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iShares MSCI Intl Value Factor ETF

279 hedge funds and large institutions have $1.98B invested in iShares MSCI Intl Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
CPA
176
Capital Performance Advisors
California
$468K
D
177
Dentgroup
Louisiana
$463K
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$456K
CW
179
CreativeOne Wealth
Kansas
$448K
LWM
180
LJI Wealth Management
Indiana
$428K
KRW
181
Kaufman Rossin Wealth
Florida
$421K
CWMA
182
Capstone Wealth Management (Alabama)
Alabama
$421K
FW
183
FullCircle Wealth
Texas
$401K
CFO
184
Collective Family Office
Pennsylvania
$397K
AWM
185
Ariadne Wealth Management
California
$381K
WDL
186
Well Done LLC
Michigan
$340K
VFA
187
Valeo Financial Advisors
Indiana
$339K
EWA
188
EverSource Wealth Advisors
Alabama
$339K
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$337K
RW
190
Ridgeline Wealth
Arizona
$334K
MOS
191
MGO One Seven
Ohio
$331K
CA
192
CGN Advisors
Kansas
$322K
RFP
193
RCS Financial Planning
Maryland
$319K
MHR
194
Matthew Hamilton Rosenberg
$301K
5W
195
5T Wealth
California
$294K
MFG
196
Merit Financial Group
Georgia
$294K
AIA
197
Accelerate Investment Advisors
California
$282K
CIA
198
Choate Investment Advisors
Massachusetts
$281K
DWT
199
Dorsey & Whitney Trust
South Dakota
$280K
TF
200
Theory Financial
Colorado
$276K