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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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

8% more capital invested

Capital invested by funds: $1.99B → $2.15B (+$156M)

6% more funds holding

Funds holding: 281299 (+18)

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
+18
Holders Change %
+6.41%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
43
Increased
82
Reduced
114
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
151
Kelly Financial Services
Massachusetts
$780K -$63.2K -1,839 -8%
WFS
152
WealthGarden F.S.
California
$778K -$3.54K -103 -0.5%
UW
153
Unique Wealth
Florida
$762K -$5.32K -155 -0.7%
HPM
154
Hoxton Planning & Management
West Virginia
$749K -$106K -3,084 -13%
SWA
155
SFMG Wealth Advisors
Texas
$748K +$724K +21,083 New
WSWA
156
Warren Street Wealth Advisors
California
$747K -$4.09K -119 -0.6%
NHC
157
Nicholas Hoffman & Company
Georgia
$742K
WWP
158
Wise Wealth Partners
Arizona
$740K -$12.5K -365 -2%
VA
159
VestGen Advisors
Illinois
$736K +$10.3K +301 +1%
JTWM
160
Jackson Thornton Wealth Management
Alabama
$736K
WA
161
Waverly Advisors
Alabama
$709K -$50.7K -1,475 -7%
Northern Trust
162
Northern Trust
Illinois
$698K
SW
163
Simplicity Wealth
New Jersey
$692K +$103 +3 +0%
AWE
164
Avidian Wealth Enterprises
Texas
$686K
KPWS
165
Kestra Private Wealth Services
Texas
$662K +$4.09K +119 +0.6%
PCM
166
Peirce Capital Management
Texas
$643K
CAI
167
Capital Advisors Inc
Oklahoma
$617K -$226K -6,580 -27%
DWM
168
Drive Wealth Management
Utah
$612K -$3.4K -99 -0.6%
PFS
169
Prospera Financial Services
Texas
$610K +$327K +9,516 +124%
AWM
170
Aprio Wealth Management
Georgia
$605K
SC
171
Savant Capital
Illinois
$603K +$84.9K +2,471 +17%
Comerica Bank
172
Comerica Bank
Texas
$594K +$42.3K +1,233 +8%
AQR Capital Management
173
AQR Capital Management
Connecticut
$589K -$25.7K -749 -4%
Wealthfront Advisers
174
Wealthfront Advisers
California
$563K +$10.8K +314 +2%
LFA
175
Lauterbach Financial Advisors
Texas
$561K