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iShares International Equity Factor ETF
INTF

121 hedge funds and large institutions have $763M invested in iShares International Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $662M → $763M (+$101M)

8% more funds holding

Funds holding: 112 → 121 (+9)

0.11% more ownership

Funds ownership: 88.73% → 88.84% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
25
Increased
39
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tolleson Wealth Management
Texas
+$26M
2
CCA
Clearwater Capital Advisors
Illinois
+$18.6M
3
SFS
Strategic Financial Services
New York
+$10.9M
4
TWM
Thrive Wealth Management
Pennsylvania
+$6.89M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.06M

Top Sellers

1
Jane Street
Jane Street
New York
-$21.1M
2
Wells Fargo
Wells Fargo
California
-$10.1M
3
FAAM
First Ascent Asset Management
Colorado
-$9.94M
4
Morgan Stanley
Morgan Stanley
New York
-$5.87M
5
Bank of America
Bank of America
North Carolina
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Strategic Financial Services
New York
$170M +$10.9M +464,649 +7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70.6M -$2.16M -91,957 -3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$59.1M +$56.3M +2,402,825 New
CCA
4
Clearwater Capital Advisors
Illinois
$43.7M +$18.6M +793,261 +81%
OWM
5
Orgel Wealth Management
Wisconsin
$38.4M +$2.43M +103,683 +7%
SFO
6
Stokes Family Office
Louisiana
$29.9M +$1.87M +79,841 +7%
MM
7
Meridian Management
Arkansas
$29.7M -$1.32M -56,107 -4%
TWM
8
Tolleson Wealth Management
Texas
$27.3M +$26M +1,110,642 New
CC
9
Callan Capital
California
$25.3M -$2.82M -120,171 -10%
PFM
10
Phillips Financial Management
Indiana
$20.7M -$676K -28,830 -3%
RJA
11
Raymond James & Associates
Florida
$20.1M +$1.04M +44,532 +6%
FM
12
Foster & Motley
Ohio
$16.1M +$5.34M +227,663 +53%
Bank of America
13
Bank of America
North Carolina
$15.9M -$5.42M -231,008 -26%
Morgan Stanley
14
Morgan Stanley
New York
$14.4M -$5.87M -250,126 -30%
Ameriprise
15
Ameriprise
Minnesota
$11.3M +$5.18M +220,955 +93%
UBS Group
16
UBS Group
Switzerland
$11.2M +$9.66K +412 +0.1%
Wells Fargo
17
Wells Fargo
California
$10.4M -$10.1M -431,514 -50%
HHGA
18
Halbert Hargrove Global Advisors
California
$10.3M +$1.14M +48,509 +13%
CJFS
19
Coulter & Justus Financial Services
Tennessee
$10.2M +$1.23M +52,622 +15%
GM
20
GeoWealth Management
Illinois
$10.1M +$2.43M +103,659 +34%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$9.4M +$79.3K +3,380 +0.9%
FCAS
22
First Command Advisory Services
Texas
$9.11M +$94.9K +4,045 +1%
WFA
23
Wade Financial Advisory
California
$7.63M +$42.7K +1,823 +0.6%
TWM
24
Thrive Wealth Management
Pennsylvania
$7.23M +$6.89M +293,782 New
HighTower Advisors
25
HighTower Advisors
Illinois
$6.36M +$6.06M +258,623 New
1
2 3 4 5

INTF Hedge Fund Activity: Q4 2022 in Review

121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q4 2022, worth a combined $763M — up 15% from $662M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INTF positions and 13 closed out — a net gain of 12 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Tolleson Wealth Management, opening a new position worth an estimated $26M. The largest seller was Jane Street, cutting an estimated $21.1M.

  • 121 institutional investors held iShares International Equity Factor ETF (INTF) as of Q4 2022, up from 112 in Q3 2022.
  • Funds reported $763M of iShares International Equity Factor ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 25 funds opened new iShares International Equity Factor ETF positions in Q4 2022 and 13 closed out, a net change of +12 holders.
  • The largest iShares International Equity Factor ETF buyer in Q4 2022 was Tolleson Wealth Management, an estimated $26M added.
  • The largest iShares International Equity Factor ETF seller in Q4 2022 was Jane Street, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2022.