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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$468M +$14.7M +503,393 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$248M -$23.4M -801,796 -9%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$133M -$4.91M -168,511 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$131M -$26.4M -905,291 -17%
JP Morgan Chase
5
JP Morgan Chase
New York
$119M -$14.6M -500,779 -11%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$33.1M +$9.36M +321,158 +42%
FIM
7
Freedom Investment Management
Connecticut
$25M -$306K -10,498 -1%
Bank of America
8
Bank of America
North Carolina
$24.7M +$2.5M +85,599 +12%
KCM
9
Kathmere Capital Management
Pennsylvania
$24.4M +$64.6K +2,217 +0.3%
ACM
10
Armbruster Capital Management
New York
$20.9M +$328K +11,264 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$20.8M -$6.37M -218,606 -24%
Morgan Stanley
12
Morgan Stanley
New York
$17.2M +$1.85M +63,294 +13%
LPL Financial
13
LPL Financial
California
$16.4M +$1.94M +66,715 +14%
KW
14
KWB Wealth
California
$16.1M +$2.59M +88,873 +18%
SAI
15
Savvy Advisors Inc
New York
$15.8M +$212K +7,263 +1%
OIA
16
OneDigital Investment Advisors
Kansas
$13.6M +$317K +10,884 +2%
IWC
17
Integrated Wealth Concepts
Massachusetts
$12.9M -$336K -11,524 -3%
HIP
18
HUB Investment Partners
Texas
$12.8M +$61.3K +2,103 +0.5%
ACA
19
Ackerman Capital Advisors
Texas
$12.5M -$26.8K -920 -0.2%
HPA
20
High Probability Advisors
New York
$12.3M -$810K -27,790 -6%
FG
21
Foster Group
Iowa
$12.3M -$174K -5,953 -1%
PL
22
Plancorp LLC
Missouri
$10.3M -$194K -6,646 -2%
CIA
23
Concurrent Investment Advisors
Florida
$9.24M +$6.14M +210,586 +224%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$9.18M +$601K +20,624 +7%
OWA
25
One Wealth Advisors
California
$9.11M -$263K -9,023 -3%