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iShares MSCI Intl Value Factor ETF

230 hedge funds and large institutions have $1.69B invested in iShares MSCI Intl Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $1.66B → $1.69B (+$26.3M)

0% more funds holding

Funds holding: 229230 (+1)

6.87% less ownership

Funds ownership: 100.4%93.53% (-6.9%)

33% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 100

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
24
Increased
67
Reduced
100
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
Firethorn Wealth Partners
Georgia
$874K -$22.1K -823 -3%
TCA
102
Transcend Capital Advisors
New Jersey
$839K -$9.45K -352 -1%
HFA
103
High Falls Advisors
New York
$823K -$11.2K -417 -1%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$816K +$25.2K +937 +3%
VWA
105
Valued Wealth Advisors
Utah
$814K -$13.3K -497 -2%
CAG
106
Csenge Advisory Group
Florida
$790K -$21.5K -801 -3%
SVWG
107
Shared Vision Wealth Group
United States
$749K -$39.5K -1,470 -5%
Ameriprise
108
Ameriprise
Minnesota
$739K +$41.7K +1,552 +6%
JBA
109
Johnson Bixby & Associates
Washington
$734K -$13.1K -488 -2%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$733K -$90.8K -3,382 -12%
IFA
111
Index Fund Advisors
California
$731K +$7.73K +288 +1%
IDA
112
Intelligence Driven Advisers
California
$728K
SP
113
Stonebrook Private
Michigan
$727K +$51.2K +1,907 +8%
HPM
114
Hoxton Planning & Management
West Virginia
$724K -$85.1K -3,169 -11%
AAS
115
Avantax Advisory Services
Texas
$719K -$47.9K -1,785 -7%
SWA
116
Stratos Wealth Advisors
Ohio
$716K +$886 +33 +0.1%
DAM
117
Derbend Asset Management
Georgia
$708K -$1.4K -52 -0.2%
FFA
118
Farther Finance Advisors
California
$698K +$17.8K +663 +3%
WC
119
Weil Company
California
$681K +$647K +24,109 New
EH
120
Equitable Holdings
New York
$671K
VCM
121
Vision Capital Management
Oregon
$655K -$46.3K -1,724 -7%
CAM
122
Cresset Asset Management
Illinois
$650K
FWM
123
FFT Wealth Management
Pennsylvania
$647K -$11.3M -420,433 -95%
SW
124
Simplicity Wealth
New Jersey
$646K +$614K +22,883 New
KFS
125
Kelly Financial Services
Massachusetts
$646K -$35.4K -1,317 -5%