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iShares MSCI Intl Quality Factor ETF
IQLT

152 hedge funds and large institutions have $1.71B invested in iShares MSCI Intl Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

26% more capital invested

Capital invested by funds: $1.36B → $1.71B (+$348M)

24% more funds holding

Funds holding: 123 → 152 (+29)

2.94% less ownership

Funds ownership: 90.26% → 87.32% (-2.9%)

Holders
152
Holders Change
+29
Holders Change %
+23.58%
% of All Funds
3.07%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
37
Increased
63
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$66.4M
2
Bank of America
Bank of America
North Carolina
+$39.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.4M
4
RBA
Richard Bernstein Advisors
New York
+$16.9M
5
USAA
United Services Automobile Association
Texas
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.8M
2
BWL
Bogart Wealth LLC
Virginia
-$10.8M
3
PAMG
Patton Albertson Miller Group
Tennessee
-$3.12M
4
VWM
Venturi Wealth Management
Texas
-$2.29M
5
RPSA
Richard P. Slaughter Associates
Texas
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$842K +27,025 +8%
KCM
27
Kathmere Capital Management
Pennsylvania
$11.7M +$1.8M +57,921 +18%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10.6M +$2.29M +73,564 +28%
ACM
29
Armbruster Capital Management
New York
$9.45M +$71.7K +2,300 +0.8%
TFA
30
Tobias Financial Advisors
Florida
$9.08M +$417K +13,377 +5%
LB
31
Leo Brokerage
Texas
$8.66M +$9.18M +294,579 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.09M +$305K +9,793 +4%
SA
33
Stewardship Advisors
Pennsylvania
$7.86M +$2.62M +83,932 +52%
MML Investors Services
34
MML Investors Services
Massachusetts
$7.38M +$3.18M +102,154 +77%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$6.68M – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.51M +$56.6K +1,815 +0.9%
ACG
37
Allen Capital Group
Nebraska
$6.33M +$6.1M +195,737 New
LPL Financial
38
LPL Financial
California
$6.12M +$3.53M +113,330 +138%
SCP
39
Syntal Capital Partners
Texas
$6.02M +$37K +1,188 +0.6%
Citadel Advisors
40
Citadel Advisors
Florida
$5.72M +$5.69M +182,544 New
SWMG
41
Strategic Wealth Management Group
Maryland
$5.58M +$5.55M +178,070 New
CA
42
Crumly & Associates
Illinois
$5.18M -$128K -4,119 -2%
HFS
43
Howard Financial Services
Texas
$4.79M +$231K +7,400 +5%
RJA
44
Raymond James & Associates
Florida
$4.77M -$24.6K -788 -0.5%
CAN
45
Cetera Advisor Networks
California
$4.72M -$17.5K -562 -0.4%
EA
46
Emerald Advisors
Washington
$4.5M +$122K +3,928 +3%
Jane Street
47
Jane Street
New York
$4.43M +$2.59M +82,974 +142%
ACWM
48
Adams Chetwood Wealth Management
North Carolina
$4.16M +$39.4K +1,263 +1%
WFA
49
Wade Financial Advisory
California
$4.08M +$184K +5,896 +5%
VWM
50
Venturi Wealth Management
Texas
$3.66M -$2.29M -73,610 -39%
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IQLT Hedge Fund Activity: Q3 2020 in Review

152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q3 2020, worth a combined $1.71B — up 26% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IQLT positions and 8 closed out — a net gain of 29 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $13.8M.

  • 152 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q3 2020, up from 123 in Q2 2020.
  • Funds reported $1.71B of iShares MSCI Intl Quality Factor ETF stock for Q3 2020, up 26% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q3 2020 and 8 closed out, a net change of +29 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $66.4M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q3 2020 was BlackRock, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2020.