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iShares MSCI Intl Value Factor ETF

259 hedge funds and large institutions have $1.74B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.65B → $1.74B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 266259 (-7)

5.49% less ownership

Funds ownership: 92.94%87.45% (-5.5%)

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 102

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
75
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
126
Transcend Capital Advisors
New Jersey
$676K -$352K -12,068 -35%
KFS
127
Kelly Financial Services
Massachusetts
$674K +$53.6K +1,838 +9%
WFS
128
WealthGarden F.S.
California
$664K -$165K -5,662 -21%
TC
129
TownSquare Capital
Utah
$654K +$3.7K +127 +0.6%
WSWA
130
Warren Street Wealth Advisors
California
$644K
WWP
131
Wise Wealth Partners
Arizona
$643K -$3.59K -123 -0.6%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$638K +$102K +3,500 +21%
NHC
133
Nicholas Hoffman & Company
Georgia
$634K
BJL
134
Brighton Jones LLC
Washington
$616K +$104K +3,563 +21%
JTWM
135
Jackson Thornton Wealth Management
Alabama
$614K +$23.1K +793 +4%
AG
136
Ascent Group
Virginia
$611K +$588K +20,157 New
VA
137
VestGen Advisors
Illinois
$606K +$583K +20,008 New
Northern Trust
138
Northern Trust
Illinois
$591K
AWE
139
Avidian Wealth Enterprises
Texas
$586K
SW
140
Simplicity Wealth
New Jersey
$581K +$559K +19,175 New
MML Investors Services
141
MML Investors Services
Massachusetts
$578K -$259K -8,868 -32%
PAG
142
Private Advisor Group
New Jersey
$578K +$19.1K +655 +4%
RW
143
Ridgeline Wealth
Arizona
$546K -$875 -30 -0.2%
DWM
144
Drive Wealth Management
Utah
$542K +$522K +17,891 New
AWM
145
Aprio Wealth Management
Georgia
$522K +$502K +17,225 New
GKWIM
146
Gerber Kawasaki Wealth & Investment Management
California
$513K +$1.05K +36 +0.2%
HPM
147
Hoxton Planning & Management
West Virginia
$501K -$543K -18,616 -53%
AQR Capital Management
148
AQR Capital Management
Connecticut
$473K +$455K +15,600 New
PCM
149
Peirce Capital Management
Texas
$473K -$3.06K -105 -0.7%
Comerica Bank
150
Comerica Bank
Texas
$470K