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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
AI
76
Atria Investments
North Carolina
$1.12M +$1.11M +35,683 New
AAS
77
Avantax Advisory Services
Texas
$1.08M +$504K +16,167 +88%
AP
78
Adero Partners
California
$1.03M +$1.03M +33,007 New
NFC
79
Northeast Financial Consultants
Connecticut
$1.01M +$14.3K +460 +1%
CFGS
80
Concourse Financial Group Securities
Alabama
$983K -$155K -4,985 -14%
OWM
81
Opes Wealth Management
California
$953K +$87.9K +2,822 +10%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$934K +$69K +2,214 +8%
HR
83
Howe & Rusling
New York
$898K +$58.9K +1,889 +7%
SIAS
84
Shine Investment Advisory Services
Colorado
$816K -$1.36M -43,500 -63%
OCM
85
Orser Capital Management
Texas
$788K +$71.7K +2,300 +43%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$764K -$2.16M -69,333 -74%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$759K +$126K +4,029 +20%
BCP
88
Blackhawk Capital Partners
Wisconsin
$721K +$764K +24,530 New
CAL
89
Capital Analysts LLC
Pennsylvania
$711K +$682K +21,884 +2,675%
FVWA
90
Foster Victor Wealth Advisors
South Carolina
$673K -$217K -6,959 -24%
EH
91
Equitable Holdings
New York
$657K +$653K +20,962 New
FA
92
FDx Advisors
Illinois
$648K +$644K +20,682 New
SS
93
Sunbelt Securities
Texas
$607K +$604K +19,390 New
FA
94
Fortis Advisors
Pennsylvania
$602K – – –
BFG
95
Barber Financial Group
Kansas
$592K -$262K -8,407 -31%
TFM
96
TFC Financial Management
Massachusetts
$582K +$579K +18,570 New
LCM
97
LVM Capital Management
Michigan
$577K +$237K +7,610 +70%
HH
98
Hilltop Holdings
Texas
$519K +$517K +16,580 New
TWA
99
Tillar-Wenstrup Advisors
Ohio
$504K -$13.9K -445 -3%
PPW
100
Pasadena Private Wealth
California
$485K -$265K -8,514 -36%
2 3
4
5 6

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.