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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
CF
201
Clarity Financial
Texas
$202K +$194K +6,657 New
ECM
202
Elgethun Capital Management
South Dakota
$190K
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$189K +$182K +6,243 New
EWA
204
EP Wealth Advisors
California
$182K -$845 -29 -0.5%
AC
205
AlphaCore Capital
California
$155K +$149K +5,115 New
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$137K
EWA
207
Elevate Wealth Advisory
Georgia
$123K
Citigroup
208
Citigroup
New York
$121K -$34.4K -1,179 -23%
Wells Fargo
209
Wells Fargo
California
$114K +$37.6K +1,290 +52%
NRC
210
New Republic Capital
North Carolina
$111K
ST
211
Smithfield Trust
Pennsylvania
$107K
MG
212
Mather Group
Illinois
$89.4K +$51K +1,748 +145%
AF
213
Advisornet Financial
Minnesota
$76.5K +$2.56K +88 +4%
PP
214
PrairieView Partners
Minnesota
$74K
AWM
215
AE Wealth Management
Kansas
$66.6K +$19.1K +655 +42%
VCM
216
Versant Capital Management
Arizona
$65.9K -$29 -1 -0%
PS
217
Principal Securities
Iowa
$54.2K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$49.1K -$233 -8 -0.5%
AssetMark Inc
219
AssetMark Inc
California
$43.5K
CIAS
220
Capital Investment Advisory Services
North Carolina
$39.3K +$21.1K +724 +127%
AA
221
Addison Advisors
Vermont
$28K
SC
222
SouthState Corp
Florida
$28K +$26.9K +924 New
SPIA
223
Steward Partners Investment Advisory
New York
$27.1K +$23.2K +796 +812%
NWMP
224
Noble Wealth Management PBC
Colorado
$25.2K -$1.49K -51 -6%
S
225
SignatureFD
Georgia
$25K