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iShares International Equity Factor ETF

132 hedge funds and large institutions have $992M invested in iShares International Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more capital invested

Capital invested by funds: $888M → $992M (+$103M)

5.63% more ownership

Funds ownership: 85.8%91.42% (+5.6%)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

1% more funds holding

Funds holding: 131132 (+1)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
1.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
11
Increased
49
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$227M +$23.2M +781,505 +11%
HHGA
2
Halbert Hargrove Global Advisors
California
$79.7M +$59.4M +2,003,473 +276%
TWM
3
Tolleson Wealth Management
Texas
$71.4M -$1.57M -52,870 -2%
CCA
4
Clearwater Capital Advisors
Illinois
$51.4M -$515K -17,348 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$46.2M +$9.96M +335,604 +27%
KIM
6
Kestra Investment Management
Texas
$31.4M +$31.9M +1,074,373 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$30.6M -$28.3M -954,045 -48%
Corient Private Wealth
8
Corient Private Wealth
Florida
$28.4M -$631K -21,282 -2%
AT
9
Arden Trust
Delaware
$28.4M -$237K -7,983 -0.8%
RJA
10
Raymond James & Associates
Florida
$25.9M -$435K -14,661 -2%
Ameriprise
11
Ameriprise
Minnesota
$24.1M +$2.07M +69,770 +9%
CC
12
Callan Capital
California
$23.8M -$852K -28,732 -3%
AFG
13
Atomi Financial Group
New York
$21.5M +$8.62M +290,658 +65%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.3M +$14.7M +496,814 +380%
FM
15
Foster & Motley
Ohio
$16.3M -$600K -20,223 -3%
SFO
16
Stokes Family Office
Louisiana
$16.3M +$5.07M +170,870 +44%
FCAS
17
First Command Advisory Services
Texas
$15M +$2.29M +77,071 +18%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M -$354K -11,942 -2%
PFM
19
Phillips Financial Management
Indiana
$14.2M -$1.4M -47,142 -9%
UBS Group
20
UBS Group
Switzerland
$13.3M +$11.9K +400 +0.1%
MM
21
Meridian Management
Arkansas
$12.3M -$1.01M -33,914 -7%
TWM
22
Thrive Wealth Management
Pennsylvania
$11.7M -$1.57K -53 -0%
Wells Fargo
23
Wells Fargo
California
$11.6M +$117K +3,930 +1%
SA
24
Sanctuary Advisors
Indiana
$10.2M +$10.3M +347,020 New
Bank of America
25
Bank of America
North Carolina
$9.89M -$75.1K -2,532 -0.7%

INTF Hedge Fund Activity: Q2 2024 in Review

132 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q2 2024, worth a combined $992M — up 12% from $888M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new INTF positions and 8 closed out — a net gain of 3 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $59.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $28.3M.

  • 132 institutional investors held iShares International Equity Factor ETF (INTF) as of Q2 2024, up from 131 in Q1 2024.
  • Funds reported $992M of iShares International Equity Factor ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 11 funds opened new iShares International Equity Factor ETF positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest iShares International Equity Factor ETF buyer in Q2 2024 was Halbert Hargrove Global Advisors, an estimated $59.4M added.
  • The largest iShares International Equity Factor ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2024.