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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

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $1.66B → $1.69B (+$26.3M)

0% more funds holding

Funds holding: 229230 (+1)

6.87% less ownership

Funds ownership: 100.4%93.53% (-6.9%)

33% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 100

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.31%
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
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$377K +$4.94K +184 +1%
BW
152
Bison Wealth
Georgia
$375K -$4.05K -151 -1%
LWM
153
LJI Wealth Management
Indiana
$367K +$11.2K +418 +3%
Mariner
154
Mariner
Kansas
$356K +$6.47K +241 +2%
ECM
155
Elgethun Capital Management
South Dakota
$350K
CFO
156
Collective Family Office
Pennsylvania
$341K
Cerity Partners
157
Cerity Partners
New York
$330K +$6.63K +247 +2%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$326K +$15K +557 +5%
MFG
159
Merit Financial Group
Georgia
$324K -$187K -6,975 -38%
VFA
160
Valeo Financial Advisors
Indiana
$322K
D
161
Dentgroup
Louisiana
$321K -$29.2K -1,086 -9%
MPW
162
MA Private Wealth
California
$319K +$93.4K +3,480 +44%
SHGA
163
Sand Hill Global Advisors
California
$314K
QCM
164
QRG Capital Management
Illinois
$310K +$295K +10,983 New
WDL
165
Well Done LLC
Michigan
$306K -$31.4K -1,168 -10%
WIA
166
World Investment Advisors
California
$304K -$13.1K -489 -4%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$15.5K -576 -5%
TA
168
TKG Advisors
Indiana
$275K +$8.83K +329 +4%
GRP
169
Global Retirement Partners
California
$274K +$3.09K +115 +1%
CW
170
CreativeOne Wealth
Kansas
$274K -$48.6K -1,811 -16%
GIA
171
Goodwin Investment Advisory
Georgia
$266K
RFP
172
RCS Financial Planning
Maryland
$263K -$27.3K -1,015 -10%
TF
173
Theory Financial
Colorado
$243K -$1.53K -57 -0.7%
MGW
174
MB Generational Wealth
Washington
$236K -$3.17K -118 -1%
PCS
175
Personal CFO Solutions
New Jersey
$231K -$23.5K -875 -10%