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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$570M +$25.2M +733,152 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$259M -$7.76M -225,989 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$168M +$1.99M +58,090 +1%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$133M -$13.6M -396,524 -10%
Bank of America
5
Bank of America
North Carolina
$38.8M +$6.08M +176,973 +19%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$37M +$932K +27,151 +3%
Morgan Stanley
7
Morgan Stanley
New York
$33.4M +$5.64M +164,257 +21%
SAI
8
Savvy Advisors Inc
New York
$29.5M +$5.44M +158,491 +24%
KCM
9
Kathmere Capital Management
Pennsylvania
$28.4M -$324K -9,420 -1%
LPL Financial
10
LPL Financial
California
$27.1M +$5.92M +172,504 +29%
KW
11
KWB Wealth
California
$26.3M +$11.6M +337,307 +73%
HIP
12
HUB Investment Partners
Texas
$25.9M +$1.31M +38,279 +6%
ACM
13
Armbruster Capital Management
New York
$24.9M +$18.1K +526 +0.1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$23.3M -$377K -10,980 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$22M +$21.3M +620,477 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.1M -$127M -3,698,529 -86%
VFG
17
Victory Financial Group
Texas
$20.4M +$19.7M +574,388 New
Osaic Holdings
18
Osaic Holdings
Arizona
$15.6M +$3.28M +95,417 +27%
TPI
19
Trust Point Inc
Wisconsin
$15.4M +$3.27M +95,259 +28%
IWC
20
Integrated Wealth Concepts
Massachusetts
$14.5M -$177K -5,166 -1%
TFHU
21
TLT Family Holdco ULC
$14.5M
Ameriprise
22
Ameriprise
Minnesota
$14M +$5.12M +149,104 +61%
ACA
23
Ackerman Capital Advisors
Texas
$13.8M -$837K -24,368 -6%
FG
24
Foster Group
Iowa
$13.5M -$733K -21,342 -5%
HPA
25
High Probability Advisors
New York
$13.2M +$227K +6,597 +2%