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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
MGW
201
MB Generational Wealth
Washington
$323K
FW
202
FullCircle Wealth
Texas
$321K
BWM
203
Baron Wealth Management
Michigan
$311K
MOS
204
MGO One Seven
Ohio
$307K
RFP
205
RCS Financial Planning
Maryland
$305K
CIA
206
Choate Investment Advisors
Massachusetts
$303K
DWT
207
Dorsey & Whitney Trust
South Dakota
$302K
AIA
208
Accelerate Investment Advisors
California
$301K
BFA
209
Benningfield Financial Advisors
California
$299K
MFG
210
Merit Financial Group
Georgia
$293K
WWM
211
Western Wealth Management
Colorado
$293K
BCM
212
Becker Capital Management
Oregon
$293K
TF
213
Theory Financial
Colorado
$291K
CWP
214
Cyndeo Wealth Partners
Florida
$284K
CPC
215
Cookson Peirce & Co
Pennsylvania
$282K
MPW
216
Magnolia Private Wealth
Pennsylvania
$278K
CW
217
CreativeOne Wealth
Kansas
$270K
FA
218
Fiduciary Alliance
South Carolina
$257K
LSA
219
Lansing Street Advisors
Pennsylvania
$254K
VA
220
Valmark Advisers
Ohio
$253K
SPI
221
Sutton Place Investors
New York
$252K
SWM
222
Spire Wealth Management
Virginia
$248K
TWP
223
Triad Wealth Partners
Kansas
$245K
TSS
224
Two Sigma Securities
New York
$242K
CA
225
Claro Advisors
Massachusetts
$218K