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iShares MSCI Intl Value Factor ETF

297 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 42 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.69% less ownership

Funds ownership: 87.51%81.82% (-5.7%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$560K
MGIA
177
Moneta Group Investment Advisors
Missouri
$539K
CIAS
178
CFS Investment Advisory Services
New Jersey
$531K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$527K
HF
180
HRT Financial
New York
$514K
CPA
181
Capital Performance Advisors
California
$505K
D
182
Dentgroup
Louisiana
$499K
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$454K
KRW
184
Kaufman Rossin Wealth
Florida
$449K
CWMA
185
Capstone Wealth Management (Alabama)
Alabama
$430K
GS
186
GTS Securities
New York
$430K
CFO
187
Collective Family Office
Pennsylvania
$429K
AWM
188
Ariadne Wealth Management
California
$404K
VFA
189
Valeo Financial Advisors
Indiana
$376K
Corient Private Wealth
190
Corient Private Wealth
Florida
$373K
JWA
191
JFS Wealth Advisors
Pennsylvania
$371K
WDL
192
Well Done LLC
Michigan
$367K
AG
193
AmeriFlex Group
Nevada
$367K
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$362K
RW
195
Ridgeline Wealth
Arizona
$360K
AAS
196
Ameritas Advisory Services
Nebraska
$351K
EWA
197
EverSource Wealth Advisors
Alabama
$349K
CA
198
CGN Advisors
Kansas
$348K
5W
199
5T Wealth
California
$335K
MHR
200
Matthew Hamilton Rosenberg
$325K