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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
MGW
201
MB Generational Wealth
Washington
$323K +$313K +9,109 New
FW
202
FullCircle Wealth
Texas
$321K -$105K -3,044 -25%
BWM
203
Baron Wealth Management
Michigan
$311K +$24.5K +713 +9%
MOS
204
MGO One Seven
Ohio
$307K -$48.2K -1,404 -14%
RFP
205
RCS Financial Planning
Maryland
$305K -$38.4K -1,118 -12%
CIA
206
Choate Investment Advisors
Massachusetts
$303K
DWT
207
Dorsey & Whitney Trust
South Dakota
$302K
AIA
208
Accelerate Investment Advisors
California
$301K -$2.47K -72 -0.8%
BFA
209
Benningfield Financial Advisors
California
$299K +$289K +8,421 New
MFG
210
Merit Financial Group
Georgia
$293K -$23K -671 -8%
WWM
211
Western Wealth Management
Colorado
$293K +$284K +8,260 New
BCM
212
Becker Capital Management
Oregon
$293K
TF
213
Theory Financial
Colorado
$291K -$8.38K -244 -3%
CWP
214
Cyndeo Wealth Partners
Florida
$284K
CPC
215
Cookson Peirce & Co
Pennsylvania
$282K +$5.15K +150 +2%
MPW
216
Magnolia Private Wealth
Pennsylvania
$278K
CW
217
CreativeOne Wealth
Kansas
$270K -$207K -6,021 -44%
FA
218
Fiduciary Alliance
South Carolina
$257K +$4.12K +120 +2%
LSA
219
Lansing Street Advisors
Pennsylvania
$254K -$3.4K -99 -1%
VA
220
Valmark Advisers
Ohio
$253K
SPI
221
Sutton Place Investors
New York
$252K -$11.3K -330 -4%
SWM
222
Spire Wealth Management
Virginia
$248K -$2.27K -66 -0.9%
TWP
223
Triad Wealth Partners
Kansas
$245K +$237K +6,908 New
TSS
224
Two Sigma Securities
New York
$242K +$235K +6,834 New
CA
225
Claro Advisors
Massachusetts
$218K -$71K -2,068 -25%