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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
WFA
101
Wells Financial Advisors
Massachusetts
$3.38M +$142K +4,579 +4%
1832 Asset Management
102
1832 Asset Management
Ontario, Canada
$3.37M -$414K -13,400 -10%
B
103
Bailard
California
$3.32M +$421K +13,611 +13%
FF
104
Fluent Financial
Texas
$3.23M +$491K +15,872 +16%
BP
105
BBR Partners
New York
$3.21M
NRI
106
NFP Retirement Inc
California
$3.17M +$540K +17,470 +18%
AF
107
Allworth Financial
California
$3.1M -$412K -13,313 -11%
SWA
108
Sax Wealth Advisors
New Jersey
$3.07M -$56K -1,812 -2%
CA
109
Crane Advisory
California
$3.07M +$3.41M +110,283 New
IPW
110
Intergy Private Wealth
Colorado
$2.92M +$2.65M +85,650 +437%
AWA
111
Alaska Wealth Advisors
Alaska
$2.9M -$7.29M -235,756 -69%
CW
112
Cook Wealth
North Carolina
$2.84M +$2.54M +82,175 +562%
AA
113
Addison Advisors
Vermont
$2.81M +$665K +21,515 +27%
UWM
114
USAdvisors Wealth Management
Minnesota
$2.77M +$113K +3,644 +4%
FF
115
Financial Futures
New Jersey
$2.75M +$60.5K +1,955 +2%
PT
116
Plimoth Trust
Massachusetts
$2.65M -$37.9K -1,226 -1%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M -$862K -27,866 -23%
BFG
118
Baron Financial Group
New Jersey
$2.55M +$136K +4,405 +5%
AI
119
Atria Investments
North Carolina
$2.54M +$409K +13,222 +17%
AC
120
Apella Capital
Connecticut
$2.52M +$1.19M +38,406 +73%
WDL
121
Well Done LLC
Michigan
$2.46M -$1.12M -36,252 -29%
TWM
122
Thrive Wealth Management
Pennsylvania
$2.45M -$770K -24,898 -22%
MFGM
123
Marshall Financial Group (Maryland)
Maryland
$2.4M +$141K +4,560 +6%
VWA
124
Visionary Wealth Advisors
Illinois
$2.38M -$1.05M -33,889 -28%
TWM
125
Tradition Wealth Management
Minnesota
$2.32M -$288K -9,314 -10%