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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
SIC
501
Salem Investment Counselors
North Carolina
$7.28K – – –
WAM
502
WFA Asset Management
Wisconsin
$6.42K +$6.77K +173 New
PMFA
503
Plante Moran Financial Advisors
Michigan
$6.17K – – –
FFA
504
Founders Financial Alliance
North Carolina
$4.97K – – –
TAM
505
Tucker Asset Management
Colorado
$4.27K +$157 +4 +4%
KWM
506
Kiker Wealth Management
Georgia
$3.12K +$3.29K +84 New
PCMC
507
Private Capital Management (Colorado)
Colorado
$2.97K – – –
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.78K – – –
S
509
SignatureFD
Georgia
$2.28K – – –
MFC
510
Morris Financial Concepts
South Carolina
$2.23K – – –
VNA
511
Valley National Advisers
Pennsylvania
$2K +$2.11K +54 New
PWM
512
Provident Wealth Management
Tennessee
$1.97K – – –
EPAM
513
Evelyn Partners Asset Management
$1.86K +$1.96K +50 New
WWP
514
WR Wealth Planners
Missouri
$1.34K – – –
CWM
515
Centricity Wealth Management
Ohio
$1.26K +$1.33K +34 New
NFSG
516
Newbridge Financial Services Group
Florida
$1.19K – – –
KHC
517
Koesten Hirschmann & Crabtree
Kansas
$743 – – –
SAM
518
Smartleaf Asset Management
Massachusetts
$742 – – –
BHWM
519
Beaird Harris Wealth Management
Texas
$669 – – –
GSWM
520
Golden State Wealth Management
California
$122 +$117 +3 New
GI
521
Gradient Investments
Minnesota
– -$42.2M -1,016,070 Closed
DWM
522
Dechtman Wealth Management
Colorado
– -$22.7M -547,949 Closed
Prudential Financial
523
Prudential Financial
New Jersey
– -$13.2M -317,622 Closed
SAS
524
Sage Advisory Services
Texas
– -$7.17M -183,747 Closed
BFA
525
Brown Financial Advisors
Ohio
– -$2.84M -68,372 Closed
19 20
21
22 23

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.