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iShares International Equity Factor ETF

131 hedge funds and large institutions have $888M invested in iShares International Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 126131 (+5)

5% more capital invested

Capital invested by funds: $847M → $888M (+$41.7M)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

2.02% less ownership

Funds ownership: 87.82%85.8% (-2%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.89%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
19
Increased
44
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$209M +$15.2M +532,135 +8%
TWM
2
Tolleson Wealth Management
Texas
$74.5M +$1.69M +59,184 +2%
IWC
3
Integrated Wealth Concepts
Massachusetts
$59.7M +$875K +30,612 +2%
CCA
4
Clearwater Capital Advisors
Illinois
$53M +$569K +19,898 +1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$37.2M -$9.19M -321,362 -21%
Corient Private Wealth
6
Corient Private Wealth
Florida
$29.7M -$43.9M -1,534,077 -61%
AT
7
Arden Trust
Delaware
$29.2M -$42.8K -1,496 -0.2%
RJA
8
Raymond James & Associates
Florida
$26.9M +$910K +31,826 +4%
CC
9
Callan Capital
California
$25.2M -$518K -18,118 -2%
Ameriprise
10
Ameriprise
Minnesota
$22.5M +$7.32M +255,989 +51%
HHGA
11
Halbert Hargrove Global Advisors
California
$21.6M +$5.18M +181,092 +33%
FM
12
Foster & Motley
Ohio
$17.3M -$353K -12,350 -2%
Jane Street
13
Jane Street
New York
$16.8M +$12.7M +443,162 +368%
PFM
14
Phillips Financial Management
Indiana
$15.9M -$1.65M -57,691 -10%
Morgan Stanley
15
Morgan Stanley
New York
$15.3M -$15.3M -536,755 -51%
MM
16
Meridian Management
Arkansas
$13.6M -$231K -8,085 -2%
UBS Group
17
UBS Group
Switzerland
$13.6M +$972K +33,998 +8%
AFG
18
Atomi Financial Group
New York
$13.3M +$11.7M +410,547 +1,212%
FCAS
19
First Command Advisory Services
Texas
$13M +$468K +16,359 +4%
TWM
20
Thrive Wealth Management
Pennsylvania
$11.9M +$563K +19,680 +5%
Wells Fargo
21
Wells Fargo
California
$11.7M -$418K -14,637 -4%
SFO
22
Stokes Family Office
Louisiana
$11.5M -$6.98M -244,272 -39%
Bank of America
23
Bank of America
North Carolina
$10.2M -$1.3M -45,403 -12%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.78M +$214K +7,470 +3%
WFA
25
Wade Financial Advisory
California
$7.6M -$243K -8,491 -3%

INTF Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q1 2024, worth a combined $888M — up 4.9% from $847M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INTF positions and 13 closed out — a net gain of 6 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Strategic Financial Services, adding an estimated $15.2M. The largest seller was Corient Private Wealth, cutting an estimated $43.9M.

  • 131 institutional investors held iShares International Equity Factor ETF (INTF) as of Q1 2024, up from 126 in Q4 2023.
  • Funds reported $888M of iShares International Equity Factor ETF stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 19 funds opened new iShares International Equity Factor ETF positions in Q1 2024 and 13 closed out, a net change of +6 holders.
  • The largest iShares International Equity Factor ETF buyer in Q1 2024 was Strategic Financial Services, an estimated $15.2M added.
  • The largest iShares International Equity Factor ETF seller in Q1 2024 was Corient Private Wealth, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2024.