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iShares International Equity Factor ETF

79 hedge funds and large institutions have $669M invested in iShares International Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

177% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 13

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

63% more capital invested

Capital invested by funds: $411M → $669M (+$257M)

30% more funds holding

Funds holding: 6179 (+18)

9.45% more ownership

Funds ownership: 63.55%73% (+9.4%)

Holders
79
Holders Change
+18
Holders Change %
+29.51%
% of All Funds
1.81%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
22
Increased
36
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$3.6M +$1.36M +46,868 +56%
AG
27
Advisor Group
Arizona
$3.21M -$386K -13,262 -10%
WDL
28
Well Done LLC
Michigan
$3.08M +$664K +22,813 +26%
RJA
29
Raymond James & Associates
Florida
$2.66M +$2.8M +96,258 New
RWMH
30
Riverpoint Wealth Management Holdings
Illinois
$2.12M +$2.23M +76,611 New
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$1.85M +$1.84M +63,372 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.58M
MWM
33
Mascoma Wealth Management
New Hampshire
$1.49M -$1.96M -67,269 -56%
OWM
34
Orgel Wealth Management
Wisconsin
$1.47M +$182K +6,269 +13%
LPL Financial
35
LPL Financial
California
$1.3M +$543K +18,658 +66%
CPO
36
Cerity Partners OCIO
New York
$1.21M +$141K +4,842 +12%
BIA
37
Bigelow Investment Advisors
Maine
$1.1M +$100K +3,449 +9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.05M +$1.11M +38,092 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.01M +$712K +24,483 +203%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$401K +13,791 +61%
SPIA
41
Steward Partners Investment Advisory
New York
$746K +$257K +8,819 +49%
VWM
42
Venturi Wealth Management
Texas
$709K -$2.66M -91,350 -78%
BEAM
43
Baker Ellis Asset Management
Washington
$694K +$67.3K +2,312 +10%
CAL
44
Capital Advisors Ltd
Ohio
$591K +$222K +7,634 +56%
PAG
45
Private Advisor Group
New Jersey
$583K +$70.4K +2,420 +13%
GT
46
Greenleaf Trust
Michigan
$580K +$611K +20,986 New
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$574K +$610K +20,964 New
Stifel Financial
48
Stifel Financial
Missouri
$533K +$560K +19,229 New
AA
49
Ancora Advisors
Ohio
$509K +$83.7K +2,875 +18%
SMG
50
Smart Money Group
Texas
$498K -$113K -3,895 -18%

INTF Hedge Fund Activity: Q2 2018 in Review

79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q2 2018, worth a combined $669M — up 63% from $411M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INTF positions and 4 closed out — a net gain of 18 holders — while 36 added to existing stakes and 13 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $108M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.06M sold.

  • 79 institutional investors held iShares International Equity Factor ETF (INTF) as of Q2 2018, up from 61 in Q1 2018.
  • Funds reported $669M of iShares International Equity Factor ETF stock for Q2 2018, up 63% quarter-over-quarter.
  • 22 funds opened new iShares International Equity Factor ETF positions in Q2 2018 and 4 closed out, a net change of +18 holders.
  • The largest iShares International Equity Factor ETF buyer in Q2 2018 was First Command Advisory Services, an estimated $108M added.
  • The largest iShares International Equity Factor ETF seller in Q2 2018 was Citadel Advisors, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2018.