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iShares MSCI Intl Value Factor ETF

299 hedge funds and large institutions have $2.15B invested in iShares MSCI Intl Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

8% more capital invested

Capital invested by funds: $1.99B → $2.15B (+$156M)

6% more funds holding

Funds holding: 281299 (+18)

5.67% less ownership

Funds ownership: 87.52%81.85% (-5.7%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
299
Holders Change
+18
Holders Change %
+6.41%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
43
Increased
82
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWI
101
Red Wave Investments
Pennsylvania
$2.12M -$14.5K -422 -0.7%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$2.12M +$313K +9,110 +18%
VT
103
Vise Technologies
New York
$2.1M +$181K +5,264 +10%
MFA
104
Mayflower Financial Advisors
Massachusetts
$2M -$202K -5,895 -9%
AF
105
Allworth Financial
California
$1.84M -$7.18K -209 -0.4%
SFA
106
Sequoia Financial Advisors
Ohio
$1.81M -$29.1K -847 -2%
WIA
107
World Investment Advisors
California
$1.81M -$567K -16,500 -24%
JWM
108
JDH Wealth Management
California
$1.66M -$68.3K -1,988 -4%
PWM
109
Perigon Wealth Management
California
$1.65M +$1.6M +46,535 New
Mariner
110
Mariner
Kansas
$1.63M -$209K -6,080 -12%
HWM
111
Hemington Wealth Management
Virginia
$1.62M -$12.5K -364 -0.8%
SFO
112
Stokes Family Office
Louisiana
$1.61M +$166K +4,826 +12%
US Bancorp
113
US Bancorp
Minnesota
$1.56M +$863K +25,127 +134%
KP
114
Keel Point
Alabama
$1.54M -$2.01M -58,455 -57%
BFG
115
Beacon Financial Group
Texas
$1.5M +$5.39K +157 +0.4%
HGWM
116
Horst & Graben Wealth Management
Oregon
$1.49M -$21.2K -618 -1%
WAL
117
W Advisors LLC
Tennessee
$1.4M -$4.6K -134 -0.3%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1.31M +$4.26K +124 +0.3%
Citadel Advisors
119
Citadel Advisors
Florida
$1.31M -$5.12M -149,000 -80%
BCG
120
Breakwater Capital Group
New Jersey
$1.3M +$26.7K +778 +2%
Creative Planning
121
Creative Planning
Kansas
$1.3M +$108K +3,147 +9%
BAMG
122
Brand Asset Management Group
Missouri
$1.29M +$1.25M +36,412 New
SIMC
123
Squire Investment Management Company
Utah
$1.29M -$5.84K -170 -0.5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.25M +$240K +6,981 +25%
QCM
125
Quantinno Capital Management
New York
$1.22M +$454K +13,221 +62%