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
BWM
301
BankPlus Wealth Management
Mississippi
$866K +$912K +23,319 New
TSS
302
Two Sigma Securities
New York
$857K +$416K +10,639 +85%
Renaissance Technologies
303
Renaissance Technologies
New York
$839K +$340K +8,700 +63%
BAM
304
Belpointe Asset Management
Nevada
$834K -$32.9K -840 -4%
TWC
305
TD Waterhouse Canada
Ontario, Canada
$833K – – –
CPP
306
Capasso Planning Partners
South Carolina
$823K -$615K -15,724 -41%
GFP
307
Gryphon Financial Partners
Ohio
$823K +$80.9K +2,067 +10%
TWG
308
The Wealth Group
Minnesota
$812K -$333K -8,507 -28%
OMC
309
Old Mission Capital
Illinois
$806K +$850K +21,719 New
PFA
310
Pathway Financial Advisors
Vermont
$783K – – –
AllianceBernstein
311
AllianceBernstein
Tennessee
$777K +$819K +20,938 New
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$773K -$1.91M -48,804 -70%
HWM
313
HB Wealth Management
Georgia
$756K +$6.57K +168 +0.8%
FCM
314
Firestone Capital Management
Florida
$754K -$177K -4,534 -18%
PP
315
Patron Partners
Texas
$752K -$57.5K -1,470 -7%
MWM
316
Modera Wealth Management
New Jersey
$750K +$232K +5,934 +42%
PPW
317
Pasadena Private Wealth
California
$745K +$101K +2,581 +15%
EE
318
EWG Elevate
California
$741K +$217K +5,551 +39%
CAL
319
Capital Advisors Ltd
Ohio
$732K -$9K -230 -1%
ISFAN
320
Investor's Fiduciary Advisor Network
Washington
$705K +$744K +19,015 New
RFN
321
Redwood Financial Network
Ohio
$696K +$5.91K +151 +0.8%
GCM
322
G2 Capital Management
Ohio
$689K – – –
VWA
323
Visionary Wealth Advisors
Illinois
$682K +$85.3K +2,180 +13%
UW
324
Unique Wealth
Florida
$677K +$713K +18,233 New
HWAM
325
Hennion & Walsh Asset Management
New Jersey
$665K +$701K +17,923 New
11 12
13
14 15

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.