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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
HPC
426
HM Payson & Co
Maine
$245K – – –
SWM
427
Sterling Wealth Management
Illinois
$236K -$16.8K -429 -6%
EI
428
Ethic Inc
New York
$235K +$248K +6,336 New
BFA
429
Benningfield Financial Advisors
California
$235K +$247K +6,320 New
AWM
430
AE Wealth Management
Kansas
$234K -$9.78K -250 -4%
Susquehanna International Group
431
Susquehanna International Group
Pennsylvania
$233K -$9.18M -234,735 -97%
DE
432
Diversified Enterprises
Delaware
$231K – – –
AWP
433
Astra Wealth Partners
New Jersey
$230K +$243K +6,200 New
WEG
434
World Equity Group
Illinois
$230K +$30.7K +784 +14%
NL
435
NWAM LLC
Washington
$229K -$12.7K -325 -5%
PCA
436
Purkiss Capital Advisors
Connecticut
$228K +$241K +6,148 New
CSP
437
Cary Street Partners
Virginia
$224K +$236K +6,026 New
RRCM
438
Rappaport Reiches Capital Management
Illinois
$223K – – –
IWS
439
Insight Wealth Strategies
California
$223K -$41.5K -1,061 -15%
PTC
440
Private Trust Company
Ohio
$221K – – –
HWMG
441
Hurlow Wealth Management Group
Indiana
$214K – – –
CC
442
Capstone Capital
Nevada
$213K – – –
KV
443
Kickstand Ventures
New York
$208K -$15.7K -402 -7%
PCM
444
Payne Capital Management
New York
$207K +$219K +5,588 New
OIA
445
OneDigital Investment Advisors
Kansas
$201K – – –
SF
446
Synovus Financial
Georgia
$200K -$28.4K -727 -12%
KFI
447
Key Financial Inc
Pennsylvania
$185K – – –
LFG
448
Larson Financial Group
Missouri
$180K +$783 +20 +0.4%
HCA
449
Heck Capital Advisors
Wisconsin
$178K -$2.39K -61 -1%
BTD
450
BankPlus Trust Department
Mississippi
$173K +$183K +4,669 New
16 17
18
19 20

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.