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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
DWM
326
Dopkins Wealth Management
New York
$657K +$692K +17,688 New
PI
327
PFG Investments
New York
$653K +$688K +17,595 New
Citigroup
328
Citigroup
New York
$638K -$290K -7,406 -30%
LC
329
Landaas & Company
Wisconsin
$627K -$89.2K -2,279 -12%
HC
330
Hoese & Co
Minnesota
$615K -$255K -6,513 -28%
SPIA
331
Steward Partners Investment Advisory
New York
$612K +$57.6K +1,472 +10%
AFP
332
Ausdal Financial Partners
Iowa
$604K +$7.86K +201 +1%
ACM
333
Andina Capital Management
Utah
$595K +$212K +5,418 +51%
PAS
334
PKS Advisory Services
New York
$581K +$612K +15,648 New
EFG
335
Ehrlich Financial Group
California
$581K -$15.8K -403 -3%
RC
336
Rovin Capital
Arizona
$580K +$12.4K +316 +2%
AWM
337
Avaii Wealth Management
Wisconsin
$574K -$36.5K -932 -6%
SA
338
Sovran Advisors
California
$573K +$605K +15,471 New
RWM
339
Riverchase Wealth Management
Texas
$560K +$590K +15,084 New
DT
340
Diversified Trust
Tennessee
$560K – – –
SWP
341
Sagespring Wealth Partners
Tennessee
$552K +$581K +14,861 New
CIAS
342
CFS Investment Advisory Services
New Jersey
$539K +$568K +14,528 New
SWP
343
Stratos Wealth Partners
Ohio
$536K -$1.13M -28,829 -67%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$535K +$3.33K +85 +0.6%
MWA
345
Monograph Wealth Advisors
California
$525K – – –
VCM
346
Versant Capital Management
Arizona
$524K +$338K +8,632 +157%
FCP
347
Fidelis Capital Partners
Florida
$524K +$533K +13,611 New
CFG
348
Cooper Financial Group
California
$511K +$25.2K +644 +5%
AT
349
American Trust
Kentucky
$511K +$538K +13,757 New
OFG
350
Oxford Financial Group
Indiana
$499K – – –
12 13
14
15 16

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.