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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
SIMC
401
Squire Investment Management Company
Utah
$295K +$311K +7,942 New
SWM
402
SeaCrest Wealth Management
New York
$294K +$430 +11 +0.1%
AG
403
AmeriFlex Group
Nevada
$291K +$293K +7,480 New
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$289K -$41.1K -1,051 -12%
FCBT
405
First Citizens Bank & Trust
North Carolina
$288K -$131K -3,349 -30%
CA
406
Cambridge Advisors
Nebraska
$286K -$11.9K -305 -4%
CIC
407
Chilton Investment Company
Connecticut
$284K – – –
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$279K -$42.7K -1,091 -13%
BFG
409
Beacon Financial Group
Texas
$279K – – –
NP
410
NorthRock Partners
Minnesota
$276K -$59.3K -1,516 -17%
PTP
411
Platform Technology Partners
New York
$274K – – –
BOM
412
Bank of Marin
California
$273K – – –
SWIA
413
Solano Wealth Investment Advisors
California
$271K +$286K +7,311 New
Jones Financial Companies
414
Jones Financial Companies
Missouri
$270K +$95.8K +2,448 +51%
WC
415
Waterloo Capital
Texas
$269K – – –
MFG
416
Mosaic Financial Group
Illinois
$268K +$2.31K +59 +0.8%
PWMAG
417
Pinnacle Wealth Management Advisory Group
New Jersey
$261K – – –
PA
418
Pinnacle Associates
New York
$261K +$33.4K +854 +14%
CA
419
Continuum Advisory
Idaho
$258K -$313 -8 -0.1%
FT
420
Fiduciary Trust
Massachusetts
$257K – – –
MWM
421
Merriman Wealth Management
Washington
$253K – – –
PGAM
422
Princeton Global Asset Management
New Jersey
$252K -$43.9K -1,121 -14%
IAS
423
Insigneo Advisory Services
Florida
$251K +$264K +6,754 New
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$247K +$260K +6,645 New
BDFN
425
Bond & Devick Financial Network
Minnesota
$245K – – –
15 16
17
18 19

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.