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iShares MSCI Intl Value Factor ETF

299 hedge funds and large institutions have $2.15B invested in iShares MSCI Intl Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.67% less ownership

Funds ownership: 87.52%81.85% (-5.7%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
151
Kelly Financial Services
Massachusetts
$780K
WFS
152
WealthGarden F.S.
California
$778K
UW
153
Unique Wealth
Florida
$762K
HPM
154
Hoxton Planning & Management
West Virginia
$749K
SWA
155
SFMG Wealth Advisors
Texas
$748K
WSWA
156
Warren Street Wealth Advisors
California
$747K
NHC
157
Nicholas Hoffman & Company
Georgia
$742K
WWP
158
Wise Wealth Partners
Arizona
$740K
VA
159
VestGen Advisors
Illinois
$736K
JTWM
160
Jackson Thornton Wealth Management
Alabama
$736K
WA
161
Waverly Advisors
Alabama
$709K
Northern Trust
162
Northern Trust
Illinois
$698K
SW
163
Simplicity Wealth
New Jersey
$692K
AWE
164
Avidian Wealth Enterprises
Texas
$686K
KPWS
165
Kestra Private Wealth Services
Texas
$662K
PCM
166
Peirce Capital Management
Texas
$643K
CAI
167
Capital Advisors Inc
Oklahoma
$617K
DWM
168
Drive Wealth Management
Utah
$612K
PFS
169
Prospera Financial Services
Texas
$610K
AWM
170
Aprio Wealth Management
Georgia
$605K
SC
171
Savant Capital
Illinois
$603K
Comerica Bank
172
Comerica Bank
Texas
$594K
AQR Capital Management
173
AQR Capital Management
Connecticut
$589K
Wealthfront Advisers
174
Wealthfront Advisers
California
$563K
LFA
175
Lauterbach Financial Advisors
Texas
$561K