We are live on ! Find out more
INTF icon

iShares International Equity Factor ETF

105 hedge funds and large institutions have $769M invested in iShares International Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $734M → $769M (+$35.6M)

0.63% more ownership

Funds ownership: 84.09%84.72% (+0.63%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

2% less funds holding

Funds holding: 107105 (-2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.83%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
10
Increased
37
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$155M +$6.14M +202,731 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$91.6M
Morgan Stanley
3
Morgan Stanley
New York
$67.6M +$7.16M +236,295 +12%
BDF
4
Balasa Dinverno & Foltz
$63.9M +$1.72M +56,876 +3%
RJA
5
Raymond James & Associates
Florida
$38.9M +$1.6M +52,867 +4%
CCA
6
Clearwater Capital Advisors
Illinois
$34.1M +$878K +28,969 +3%
MM
7
Meridian Management
Arkansas
$30.7M +$2.55M +84,174 +9%
Bank of America
8
Bank of America
North Carolina
$28M -$325K -10,738 -1%
PFM
9
Phillips Financial Management
Indiana
$19.4M +$5.94M +195,874 +43%
CC
10
Callan Capital
California
$18.7M -$454K -14,977 -2%
UBS Group
11
UBS Group
Switzerland
$18.5M +$282K +9,306 +2%
HCA
12
Heck Capital Advisors
Wisconsin
$13.8M +$782K +25,810 +6%
Wells Fargo
13
Wells Fargo
California
$12M -$3.7M -122,250 -23%
OWM
14
Orgel Wealth Management
Wisconsin
$11.9M +$855K +28,232 +8%
KWM
15
Keebeck Wealth Management
Illinois
$11.1M -$3.36M -110,879 -23%
SF
16
Summit Financial
New Jersey
$11M +$11.1M +365,068 New
Goldman Sachs
17
Goldman Sachs
New York
$10.9M -$1.32M -43,527 -11%
MA
18
MUFG Americas
New York
$9.21M +$1.3M +42,790 +16%
FCAS
19
First Command Advisory Services
Texas
$8.48M -$917K -30,252 -10%
FM
20
Foster & Motley
Ohio
$7.8M -$1.13M -37,254 -13%
WFA
21
Wade Financial Advisory
California
$7.19M +$724K +23,897 +11%
CG
22
Colony Group
Massachusetts
$6.99M -$478K -15,783 -6%
COF
23
Capital One Financial
Virginia
$6.87M -$500K -16,511 -7%
FAAM
24
First Ascent Asset Management
Colorado
$5.67M -$136K -4,497 -2%
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$5.32M +$623K +20,558 +13%

INTF Hedge Fund Activity: Q2 2021 in Review

105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q2 2021, worth a combined $769M — up 4.9% from $734M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of INTF and 10 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 37 added.

The largest buyer was Summit Financial, opening a new position worth an estimated $11.1M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.27M.

  • 105 institutional investors held iShares International Equity Factor ETF (INTF) as of Q2 2021, down from 107 in Q1 2021.
  • Funds reported $769M of iShares International Equity Factor ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
  • 10 funds opened new iShares International Equity Factor ETF positions in Q2 2021 and 12 closed out, a net change of -2 holders.
  • The largest iShares International Equity Factor ETF buyer in Q2 2021 was Summit Financial, an estimated $11.1M added.
  • The largest iShares International Equity Factor ETF seller in Q2 2021 was Integrated Wealth Concepts, an estimated $7.27M sold.

Based on aggregated 13F filings for Q2 2021.