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iShares MSCI Intl Quality Factor ETF

310 hedge funds and large institutions have $3.62B invested in iShares MSCI Intl Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 66

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

3% more funds holding

Funds holding: 302310 (+8)

4% more capital invested

Capital invested by funds: $3.49B → $3.62B (+$125M)

0.6% more ownership

Funds ownership: 82.8%83.41% (+0.6%)

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.44%
New
45
Increased
146
Reduced
66
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
76
Transcend Capital Advisors
New Jersey
$5.33M +$155K +4,189 +3%
AA
77
Auxano Advisors
Washington
$5.29M +$2.09M +56,571 +65%
IA
78
IFP Advisors
Florida
$5.28M +$2.5M +67,521 +62%
FFN
79
Focus Financial Network
Minnesota
$5.27M +$5.28M +142,801 New
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.96M -$3.21M -86,805 -39%
SWA
81
Sax Wealth Advisors
New Jersey
$4.8M -$316K -8,534 -6%
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$4.75M
CTA
83
Colonial Trust Advisors
South Carolina
$4.7M +$36.2K +977 +0.8%
WDL
84
Well Done LLC
Michigan
$4.49M -$20.1K -544 -0.4%
EWS
85
Evergreen Wealth Solutions
Pennsylvania
$4.44M -$331K -8,941 -7%
EA
86
Emerald Advisors
Washington
$4.29M -$29.9K -808 -0.7%
DADC
87
D.A. Davidson & Co
Montana
$4.25M -$2.4M -64,728 -36%
BP
88
BBR Partners
New York
$4.22M
ACWM
89
Adams Chetwood Wealth Management
North Carolina
$4.18M -$2.89K -78 -0.1%
CAC
90
Certified Advisory Corp
Florida
$4.16M +$903K +24,399 +28%
OCM
91
Orser Capital Management
Texas
$4.08M -$93.3K -2,520 -8%
B
92
Bailard
California
$3.96M +$3.97M +107,344 New
TWM
93
Thrive Wealth Management
Pennsylvania
$3.92M +$2.32M +62,623 +143%
FF
94
Fluent Financial
Texas
$3.89M -$1.15M -31,046 -23%
WFM
95
Wolff Financial Management
Michigan
$3.82M +$154K +4,168 +4%
SWA
96
Stratos Wealth Advisors
Ohio
$3.81M +$2.97M +80,193 +348%
RVPG
97
Relative Value Partners Group
$3.7M +$778K +21,010 +318%
NRI
98
NFP Retirement Inc
California
$3.67M +$3.69M +99,635 New
AWE
99
Avidian Wealth Enterprises
Texas
$3.67M +$2.92M +78,771 +379%
IPAM
100
ICICI Prudential Asset Management
India
$3.46M +$3.43M +92,697 New

IQLT Hedge Fund Activity: Q1 2022 in Review

310 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q1 2022, worth a combined $3.62B — up 3.6% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IQLT positions and 30 closed out — a net gain of 15 holders — while 146 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $41.7M. The largest seller was Fifth Third Securities, exiting entirely with an estimated $15.8M sold.

  • 310 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q1 2022, up from 302 in Q4 2021.
  • Funds reported $3.62B of iShares MSCI Intl Quality Factor ETF stock for Q1 2022, up 3.6% quarter-over-quarter.
  • 45 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q1 2022 and 30 closed out, a net change of +15 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q1 2022 was Bank of America, an estimated $41.7M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q1 2022 was Fifth Third Securities, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2022.