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iShares MSCI Intl Value Factor ETF

259 hedge funds and large institutions have $1.74B invested in iShares MSCI Intl Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.65B → $1.74B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

3% less funds holding

Funds holding: 266259 (-7)

5.49% less ownership

Funds ownership: 92.94%87.45% (-5.5%)

26% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 102

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
75
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
FFT Wealth Management
Pennsylvania
$325K -$177K -6,083 -36%
LWM
177
Lionshead Wealth Management
New York
$316K -$254K -8,723 -46%
CA
178
CGN Advisors
Kansas
$312K -$51.7K -1,775 -15%
EWA
179
EverSource Wealth Advisors
Alabama
$292K -$37.9K -1,301 -12%
WDL
180
Well Done LLC
Michigan
$280K -$21.8K -747 -7%
TPWA
181
TRUE Private Wealth Advisors
Oregon
$280K +$269K +9,239 New
MHR
182
Matthew Hamilton Rosenberg
$280K
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$274K -$4.1M -140,617 -94%
VA
184
Valmark Advisers
Ohio
$268K -$17.8K -610 -6%
DWT
185
Dorsey & Whitney Trust
South Dakota
$258K
5W
186
5T Wealth
California
$255K -$77.5K -2,657 -24%
TF
187
Theory Financial
Colorado
$248K -$6.24K -214 -3%
RFP
188
RCS Financial Planning
Maryland
$246K -$14.7K -503 -6%
MPW
189
Magnolia Private Wealth
Pennsylvania
$237K
CWP
190
Cyndeo Wealth Partners
Florida
$235K -$59.6K -2,045 -21%
KPWS
191
Kestra Private Wealth Services
Texas
$233K +$224K +7,682 New
WC
192
Weil Company
California
$232K -$2.64M -90,438 -92%
TSS
193
Two Sigma Securities
New York
$225K +$217K +7,432 New
Wealthfront Advisers
194
Wealthfront Advisers
California
$224K +$216K +7,401 New
LSA
195
Lansing Street Advisors
Pennsylvania
$222K +$213K +7,312 New
Citadel Advisors
196
Citadel Advisors
Florida
$221K -$98.8K -3,388 -32%
FA
197
Fiduciary Alliance
South Carolina
$215K +$207K +7,103 New
SPI
198
Sutton Place Investors
New York
$214K +$206K +7,068 New
SWM
199
Spire Wealth Management
Virginia
$212K -$3.85K -132 -2%
MOS
200
MGO One Seven
Ohio
$211K -$126K -4,311 -38%