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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
Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.33%
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
Shares
Change %
RG
126
Retirement Group
California
$593K -$6.66K -236 -1%
NHC
127
Nicholas Hoffman & Company
Georgia
$590K
Creative Planning
128
Creative Planning
Kansas
$580K +$17.5K +619 +3%
HGWM
129
Horst & Graben Wealth Management
Oregon
$574K +$5.05K +179 +0.9%
AIA
130
Angeles Investment Advisors
California
$565K -$2.61M -92,500 -82%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$560K +$23K +814 +4%
AWE
132
Avidian Wealth Enterprises
Texas
$547K +$1.24K +44 +0.2%
SFFS
133
Stonehage Fleming Financial Services
Jersey
$492K -$1.21M -61,213 -71%
NL
134
NWAM LLC
Washington
$491K -$28.1K -988 -5%
WSWA
135
Warren Street Wealth Advisors
California
$487K -$36.9K -1,307 -7%
NA
136
NewEdge Advisors
Louisiana
$481K +$150K +5,327 +45%
CA
137
CGN Advisors
Kansas
$469K -$508 -18 -0.1%
Comerica Bank
138
Comerica Bank
Texas
$464K -$7.65K -271 -2%
DWT
139
Dorsey & Whitney Trust
South Dakota
$452K
BJL
140
Brighton Jones LLC
Washington
$449K +$452 +16 +0.1%
PAG
141
Private Advisor Group
New Jersey
$449K -$8.05K -285 -2%
CPA
142
Capital Performance Advisors
California
$446K -$10.9K -385 -2%
PCM
143
Peirce Capital Management
Texas
$443K
MWS
144
Maxwell Wealth Strategies
California
$436K
MGIA
145
Moneta Group Investment Advisors
Missouri
$433K -$1.24K -44 -0.3%
GKWIM
146
Gerber Kawasaki Wealth & Investment Management
California
$425K +$425K +15,048 New
BRWA
147
B. Riley Wealth Advisors
Florida
$413K +$4.74K +187 +1%
LP
148
LGL Partners
Pennsylvania
$412K -$4.5M -159,395 -92%
EWA
149
EverSource Wealth Advisors
Alabama
$381K -$1.03K -37 -0.3%
LFA
150
Lauterbach Financial Advisors
Texas
$380K +$22.1K +783 +6%