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iShares MSCI Intl Quality Factor ETF
IQLT

152 hedge funds and large institutions have $1.71B invested in iShares MSCI Intl Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

26% more capital invested

Capital invested by funds: $1.36B → $1.71B (+$348M)

24% more funds holding

Funds holding: 123 → 152 (+29)

2.94% less ownership

Funds ownership: 90.26% → 87.32% (-2.9%)

Holders
152
Holders Change
+29
Holders Change %
+23.58%
% of All Funds
3.07%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
37
Increased
63
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$66.4M
2
Bank of America
Bank of America
North Carolina
+$39.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.4M
4
RBA
Richard Bernstein Advisors
New York
+$16.9M
5
USAA
United Services Automobile Association
Texas
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.8M
2
BWL
Bogart Wealth LLC
Virginia
-$10.8M
3
PAMG
Patton Albertson Miller Group
Tennessee
-$3.12M
4
VWM
Venturi Wealth Management
Texas
-$2.29M
5
RPSA
Richard P. Slaughter Associates
Texas
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$3.4M -$49.5K -1,590 -1%
BP
52
BBR Partners
New York
$3.26M +$3.24M +104,018 New
WDL
53
Well Done LLC
Michigan
$3.24M -$1.39M -44,545 -30%
WAS
54
Wealth Advisory Solutions
Indiana
$3.12M -$102K -3,275 -3%
FTS
55
Fifth Third Securities
Ohio
$3.09M +$625K +20,068 +26%
DAM
56
Deltec Asset Management
New York
$3.07M +$3.05M +97,855 New
EWM
57
EPG Wealth Management
Georgia
$3.05M +$320K +10,272 +12%
Stifel Financial
58
Stifel Financial
Missouri
$3.01M +$2.67M +85,788 +840%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.99M +$137K +4,406 +5%
CTA
60
Colonial Trust Advisors
South Carolina
$2.98M +$400K +12,844 +16%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$2.93M -$39.9K -1,279 -1%
WIC
62
Woodmont Investment Counsel
Tennessee
$2.86M -$94.4K -3,030 -3%
SPIA
63
Steward Partners Investment Advisory
New York
$2.27M +$1.24M +39,709 +121%
CPIG
64
Chicago Partners Investment Group
Illinois
$2.13M +$2.12M +67,940 New
SMG
65
Smart Money Group
Texas
$2.07M +$2.06M +66,037 New
CCMG
66
Clark Capital Management Group
Pennsylvania
$2.01M +$1.13M +36,413 +131%
SFS
67
Sowell Financial Services
Arkansas
$1.87M +$1.3M +41,857 +237%
DADC
68
D.A. Davidson & Co
Montana
$1.76M +$197K +6,337 +13%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.56M -$99.7K -3,199 -6%
BFG
70
Baron Financial Group
New Jersey
$1.51M +$1.5M +48,255 New
AP
71
Agilis Partners
Massachusetts
$1.47M +$1.46M +46,902 New
ELI
72
Empire Life Investments
Ontario, Canada
$1.31M -$548K -17,600 -30%
AWA
73
Alaska Wealth Advisors
Alaska
$1.25M -$97.2K -3,121 -7%
AW
74
ACG Wealth
Georgia
$1.2M +$6.64K +213 +0.6%
SAM
75
Stringer Asset Management
Tennessee
$1.12M +$2.37K +76 +0.2%
1 2
3
4 5

IQLT Hedge Fund Activity: Q3 2020 in Review

152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q3 2020, worth a combined $1.71B — up 26% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IQLT positions and 8 closed out — a net gain of 29 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $13.8M.

  • 152 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q3 2020, up from 123 in Q2 2020.
  • Funds reported $1.71B of iShares MSCI Intl Quality Factor ETF stock for Q3 2020, up 26% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q3 2020 and 8 closed out, a net change of +29 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $66.4M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q3 2020 was BlackRock, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2020.