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iShares MSCI Intl Quality Factor ETF
IQLT

345 hedge funds and large institutions have $3.57B invested in iShares MSCI Intl Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

22% more funds holding in top 10

Funds holding in top 10: 27 → 33 (+6)

19% more capital invested

Capital invested by funds: $3B → $3.57B (+$573M)

12% more funds holding

Funds holding: 307 → 345 (+38)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

0.06% less ownership

Funds ownership: 87.53% → 87.47% (-0.06%)

Holders
345
Holders Change
+38
Holders Change %
+12.38%
% of All Funds
5.55%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.53%
New
65
Increased
127
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$75.2M
2
Morgan Stanley
Morgan Stanley
New York
+$69.5M
3
TF
TIAA FSB
Florida
+$46.4M
4
BL
Balentine LLC
Georgia
+$33.7M
5
Ameriprise
Ameriprise
Minnesota
+$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$167M
2
RBA
Richard Bernstein Advisors
New York
-$71.8M
3
AP
Adero Partners
California
-$25.4M
4
ACG
Allen Capital Group
Nebraska
-$24.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
251
P.J. Schmidt Investment Management (PJS)
Wisconsin
$345K -$93 -3 -0%
FFM
252
Forum Financial Management
Illinois
$340K – – –
SRC
253
Shufro Rose & Co
New York
$339K +$49.8K +1,604 +18%
FAM
254
Family Asset Management
South Carolina
$336K +$322K +10,379 New
IAG
255
Ipsen Advisor Group
Arkansas
$331K +$317K +10,219 New
SWM
256
Spire Wealth Management
Virginia
$324K -$126K -4,071 -29%
NP
257
NorthRock Partners
Minnesota
$308K -$99.8K -3,213 -25%
BFG
258
Berger Financial Group
Minnesota
$303K -$1.4K -45 -0.5%
BRWA
259
B. Riley Wealth Advisors
Florida
$302K +$6.49K +209 +2%
AA
260
Auxano Advisors
Washington
$301K -$15.4K -496 -5%
CAG
261
Csenge Advisory Group
Florida
$292K +$280K +9,016 New
AWM
262
Align Wealth Management
Oklahoma
$291K +$326K +10,489 New
OCM
263
Orser Capital Management
Texas
$288K – – –
AMM
264
American Money Management
California
$280K -$53.5K -1,723 -17%
PGAM
265
Princeton Global Asset Management
New Jersey
$280K +$155 +5 +0.1%
SQA
266
Simon Quick Advisors
New Jersey
$278K +$2.45K +79 +0.9%
MCA
267
MSH Capital Advisors
Arizona
$274K +$263K +8,471 New
SPIA
268
Steward Partners Investment Advisory
New York
$269K +$253K +8,140 +4,651%
DZ Bank
269
DZ Bank
Germany
$269K – – –
PA
270
Pinnacle Associates
New York
$266K +$255K +8,209 New
PWMAG
271
Pinnacle Wealth Management Advisory Group
New Jersey
$266K +$255K +8,209 New
BAM
272
Belpointe Asset Management
Nevada
$263K +$21.2K +683 +9%
CA
273
Cambridge Advisors
Nebraska
$260K -$35.4K -1,138 -12%
PTP
274
Platform Technology Partners
New York
$259K +$248K +7,983 New
CA
275
Continuum Advisory
Idaho
$256K +$683 +22 +0.3%
9 10
11
12 13

IQLT Hedge Fund Activity: Q4 2022 in Review

345 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2022, worth a combined $3.57B — up 19% from $3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IQLT positions and 21 closed out — a net gain of 44 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Jane Street, adding an estimated $75.2M. The largest seller was Bank of America, cutting an estimated $167M.

  • 345 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2022, up from 307 in Q3 2022.
  • Funds reported $3.57B of iShares MSCI Intl Quality Factor ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 65 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2022 and 21 closed out, a net change of +44 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2022 was Jane Street, an estimated $75.2M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2022 was Bank of America, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2022.