We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF
IQLT

520 hedge funds and large institutions have $7.07B invested in iShares MSCI Intl Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 222 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

57% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 141

4% more funds holding

Funds holding: 502 → 520 (+18)

0.43% more ownership

Funds ownership: 93.11% → 93.54% (+0.43%)

2% less funds holding in top 10

Funds holding in top 10: 49 → 48 (-1)

10% less capital invested

Capital invested by funds: $7.89B → $7.07B (-$814M)

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
6.85%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.63%
New
83
Increased
222
Reduced
141
Closed
50
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$27M
2
LPL Financial
LPL Financial
California
+$23M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.9M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
-$59.3M
2
BL
Balentine LLC
Georgia
-$49M
3
GI
Gradient Investments
Minnesota
-$42.2M
4
Cerity Partners
Cerity Partners
New York
-$33.5M
5
Morgan Stanley
Morgan Stanley
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
251
Nova R Wealth
Kansas
$1.66M -$6.46K -165 -0.4%
BFA
252
Beacon Financial Advisory
Ohio
$1.66M +$32.6K +833 +2%
CAL
253
Capital Analysts LLC
Pennsylvania
$1.66M +$86.2K +2,204 +5%
FTS
254
Fifth Third Securities
Ohio
$1.6M +$147K +3,764 +10%
SW
255
SlateStone Wealth
Florida
$1.58M -$78K -1,993 -4%
WC
256
Whitney & Co
New York
$1.57M +$586K +14,982 +55%
LWL
257
Leo Wealth LLC
Texas
$1.55M -$188K -4,803 -10%
MFS
258
Mattson Financial Services
Michigan
$1.54M -$33.1K -847 -2%
SRC
259
Shufro Rose & Co
New York
$1.53M +$170K +4,342 +12%
TCA
260
Transcend Capital Advisors
New Jersey
$1.49M -$26.6K -680 -2%
Betterment LLC
261
Betterment LLC
New York
$1.44M +$10.8K +277 +0.7%
GG
262
Greenwood Gearhart
Arkansas
$1.43M +$1.51M +38,533 New
CA
263
CoreCap Advisors
Michigan
$1.42M +$27.5K +704 +2%
Creative Planning
264
Creative Planning
Kansas
$1.37M +$190K +4,859 +15%
FWP
265
Forefront Wealth Partners
Texas
$1.37M +$1.44M +36,817 New
CF
266
Cyr Financial
Illinois
$1.36M -$5.22M -133,452 -78%
TWP
267
Triad Wealth Partners
Kansas
$1.34M -$2.95M -75,305 -68%
BFG
268
Berger Financial Group
Minnesota
$1.32M +$146K +3,733 +12%
IA
269
IFP Advisors
Florida
$1.29M -$596K -15,223 -30%
SEP
270
Southland Equity Partners
Missouri
$1.28M +$57.4K +1,466 +4%
BCI
271
Brinker Capital Investments
Pennsylvania
$1.27M +$302K +7,717 +29%
OPS
272
Orion Portfolio Solutions
Nebraska
$1.27M +$302K +7,717 +29%
CFG
273
Cornerstone Financial Group
Nebraska
$1.26M +$1.33M +33,975 New
RA
274
Rockingstone Advisors
Massachusetts
$1.25M +$406K +10,365 +45%
IAN
275
Integrated Advisors Network
Texas
$1.24M -$4.26K -109 -0.3%
9 10
11
12 13

IQLT Hedge Fund Activity: Q4 2024 in Review

520 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2024, worth a combined $7.07B — down 10% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IQLT positions and 50 closed out — a net gain of 33 holders — while 222 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $27M. The largest seller was Bogart Wealth LLC, cutting an estimated $59.3M.

  • 520 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2024, up from 502 in Q3 2024.
  • Funds reported $7.07B of iShares MSCI Intl Quality Factor ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 83 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2024 and 50 closed out, a net change of +33 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2024 was Wells Fargo, an estimated $27M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2024 was Bogart Wealth LLC, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2024.