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iShares MSCI Intl Quality Factor ETF

201 hedge funds and large institutions have $2.23B invested in iShares MSCI Intl Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 32

32% more funds holding

Funds holding: 152201 (+49)

31% more capital invested

Capital invested by funds: $1.71B → $2.23B (+$523M)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

2.4% less ownership

Funds ownership: 87.32%84.92% (-2.4%)

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.56%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
60
Increased
87
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$4.47M +$4.19M +125,404 New
NFC
52
Northeast Financial Consultants
Connecticut
$4.33M +$2.98M +89,231 +277%
CTA
53
Colonial Trust Advisors
South Carolina
$4.05M +$610K +18,241 +19%
WDL
54
Well Done LLC
Michigan
$3.96M +$250K +7,488 +7%
SA
55
Stewardship Advisors
Pennsylvania
$3.8M -$4.68M -140,100 -57%
EWM
56
EPG Wealth Management
Georgia
$3.78M +$288K +8,625 +9%
Stifel Financial
57
Stifel Financial
Missouri
$3.76M +$316K +9,461 +10%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$3.59M -$458K -13,690 -10%
FTS
59
Fifth Third Securities
Ohio
$3.54M +$22.7K +679 +0.7%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$3.52M +$106K +3,182 +3%
DAM
61
Deltec Asset Management
New York
$3.49M
WIC
62
Woodmont Investment Counsel
Tennessee
$3.36M +$102K +3,045 +3%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$3.24M -$90.4K -2,705 -3%
EA
64
Emerald Advisors
Washington
$3.21M -$1.79M -53,388 -37%
CPIG
65
Chicago Partners Investment Group
Illinois
$3.04M +$514K +15,360 +23%
CWMU
66
Caliber Wealth Management (Utah)
Utah
$2.94M +$2.76M +82,442 New
BP
67
BBR Partners
New York
$2.92M -$744K -22,241 -21%
APA
68
Allegiant Private Advisors
Florida
$2.91M +$2.73M +81,721 New
VWA
69
Visionary Wealth Advisors
Illinois
$2.89M +$2.71M +81,084 New
RWA
70
Redhawk Wealth Advisors
Minnesota
$2.89M +$2.71M +81,028 New
VWM
71
Venturi Wealth Management
Texas
$2.78M -$1.3M -38,893 -33%
TC
72
Tacita Capital
Ontario, Canada
$2.75M +$2.58M +77,150 New
SWA
73
Sax Wealth Advisors
New Jersey
$2.75M +$2.58M +77,114 New
UWM
74
USAdvisors Wealth Management
Minnesota
$2.55M +$696K +20,806 +40%
SIA
75
SkyView Investment Advisors
New Jersey
$2.51M +$2.35M +70,396 New