois
$610K
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$585K +$12.9K +506 +2%
RG
123
Retirement Group
California
$563K -$76.3K -3,000 -12%
NHC
124
Nicholas Hoffman & Company
Georgia
$554K
HGWM
125
Horst & Graben Wealth Management
Oregon
$535K +$299K +11,740 +139%