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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
+$35.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.67M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.25M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.04M |
| 5 |
Morgan Stanley
New York
|
+$5.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDF
Balasa Dinverno & Foltz
|
-$21.6M |
| 2 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$15.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$14.5M |
| 4 |
FM
Foster & Motley
Cincinnati,
Ohio
|
-$9.56M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$4.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
126
Berman Capital Advisors
Atlanta,
Georgia
| – | -$115K | -4,257 | Closed |
|
|
IWP
127
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$78K | -2,880 | Closed |
|
|
NFG
128
Next Financial Group
Houston,
Texas
| – | -$67.4K | -2,742 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$59K | -2,169 | Closed |
|
|
GDP
130
Great Diamond Partners
Portland,
Maine
| – | -$21K | -800 | Closed |
|
|
BFO
131
Biltmore Family Office
Charlotte,
North Carolina
| – | -$11K | -401 | Closed |
|
|
TRCT
132
Tower Research Capital (TRC)
New York
| – | -$3K | -100 | Closed |
|
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.