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
CWM
451
Copia Wealth Management
Oregon
$166K +$175K +4,481 New
CMBA
452
C.M. Bidwell & Associates
Hawaii
$164K – – –
MWA
453
Medallion Wealth Advisors
Connecticut
$161K +$170K +4,334 New
SFC
454
SYM Financial Corp
Indiana
$160K – – –
BWL
455
Bogart Wealth LLC
Virginia
$158K -$59.3M -1,515,283 -100%
EWA
456
EverSource Wealth Advisors
Alabama
$148K +$20.9K +534 +15%
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$142K -$208K -5,322 -58%
RTL
458
Red Tortoise LLC
Georgia
$126K +$1.53K +39 +1%
LDB
459
Lee, Danner & Bass
Tennessee
$126K +$133K +3,400 New
BTI
460
Blue Trust Inc
Georgia
$115K -$47.5K -1,213 -28%
MAS
461
MPWM Advisory Solutions
Georgia
$111K +$117K +3,000 New
CTWM
462
Cherry Tree Wealth Management
Minnesota
$110K – – –
PWA
463
Physician Wealth Advisors
Utah
$104K +$110K +2,800 New
FFA
464
Farther Finance Advisors
California
$95.9K -$8.02K -205 -7%
NB
465
NBT Bank
New York
$91.3K – – –
RIL
466
Rothschild Investment LLC
Illinois
$78.8K – – –
M
467
MOTCO
Texas
$74.1K – – –
ACA
468
American Capital Advisory
Idaho
$59.6K – – –
SS
469
Sunbelt Securities
Texas
$59.2K +$6.3K +161 +11%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$58.5K +$36.5K +934 +146%
VWM
471
Vermillion Wealth Management
Minnesota
$55.3K +$58.3K +1,489 New
MCM
472
MAI Capital Management
Ohio
$54K +$56.9K +1,454 New
HNB
473
Huntington National Bank
Ohio
$53.5K – – –
TH
474
TCTC Holdings
Texas
$50.6K – – –
PB
475
Pinnacle Bancorp
Nebraska
$49.9K – – –
17 18
19
20 21

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.