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iShares MSCI Intl Value Factor ETF

191 hedge funds and large institutions have $1.77B invested in iShares MSCI Intl Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $1.72B → $1.77B (+$52.9M)

0% more funds holding

Funds holding: 191191 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.81% less ownership

Funds ownership: 107.67%105.87% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
24
Increased
59
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$11.2K +$1.89K +77 +20%
BAAM
177
Baker Avenue Asset Management
California
$10.4K +$2.82K +115 +38%
AWM
178
Accel Wealth Management
Iowa
$7.26K
SCA
179
Stonebridge Capital Advisors
Minnesota
$6.23K
MHR
180
Matthew Hamilton Rosenberg
$3.62K
TCWA
181
Ten Capital Wealth Advisors
Washington
$2.92K
PWM
182
Provident Wealth Management
Tennessee
$2.83K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$2.43K +$737 +30 +44%
RWM
184
Ruedi Wealth Management
Illinois
$1.81K
HWA
185
HHM Wealth Advisors
Tennessee
$1.56K
TWA
186
TCI Wealth Advisors
Arizona
$1.24K +$393 +16 +47%
WP
187
WealthPLAN Partners
Nebraska
$1.17K +$1.15K +47 New
SC
188
Sawyer & Company
Massachusetts
$1K -$737 -30 -50%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$883 +$77.2K +3,144 +10%
CWP
190
Concord Wealth Partners
Virginia
$669
BHWM
191
Beaird Harris Wealth Management
Texas
$397
FT
192
Fiduciary Trust
Massachusetts
-$6.74M -290,917 Closed
PAS
193
Park Avenue Securities
New York
-$1.94M -83,568 Closed
CW
194
CreativeOne Wealth
Kansas
-$1.54M -66,268 Closed
BF
195
BOK Financial
Oklahoma
-$806K -34,776 Closed
CPIG
196
Chicago Partners Investment Group
Illinois
-$452K -18,137 Closed
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
-$367K -15,846 Closed
PWM
198
Pacific Wealth Management
California
-$349K -15,081 Closed
LFA
199
LGT Financial Advisors
Texas
-$331K -14,274 Closed
GM
200
GeoWealth Management
Illinois
-$188K -8,128 Closed