iShares International Equity Factor ETF
INTF
126 hedge funds and large institutions have $847M invested in iShares International Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
2% more funds holding
Funds holding: 123 → 126 (+3)
3% more capital invested
Capital invested by funds: $819M → $847M (+$27.5M)
0.76% more ownership
Funds ownership: 87.06% → 87.82% (+0.76%)
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$24.7M |
| 2 |
Morgan Stanley
New York
|
+$13.6M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$5.36M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$3.39M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$34.5M |
| 2 |
MM
Meridian Management
Little Rock,
Arkansas
|
-$25.1M |
| 3 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$11.9M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$5.22M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWM
126
Ruedi Wealth Management
Champaign,
Illinois
| $30 | +$26 | +1 | New |
|
127
Citadel Advisors
Miami,
Florida
| – | -$2.65M | -102,438 | Closed |
|
128
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.9M | -70,707 | Closed |
|
|
DWP
129
Destiny Wealth Partners
Tavares,
Florida
| – | -$345K | -13,363 | Closed |
|
|
DAS
130
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$209K | -8,100 | Closed |
|
|
RW
131
RVW Wealth
Los Angeles,
California
| – | -$50.5K | -1,953 | Closed |
|
|
CFD
132
Creative Financial Designs
Kokomo,
Indiana
| – | -$30K | -1,160 | Closed |
|
|
CAM
133
Chesapeake Asset Management
New York
| – | -$24.5K | -946 | Closed |
|
|
CSPIA
134
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$3.75K | -145 | Closed |
|
135
AssetMark Inc
Concord,
California
| – | -$3.57K | -138 | Closed |
|
|
PCA
136
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$3.41K | -132 | Closed |
|
|
HWP
137
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$2.58K | -100 | Closed |
|
INTF Hedge Fund Activity: Q4 2023 in Review
126 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q4 2023, worth a combined $847M — up 3.4% from $819M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new INTF positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 45 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $24.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $34.5M.
- 126 institutional investors held iShares International Equity Factor ETF (INTF) as of Q4 2023, up from 123 in Q3 2023.
- Funds reported $847M of iShares International Equity Factor ETF stock for Q4 2023, up 3.4% quarter-over-quarter.
- 15 funds opened new iShares International Equity Factor ETF positions in Q4 2023 and 11 closed out, a net change of +4 holders.
- The largest iShares International Equity Factor ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $24.7M added.
- The largest iShares International Equity Factor ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $34.5M sold.
Based on aggregated 13F filings for Q4 2023.