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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
MCA
351
MSH Capital Advisors
Arizona
$491K – – –
TFM
352
TFC Financial Management
Massachusetts
$491K +$1.8K +46 +0.3%
FFS
353
Fortress Financial Solutions
Arizona
$488K +$515K +13,152 New
QCM
354
QRG Capital Management
Illinois
$468K -$103K -2,634 -17%
BRWA
355
B. Riley Wealth Advisors
Florida
$467K +$24.2K +618 +5%
OC
356
Optima Capital
Oregon
$466K +$491K +12,547 New
MAS
357
Madden Advisory Services
Florida
$461K – – –
BWA
358
Bordeaux Wealth Advisors
California
$456K – – –
AFO
359
Arrowroot Family Office
California
$451K +$52.8K +1,349 +13%
BWA
360
Burt Wealth Advisors
Maryland
$442K – – –
AA
361
Alesco Advisors
New York
$438K – – –
TFS
362
Thoroughbred Financial Services
Tennessee
$436K -$3.95K -101 -0.9%
JWM
363
JGP Wealth Management
Oregon
$431K +$454K +11,607 New
William Blair & Company
364
William Blair & Company
Illinois
$422K +$101K +2,587 +29%
SWM
365
Spire Wealth Management
Virginia
$420K +$78 +2 +0%
SPA
366
Sentinel Pension Advisors
Massachusetts
$418K +$82.6K +2,110 +23%
FGC
367
Financial Gravity Companies
Texas
$412K -$6.22K -159 -1%
TCM
368
Triumph Capital Management
Colorado
$410K +$31.1K +796 +8%
CFS
369
Coordinated Financial Services
Colorado
$403K +$425K +10,869 New
QCM
370
Quantinno Capital Management
New York
$399K +$421K +10,757 New
WFAG
371
Worth Financial Advisory Group
North Carolina
$397K -$19.6K -500 -4%
IWM
372
IHT Wealth Management
Illinois
$394K +$15.7K +400 +4%
Financial Engines Advisors
373
Financial Engines Advisors
California
$393K +$2.9K +74 +0.7%
IAG
374
Ipsen Advisor Group
Arkansas
$391K +$412K +10,542 New
US Bancorp
375
US Bancorp
Minnesota
$389K -$50.4K -1,288 -11%
13 14
15
16 17

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.