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iShares MSCI Intl Quality Factor ETF
IQLT

302 hedge funds and large institutions have $3.49B invested in iShares MSCI Intl Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 59

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

13% more funds holding

Funds holding: 268 → 302 (+34)

12% more capital invested

Capital invested by funds: $3.13B → $3.49B (+$362M)

0.56% less ownership

Funds ownership: 83.36% → 82.8% (-0.56%)

7% less funds holding in top 10

Funds holding in top 10: 28 → 26 (-2)

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
4.65%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.4%
New
60
Increased
155
Reduced
59
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$20.5M
3
Bank of America
Bank of America
North Carolina
+$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$12.8M
5
MAM
Madison Asset Management
Wisconsin
+$12.1M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$14.7M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$12.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$12.2M
4
FFN
Focus Financial Network
Minnesota
-$5.35M
5
BlackRock
BlackRock
New York
-$4.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
126
Carnegie Investment Counsel
Ohio
$1.66M -$95.2K -2,431 -5%
BFA
127
Beacon Financial Advisory
Ohio
$1.61M +$391K +9,986 +32%
JEST
128
JTC Employer Solutions Trustee
Jersey
$1.56M – – –
VAS
129
Vestmark Advisory Solutions
Massachusetts
$1.54M +$464K +11,845 +43%
LW
130
Linscomb Wealth
Texas
$1.51M +$839K +21,426 +127%
TB
131
Treynor Bancshares
Iowa
$1.51M +$1.5M +38,345 New
AWC
132
Adamsbrown Wealth Consultants
Kansas
$1.5M +$1.49M +38,150 New
AI
133
Atria Investments
North Carolina
$1.46M +$103K +2,619 +8%
CA
134
CoreCap Advisors
Michigan
$1.42M +$1.41M +36,048 New
GSWM
135
Golden State Wealth Management
California
$1.41M -$10.5K -269 -0.7%
SWM
136
SeaCrest Wealth Management
New York
$1.4M +$54.2K +1,383 +4%
NRW
137
Nova R Wealth
Kansas
$1.4M +$1.39M +35,474 New
OWM
138
Opes Wealth Management
California
$1.39M +$88.1K +2,250 +7%
MWM
139
Merriman Wealth Management
Washington
$1.38M -$1.34M -34,173 -49%
MPCL
140
My Personal CFO LLC
Washington
$1.38M +$1.37M +34,937 New
PAS
141
Park Avenue Securities
New York
$1.36M -$39.6K -1,010 -3%
Prudential Financial
142
Prudential Financial
New Jersey
$1.31M +$52.4K +1,337 +4%
LCM
143
LVM Capital Management
Michigan
$1.24M +$90K +2,298 +8%
GWM
144
Geneos Wealth Management
Colorado
$1.2M +$214K +5,452 +22%
FTUS
145
Flow Traders U.S.
New York
$1.17M -$1.41M -36,045 -55%
RF
146
Rollins Financial
Georgia
$1.17M +$1.16M +29,615 New
AP
147
Adero Partners
California
$1.14M -$143K -3,662 -11%
DAS
148
Dynamic Advisor Solutions
Arizona
$1.06M -$73.8K -1,883 -7%
SA
149
SFI Advisors
New Jersey
$1.04M +$1.04M +26,520 New
WMR
150
Wealth Management Resources
Rhode Island
$1.02M +$1.01M +25,834 New
4 5
6
7 8

IQLT Hedge Fund Activity: Q4 2021 in Review

302 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2021, worth a combined $3.49B — up 12% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IQLT positions and 23 closed out — a net gain of 37 holders — while 155 added to existing stakes and 59 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.7M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $14.7M sold.

  • 302 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2021, up from 268 in Q3 2021.
  • Funds reported $3.49B of iShares MSCI Intl Quality Factor ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 60 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2021 and 23 closed out, a net change of +37 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $25.7M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2021 was Tobias Financial Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2021.