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iShares International Equity Factor ETF
INTF

110 hedge funds and large institutions have $633M invested in iShares International Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.13% more ownership

Funds ownership: 72.64% → 77.78% (+5.1%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

6% less funds holding

Funds holding: 117 → 110 (-7)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

23% less capital invested

Capital invested by funds: $821M → $633M (-$188M)

33% less funds holding in top 10

Funds holding in top 10: 15 → 10 (-5)

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
2.42%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
18
Increased
39
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Strategic Financial Services
New York
+$35.7M
2
RJA
Raymond James & Associates
Florida
+$7.67M
3
Wells Fargo
Wells Fargo
California
+$6.25M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.04M
5
Morgan Stanley
Morgan Stanley
New York
+$5.27M

Top Sellers

Rank Fund Capital Flow
1
BDF
Balasa Dinverno & Foltz
-$21.6M
2
RWP
Reliant Wealth Planning
Kentucky
-$15.7M
3
UBS Group
UBS Group
Switzerland
-$14.5M
4
FM
Foster & Motley
Ohio
-$9.56M
5
EC
Estate Counselors
Wisconsin
-$4.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
26
First Command Advisory Services
Texas
$3.52M +$544K +22,150 +15%
CPO
27
Cerity Partners OCIO
New York
$2.51M -$1.58M -64,371 -34%
HFA
28
Huber Financial Advisors
Illinois
$2.47M +$856K +34,835 +40%
SC
29
Savant Capital
Illinois
$2.47M +$3M +122,131 New
CIAS
30
Capital Investment Advisory Services
North Carolina
$2.13M +$2.58M +104,893 New
RF
31
RHS Financial
California
$2.06M -$593K -24,121 -19%
RWMH
32
Riverpoint Wealth Management Holdings
Illinois
$2.03M +$10.1K +413 +0.4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.88M +$2.28M +93,005 New
SXL
34
Summit X LLC
Missouri
$1.72M +$647K +26,343 +45%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.63M – – –
MWM
36
MBE Wealth Management
Wisconsin
$1.61M +$143K +5,839 +8%
BWCS
37
Beirne Wealth Consulting Services
Connecticut
$1.49M -$1.04M -42,328 -37%
M&T Bank
38
M&T Bank
New York
$1.44M +$1.75M +71,194 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.41M +$1.3M +52,885 +316%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$4.59M -186,748 -76%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.3M -$4.57M -186,225 -74%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$323K -13,152 -18%
COF
43
Capital One Financial
Virginia
$1.13M +$1.37M +55,660 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.12M +$27.9K +1,137 +2%
LPL Financial
45
LPL Financial
California
$1.09M -$57.1K -2,324 -4%
FAAM
46
First Ascent Asset Management
Colorado
$1.08M +$815K +33,191 +163%
EH
47
Equitable Holdings
New York
$933K +$164K +6,690 +17%
Citadel Advisors
48
Citadel Advisors
Florida
$912K +$1.11M +44,992 New
LA
49
LexAurum Advisors
Kansas
$901K +$1.09M +44,484 New
CA
50
Cetera Advisors
Colorado
$740K -$792K -32,224 -47%
1
2
3 4 5

INTF Hedge Fund Activity: Q1 2020 in Review

110 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q1 2020, worth a combined $633M — down 23% from $821M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of INTF and 18 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 39 added.

The largest buyer was Strategic Financial Services, adding an estimated $35.7M. The largest seller was Balasa Dinverno & Foltz, cutting an estimated $21.6M.

  • 110 institutional investors held iShares International Equity Factor ETF (INTF) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $633M of iShares International Equity Factor ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 18 funds opened new iShares International Equity Factor ETF positions in Q1 2020 and 21 closed out, a net change of -3 holders.
  • The largest iShares International Equity Factor ETF buyer in Q1 2020 was Strategic Financial Services, an estimated $35.7M added.
  • The largest iShares International Equity Factor ETF seller in Q1 2020 was Balasa Dinverno & Foltz, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2020.