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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
CWP
551
Cyndeo Wealth Partners
Florida
– -$208K -5,014 Closed
SA
552
Stewardship Advisors
Pennsylvania
– -$206K -4,975 Closed
MPW
553
MGO Private Wealth
California
– -$206K -4,970 Closed
BCA
554
Bay Colony Advisors
Massachusetts
– -$205K -4,934 Closed
Koshinski Asset Management
555
Koshinski Asset Management
Illinois
– -$204K -4,928 Closed
TFCP
556
Twin Focus Capital Partners
Massachusetts
– -$203K -4,900 Closed
CHA
557
Cooper/Haims Advisors
New York
– -$201K -4,833 Closed
AWM
558
Abound Wealth Management
Tennessee
– -$134K -3,222 Closed
MA
559
Montag & Associates
Georgia
– -$47.9K -1,155 Closed
GM
560
GeoWealth Management
Illinois
– -$34.9K -842 Closed
ACM
561
Anfield Capital Management
California
– -$34.4K -828 Closed
HWA
562
Heritage Wealth Advisors
Virginia
– -$20.1K -484 Closed
NS
563
NBC Securities
Alabama
– -$16K -402 Closed
SWC
564
Spectrum Wealth Counsel
Indiana
– -$10.2K -246 Closed
SIS
565
Sound Income Strategies
Florida
– -$6.35K -153 Closed
Qube Research & Technologies (QRT)
566
Qube Research & Technologies (QRT)
United Kingdom
– -$5.02K -121 Closed
LIS
567
Legacy Investment Solutions
Idaho
– -$3.32K -87 Closed
LWMI
568
Legacy Wealth Management (Idaho)
Idaho
– -$3.32K -87 Closed
TVWM
569
Tower View Wealth Management
Wisconsin
– -$3.03K -73 Closed
MWA
570
MFA Wealth Advisors
Pennsylvania
– -$2.37K -57 Closed
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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.