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iShares MSCI Intl Value Factor ETF

200 hedge funds and large institutions have $1.67B invested in iShares MSCI Intl Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
24
Increased
87
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
151
Wells Fargo
California
$255K +$113K +4,462 +80%
MML Investors Services
152
MML Investors Services
Massachusetts
$250K -$63.4K -2,500 -20%
GRP
153
Global Retirement Partners
California
$239K
PCS
154
Personal CFO Solutions
New Jersey
$233K +$7.58K +299 +3%
TA
155
TKG Advisors
Indiana
$229K -$16K -629 -7%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$219K +$219K +8,616 New
LFA
157
LGT Financial Advisors
Texas
$215K -$3.12K -123 -1%
HGWM
158
Horst & Graben Wealth Management
Oregon
$214K +$214K +8,429 New
VA
159
Valmark Advisers
Ohio
$201K -$35.7K -1,407 -15%
SWM
160
Spire Wealth Management
Virginia
$195K +$330 +13 +0.2%
US Bancorp
161
US Bancorp
Minnesota
$185K +$185K +7,290 New
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$153K +$28.3K +1,114 +23%
CTA
163
Colonial Trust Advisors
South Carolina
$149K
BWM
164
Baystate Wealth Management
Massachusetts
$110K +$87.9K +3,468 +400%
NRC
165
New Republic Capital
North Carolina
$108K +$9.54K +376 +10%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$89.5K
VWM
167
Venturi Wealth Management
Texas
$84.2K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$82K +$36.6K +1,450 +81%
NIC
169
Northwest Investment Counselors
Oregon
$63.6K -$10.1K -400 -14%
PP
170
PrairieView Partners
Minnesota
$62K
RPCA
171
Running Point Capital Advisors
California
$57.7K
VCM
172
Versant Capital Management
Arizona
$50.7K -$5.76K -227 -10%
ST
173
Smithfield Trust
Pennsylvania
$48K
HR
174
Howe & Rusling
New York
$46.4K +$46.4K +1,829 New
AC
175
AlphaCore Capital
California
$46.1K