We are live on ! Find out more
IVLU icon

iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.72B invested in iShares MSCI Intl Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

18% more funds holding

Funds holding: 162191 (+29)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$252M)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

1.38% less ownership

Funds ownership: 109.06%107.67% (-1.4%)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
191
Holders Change
+29
Holders Change %
+17.9%
% of All Funds
3.07%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
51
Increased
62
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$80.2K +$76.3K +3,461 New
Wells Fargo
152
Wells Fargo
California
$73.9K +$40.2K +1,821 +133%
NIC
153
Northwest Investment Counselors
Oregon
$71.6K
AWM
154
Accurate Wealth Management
Florida
$60.5K -$163K -7,409 -75%
RPCA
155
Running Point Capital Advisors
California
$52.7K
VCM
156
Versant Capital Management
Arizona
$51.6K
RFA
157
Resurgent Financial Advisors
Georgia
$46.8K +$44.5K +2,018 New
ST
158
Smithfield Trust
Pennsylvania
$45K
AWM
159
Angeles Wealth Management
California
$44.7K -$829K -37,590 -95%
DI
160
Disciplined Investments
Oklahoma
$43.3K -$17.2K -780 -29%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$38K +$32.5K +1,474 +819%
BAM
162
Belpointe Asset Management
Nevada
$31.9K +$30.4K +1,377 New
PPC
163
Park Place Capital
Alabama
$27K +$26.1K +1,182 New
SWM
164
Spire Wealth Management
Virginia
$19K -$750 -34 -4%
CFGS
165
Concourse Financial Group Securities
Alabama
$18.3K +$8.62K +391 +98%
S
166
SignatureFD
Georgia
$17.5K +$198 +9 +1%
HI
167
Harbour Investments
Wisconsin
$16.3K +$15.5K +702 New
FAM
168
Family Asset Management
South Carolina
$15.4K +$14.6K +663 New
ME
169
McIlrath & Eck
Washington
$13.5K
PO
170
Private Ocean
California
$12.5K
CFD
171
Creative Financial Designs
Indiana
$8.71K -$176 -8 -2%
BAAM
172
Baker Avenue Asset Management
California
$7.07K +$6.73K +305 New
AWM
173
Accel Wealth Management
Iowa
$6.79K
SCA
174
Stonebridge Capital Advisors
Minnesota
$5.82K +$5.54K +251 New
MHR
175
Matthew Hamilton Rosenberg
$3.38K -$12.8K -582 -80%