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iShares MSCI Intl Quality Factor ETF

231 hedge funds and large institutions have $2.56B invested in iShares MSCI Intl Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

106% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 53

15% more funds holding

Funds holding: 201231 (+30)

15% more capital invested

Capital invested by funds: $2.23B → $2.56B (+$328M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

Holders
231
Holders Change
+30
Holders Change %
+14.93%
% of All Funds
4.06%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.44%
New
42
Increased
109
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$18.4M +$5.87M +161,955 +47%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$17.4M +$626K +17,258 +4%
RPSA
28
Richard P. Slaughter Associates
Texas
$17.1M -$168K -4,636 -1%
MML Investors Services
29
MML Investors Services
Massachusetts
$16.5M +$1.78M +49,019 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$16.5M +$648K +17,886 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$16M +$3.69M +101,809 +30%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$15.7M +$4.09M +112,770 +35%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14M -$35.7M -984,979 -72%
KCM
34
Kathmere Capital Management
Pennsylvania
$13.2M -$1.39M -38,426 -10%
SMA
35
Sage Mountain Advisors
Georgia
$11.9M +$2.75M +75,825 +30%
TFA
36
Tobias Financial Advisors
Florida
$11.9M +$348K +9,595 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$11.7M +$274K +7,553 +2%
EWF
38
Epstein & White Financial
California
$11.6M -$1.19M -32,723 -9%
ACM
39
Armbruster Capital Management
New York
$11.4M +$219K +6,050 +2%
ACA
40
Ackerman Capital Advisors
Texas
$10.1M -$1.1M -30,316 -10%
LB
41
Leo Brokerage
Texas
$9.51M -$1.63M -44,923 -15%
FTS
42
Fifth Third Securities
Ohio
$8.8M +$5.15M +142,195 +143%
WANY
43
Wealthspire Advisors (New York)
New York
$7.25M +$7.21M +198,825 New
SWMG
44
Strategic Wealth Management Group
Maryland
$7.23M +$698K +19,248 +11%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$6.97M +$3.64M +100,378 +111%
HFS
46
Howard Financial Services
Texas
$6.92M +$862K +23,789 +14%
APA
47
Allegiant Private Advisors
Florida
$6.76M +$3.76M +103,712 +127%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6.68M
CA
49
Crumly & Associates
Illinois
$6.41M +$354K +9,763 +6%
EWM
50
EPG Wealth Management
Georgia
$6.33M +$2.46M +67,921 +64%