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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
FAIM
526
Financial Advocates Investment Management
Washington
– -$6.35M -66,940 Closed
CM
527
Columbus Macro
Pennsylvania
– -$1.98M -47,838 Closed
FA
528
FDx Advisors
Illinois
– -$1.41M -33,911 Closed
PW
529
Paladin Wealth
Minnesota
– -$1.2M -28,878 Closed
WS
530
Wela Strategies
Georgia
– -$1.13M -27,240 Closed
AWMS
531
Advocacy Wealth Management Services
Georgia
– -$1.01M -24,440 Closed
FTDI
532
First Trust Direct Indexing
Massachusetts
– -$996K -23,995 Closed
AFP
533
Alpha Financial Partners
Kentucky
– -$666K -16,042 Closed
Millennium Management
534
Millennium Management
New York
– -$521K -12,558 Closed
MWA
535
Meridian Wealth Advisors
Texas
– -$420K -10,132 Closed
AWA
536
Alta Wealth Advisors
Massachusetts
– -$369K -8,882 Closed
JSL
537
JT Stratford LLC
Georgia
– -$361K -8,700 Closed
AFG
538
Atomi Financial Group
New York
– -$330K -7,962 Closed
TA
539
TKG Advisors
Indiana
– -$327K -7,880 Closed
PFS
540
Prospera Financial Services
Texas
– -$301K -7,254 Closed
CA
541
CGN Advisors
Kansas
– -$278K -6,695 Closed
YIH
542
Y-Intercept (HK)
Hong Kong
– -$262K -6,314 Closed
KeyBank National Association
543
KeyBank National Association
Ohio
– -$249K -6,008 Closed
HIP
544
HUB Investment Partners
Texas
– -$246K -5,928 Closed
ATC
545
Argent Trust Co
Tennessee
– -$221K -5,327 Closed
MF
546
Meridian Financial
Massachusetts
– -$216K -5,216 Closed
Pathstone Holdings
547
Pathstone Holdings
New Jersey
– -$216K -5,216 Closed
IFG
548
Independent Financial Group
California
– -$213K -5,140 Closed
EWA
549
EP Wealth Advisors
California
– -$212K -5,121 Closed
CF
550
Clarity Financial
Texas
– -$211K -5,080 Closed
19 20 21
22
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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.