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iShares International Equity Factor ETF

142 hedge funds and large institutions have $1.1B invested in iShares International Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

11% more capital invested

Capital invested by funds: $992M → $1.1B (+$105M)

8% more funds holding

Funds holding: 132142 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.48% less ownership

Funds ownership: 91.42%89.95% (-1.5%)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
18
Increased
57
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$248M +$3.12M +103,340 +1%
HHGA
2
Halbert Hargrove Global Advisors
California
$89.9M +$3.99M +132,238 +5%
TWM
3
Tolleson Wealth Management
Texas
$78.5M +$1.63M +53,933 +2%
CCA
4
Clearwater Capital Advisors
Illinois
$56.3M +$979K +32,411 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$47.7M -$1.9M -62,824 -4%
IWC
6
Integrated Wealth Concepts
Massachusetts
$38.5M +$5.34M +176,856 +17%
KIM
7
Kestra Investment Management
Texas
$37.8M +$3.89M +128,701 +12%
AFG
8
Atomi Financial Group
New York
$36.1M +$12.5M +413,298 +56%
SFO
9
Stokes Family Office
Louisiana
$31.7M +$13.6M +450,444 +81%
RJA
10
Raymond James & Associates
Florida
$30.4M +$2.44M +80,717 +9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$29.7M -$838K -27,751 -3%
Ameriprise
12
Ameriprise
Minnesota
$27.8M +$1.82M +60,303 +7%
CC
13
Callan Capital
California
$24.8M -$797K -26,404 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23.9M +$3.99M +132,288 +21%
Morgan Stanley
15
Morgan Stanley
New York
$22.2M +$6.21M +205,767 +41%
FCAS
16
First Command Advisory Services
Texas
$18.6M +$2.35M +77,750 +15%
FM
17
Foster & Motley
Ohio
$16.9M -$660K -21,856 -4%
MWM
18
Modern Wealth Management
Kansas
$15.1M +$14.5M +481,179 New
PFM
19
Phillips Financial Management
Indiana
$14.2M -$990K -32,789 -7%
UBS Group
20
UBS Group
Switzerland
$13.8M -$517K -17,121 -4%
Wells Fargo
21
Wells Fargo
California
$12.9M +$390K +12,930 +3%
TWM
22
Thrive Wealth Management
Pennsylvania
$12.7M +$158K +5,217 +1%
MM
23
Meridian Management
Arkansas
$12.4M -$785K -26,014 -6%
Bank of America
24
Bank of America
North Carolina
$10.6M -$73.2K -2,424 -0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$8.54M +$124K +4,120 +2%

INTF Hedge Fund Activity: Q3 2024 in Review

142 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Equity Factor ETF (INTF) for Q3 2024, worth a combined $1.1B — up 11% from $992M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new INTF positions and 6 closed out — a net gain of 12 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $14.5M. The largest seller was Sanctuary Advisors, cutting an estimated $6.5M.

  • 142 institutional investors held iShares International Equity Factor ETF (INTF) as of Q3 2024, up from 132 in Q2 2024.
  • Funds reported $1.1B of iShares International Equity Factor ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 18 funds opened new iShares International Equity Factor ETF positions in Q3 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares International Equity Factor ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $14.5M added.
  • The largest iShares International Equity Factor ETF seller in Q3 2024 was Sanctuary Advisors, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.