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iShares International Equity Factor ETF
INTF

117 hedge funds and large institutions have $821M invested in iShares International Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

14% more funds holding

Funds holding: 103 → 117 (+14)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $779M → $821M (+$41.7M)

2.46% more ownership

Funds ownership: 70.18% → 72.64% (+2.5%)

Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
2.31%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.3%
New
28
Increased
40
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$15.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.45M
3
Morgan Stanley
Morgan Stanley
New York
+$5.99M
4
MA
MUFG Americas
New York
+$4.96M
5
HCA
Heck Capital Advisors
Wisconsin
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.1M
2
UBS Group
UBS Group
Switzerland
-$11.4M
3
Ameriprise
Ameriprise
Minnesota
-$9.24M
4
CCM
Cribstone Capital Management
Maine
-$5.08M
5
FM
Foster & Motley
Ohio
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
26
Orgel Wealth Management
Wisconsin
$5.04M +$1.69M +64,012 +52%
CPO
27
Cerity Partners OCIO
New York
$5.03M +$113K +4,278 +2%
Ameriprise
28
Ameriprise
Minnesota
$4.96M -$9.24M -350,522 -66%
EC
29
Estate Counselors
Wisconsin
$4.83M +$30.3K +1,150 +0.6%
FCAS
30
First Command Advisory Services
Texas
$4.11M +$156K +5,921 +4%
RW
31
RVW Wealth
California
$3.85M -$3.93K -149 -0.1%
RF
32
RHS Financial
California
$3.4M +$790K +29,943 +31%
BWCS
33
Beirne Wealth Consulting Services
Connecticut
$3.14M +$1.02M +38,706 +50%
RWMH
34
Riverpoint Wealth Management Holdings
Illinois
$2.7M +$67.6K +2,562 +3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.6M -$416K -15,776 -14%
HFA
36
Huber Financial Advisors
Illinois
$2.36M +$724K +27,434 +46%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.19M – – –
LCC
38
Lincoln Capital Corp
Rhode Island
$2.15M -$158K -5,996 -7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.03M -$480K -18,218 -20%
MWM
40
MBE Wealth Management
Wisconsin
$1.99M +$1.94M +73,536 New
AF
41
Advisornet Financial
Minnesota
$1.96M +$20.8K +790 +1%
CA
42
Cetera Advisors
Colorado
$1.86M +$82.9K +3,143 +5%
PWMG
43
Prestige Wealth Management Group
New Jersey
$1.75M +$92.2K +3,496 +6%
SXL
44
Summit X LLC
Missouri
$1.58M +$125K +4,758 +9%
LPL Financial
45
LPL Financial
California
$1.52M +$151K +5,734 +11%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.46M +$93K +3,526 +7%
SPIA
47
Steward Partners Investment Advisory
New York
$1.19M -$52K -1,972 -4%
CONA
48
Capital One National Association
New York
$1.08M +$1.06M +40,035 New
EH
49
Equitable Holdings
New York
$1.06M +$1.04M +39,371 New
NA
50
NewEdge Advisors
Louisiana
$1.03M -$523K -19,846 -34%
1
2
3 4 5

INTF Hedge Fund Activity: Q4 2019 in Review

117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q4 2019, worth a combined $821M — up 5.4% from $779M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INTF positions and 11 closed out — a net gain of 17 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $15.6M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 117 institutional investors held iShares International Equity Factor ETF (INTF) as of Q4 2019, up from 103 in Q3 2019.
  • Funds reported $821M of iShares International Equity Factor ETF stock for Q4 2019, up 5.4% quarter-over-quarter.
  • 28 funds opened new iShares International Equity Factor ETF positions in Q4 2019 and 11 closed out, a net change of +17 holders.
  • The largest iShares International Equity Factor ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $15.6M added.
  • The largest iShares International Equity Factor ETF seller in Q4 2019 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2019.