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iShares MSCI Intl Quality Factor ETF

117 hedge funds and large institutions have $1.11B invested in iShares MSCI Intl Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

56% more funds holding

Funds holding: 75117 (+42)

46% more capital invested

Capital invested by funds: $764M → $1.11B (+$348M)

8.14% more ownership

Funds ownership: 88.52%96.67% (+8.1%)

Holders
117
Holders Change
+42
Holders Change %
+56%
% of All Funds
2.31%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
48
Increased
42
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.46M +$152K +4,900 +12%
Citadel Advisors
52
Citadel Advisors
Florida
$1.26M +$1.2M +38,925 New
SPIA
53
Steward Partners Investment Advisory
New York
$1.19M +$31.2K +1,007 +3%
VCP
54
Verus Capital Partners
Arizona
$1.18M +$1.13M +36,454 New
IWS
55
Insight Wealth Strategies
California
$1.16M +$1.11M +35,956 New
AI
56
Atria Investments
North Carolina
$1.08M +$771K +24,929 +297%
NFC
57
Northeast Financial Consultants
Connecticut
$810K +$438K +14,150 +130%
UWM
58
USAdvisors Wealth Management
Minnesota
$745K +$714K +23,080 New
NFG
59
Next Financial Group
Texas
$670K +$642K +20,764 New
CAG
60
Csenge Advisory Group
Florida
$651K +$222K +7,174 +55%
AG
61
Advisor Group
Arizona
$650K +$71.2K +2,302 +13%
ELI
62
Empire Life Investments
Ontario, Canada
$648K +$621K +20,059 New
CA
63
Continuum Advisory
Idaho
$627K -$14.7K -475 -2%
FAAS
64
First Allied Advisory Services
California
$617K +$261K +8,440 +78%
FA
65
Fortis Advisors
Pennsylvania
$613K +$4.86K +157 +0.8%
ACP
66
Aveo Capital Partners
Colorado
$562K +$538K +17,402 New
DIP
67
DT Investment Partners
Pennsylvania
$551K
SWP
68
Summit Wealth Partners
Florida
$510K +$489K +15,807 New
BCA
69
Bay Colony Advisors
Massachusetts
$498K -$20.8K -672 -4%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$425K +$113K +3,639 +38%
PPW
71
Parcion Private Wealth
Washington
$397K +$381K +12,309 New
RVPG
72
Relative Value Partners Group
$369K +$2.35K +76 +0.7%
PPA
73
Parametric Portfolio Associates
Washington
$367K +$352K +11,378 New
SFS
74
Sowell Financial Services
Arkansas
$337K +$310K +10,015 +2,373%
Renaissance Technologies
75
Renaissance Technologies
New York
$329K +$316K +10,200 New