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iShares MSCI Intl Quality Factor ETF
IQLT

362 hedge funds and large institutions have $4.43B invested in iShares MSCI Intl Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

50% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 109

24% more capital invested

Capital invested by funds: $3.57B → $4.43B (+$856M)

18% more funds holding in top 10

Funds holding in top 10: 33 → 39 (+6)

5% more funds holding

Funds holding: 345 → 362 (+17)

0.74% more ownership

Funds ownership: 87.47% → 88.21% (+0.74%)

Holders
362
Holders Change
+17
Holders Change %
+4.93%
% of All Funds
5.77%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.62%
New
47
Increased
163
Reduced
109
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$207M
2
BWL
Bogart Wealth LLC
Virginia
+$46.6M
3
ACG
Allen Capital Group
Nebraska
+$31.8M
4
CIA
Capital Investment Advisors
Georgia
+$29.6M
5
Morgan Stanley
Morgan Stanley
New York
+$29.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$120M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$14.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$8.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$33.9M -$1.53M -44,494 -4%
ACG
27
Allen Capital Group
Nebraska
$32.7M +$31.8M +925,905 New
MOS
28
MGO One Seven
Ohio
$30.7M +$15.3M +445,786 +105%
FSG
29
Financial Strategies Group
Michigan
$29.8M +$29M +844,730 New
SW
30
SVB Wealth
Massachusetts
$29.6M -$6.5M -189,392 -18%
Osaic Holdings
31
Osaic Holdings
Arizona
$29.4M -$188K -5,487 -0.7%
Cerity Partners
32
Cerity Partners
New York
$28.5M +$1.3M +37,784 +5%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$25M +$715K +20,816 +3%
NW
34
NewEdge Wealth
Pennsylvania
$24.9M +$4.72M +137,364 +24%
CAN
35
Cetera Advisor Networks
California
$24.4M -$495K -14,428 -2%
SMA
36
Sage Mountain Advisors
Georgia
$24.2M +$3.03M +88,155 +15%
FVWA
37
Foster Victor Wealth Advisors
South Carolina
$22.8M +$21.7M +631,357 +5,179%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$22.4M +$3.26M +94,839 +18%
EH
39
Equitable Holdings
New York
$22.4M +$457K +13,295 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$22.2M +$225K +6,561 +1%
RW
41
RVW Wealth
California
$21.2M +$4.13M +120,318 +25%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$20.4M +$3.12M +90,717 +19%
RPSA
43
Richard P. Slaughter Associates
Texas
$20.4M -$2.11M -61,449 -10%
AIA
44
Angeles Investment Advisors
California
$20.2M +$19.6M +571,500 New
AWC
45
Abundance Wealth Counselors
Pennsylvania
$19.4M +$400K +11,642 +2%
Jane Street
46
Jane Street
New York
$18.9M -$120M -3,482,809 -87%
TFA
47
Tobias Financial Advisors
Florida
$18.6M -$274K -7,973 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$17.8M +$2.35M +68,450 +16%
MAM
49
Madison Asset Management
Wisconsin
$17.8M +$12.3M +358,305 +247%
1WM
50
1900 Wealth Management
Texas
$17M +$48.6K +1,414 +0.3%
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IQLT Hedge Fund Activity: Q1 2023 in Review

362 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q1 2023, worth a combined $4.43B — up 24% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IQLT positions and 25 closed out — a net gain of 22 holders — while 163 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $207M. The largest seller was Jane Street, cutting an estimated $120M.

  • 362 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q1 2023, up from 345 in Q4 2022.
  • Funds reported $4.43B of iShares MSCI Intl Quality Factor ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 47 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $207M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q1 2023 was Jane Street, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2023.