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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$560K +$35.7K +1,039 +7%
MGIA
177
Moneta Group Investment Advisors
Missouri
$539K -$5.08K -148 -1%
CIAS
178
CFS Investment Advisory Services
New Jersey
$531K -$11.8K -345 -2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$527K +$7.28K +212 +1%
HF
180
HRT Financial
New York
$514K +$498K +14,495 New
CPA
181
Capital Performance Advisors
California
$505K
D
182
Dentgroup
Louisiana
$499K
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$454K -$36.6K -1,065 -8%
KRW
184
Kaufman Rossin Wealth
Florida
$449K -$5.12K -149 -1%
CWMA
185
Capstone Wealth Management (Alabama)
Alabama
$430K -$23.4K -682 -5%
GS
186
GTS Securities
New York
$430K +$192K +5,605 +86%
CFO
187
Collective Family Office
Pennsylvania
$429K
AWM
188
Ariadne Wealth Management
California
$404K
VFA
189
Valeo Financial Advisors
Indiana
$376K +$9.34K +272 +3%
Corient Private Wealth
190
Corient Private Wealth
Florida
$373K -$445K -12,971 -55%
JWA
191
JFS Wealth Advisors
Pennsylvania
$371K +$359K +10,450 New
WDL
192
Well Done LLC
Michigan
$367K
AG
193
AmeriFlex Group
Nevada
$367K -$551K -16,053 -61%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$362K -$1.41K -41 -0.4%
RW
195
Ridgeline Wealth
Arizona
$360K -$240 -7 -0.1%
AAS
196
Ameritas Advisory Services
Nebraska
$351K +$278K +8,105 +453%
EWA
197
EverSource Wealth Advisors
Alabama
$349K -$17.1K -497 -5%
CA
198
CGN Advisors
Kansas
$348K
5W
199
5T Wealth
California
$335K +$16.8K +488 +5%
MHR
200
Matthew Hamilton Rosenberg
$325K