We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF

307 hedge funds and large institutions have $3B invested in iShares MSCI Intl Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 143 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 91

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

2.76% more ownership

Funds ownership: 84.76%87.53% (+2.8%)

3% less funds holding

Funds holding: 317307 (-10)

7% less capital invested

Capital invested by funds: $3.23B → $3B (-$234M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

Holders
307
Holders Change
-10
Holders Change %
-3.15%
% of All Funds
5.29%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
28
Increased
143
Reduced
91
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$8.37M -$4.81M -155,516 -34%
CA
52
Crumly & Associates
Illinois
$8.16M -$614K -19,843 -6%
RJA
53
Raymond James & Associates
Florida
$8.14M -$1.67M -54,124 -16%
ICP
54
Interchange Capital Partners
Pennsylvania
$7.83M +$6.14M +198,622 +239%
FA
55
FDx Advisors
Illinois
$7.74M +$6.18M +199,692 +253%
PAMG
56
Patton Albertson Miller Group
Tennessee
$7.57M +$744K +24,056 +10%
T
57
TCWP
Ohio
$7.53M +$8.38M +270,952 New
SA
58
Scarborough Advisors
Maryland
$7.23M +$8.05M +260,351 New
AWM
59
AE Wealth Management
Kansas
$7.18M -$242K -7,830 -3%
VCP
60
Verus Capital Partners
Arizona
$6.89M +$4.48M +144,878 +140%
EWM
61
EPG Wealth Management
Georgia
$6.88M +$994K +32,137 +15%
FG
62
Foster Group
Iowa
$6.74M +$1.03M +33,215 +16%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$6.69M +$198K +6,391 +3%
Stifel Financial
64
Stifel Financial
Missouri
$6.69M +$349K +11,300 +5%
IF
65
Integrity Financial
Wyoming
$6.65M -$182K -5,876 -2%
WFA
66
Wade Financial Advisory
California
$6.44M +$1.08M +34,935 +18%
NFC
67
Northeast Financial Consultants
Connecticut
$6.33M -$4.02M -129,967 -36%
RIA
68
Regal Investment Advisors
Michigan
$6.28M -$160K -5,189 -2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$6.27M -$1.31M -42,370 -16%
MAC
70
Mason & Associates (California)
California
$6.21M +$97.5K +3,152 +1%
ACA
71
Ackerman Capital Advisors
Texas
$6.18M +$457K +14,771 +7%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$6.09M -$233K -7,522 -3%
BIA
73
Bell Investment Advisors
California
$5.85M -$215K -6,960 -3%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$5.58M -$5.76M -186,264 -48%
IA
75
IFP Advisors
Florida
$5.53M +$260K +8,420 +5%