We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF
IQLT

345 hedge funds and large institutions have $3.57B invested in iShares MSCI Intl Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

22% more funds holding in top 10

Funds holding in top 10: 27 → 33 (+6)

19% more capital invested

Capital invested by funds: $3B → $3.57B (+$573M)

12% more funds holding

Funds holding: 307 → 345 (+38)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

0.06% less ownership

Funds ownership: 87.53% → 87.47% (-0.06%)

Holders
345
Holders Change
+38
Holders Change %
+12.38%
% of All Funds
5.55%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.53%
New
65
Increased
127
Reduced
119
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$75.2M
2
Morgan Stanley
Morgan Stanley
New York
+$69.5M
3
TF
TIAA FSB
Florida
+$46.4M
4
BL
Balentine LLC
Georgia
+$33.7M
5
Ameriprise
Ameriprise
Minnesota
+$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$167M
2
RBA
Richard Bernstein Advisors
New York
-$71.8M
3
AP
Adero Partners
California
-$25.4M
4
ACG
Allen Capital Group
Nebraska
-$24.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
126
Colonial Trust
South Carolina
$2.76M +$282K +9,088 +12%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.67M -$334K -10,761 -12%
WDL
128
Well Done LLC
Michigan
$2.67M -$189K -6,071 -7%
SFSG
129
Sound Financial Strategies Group
Mississippi
$2.63M +$2.41M +77,501 +2,125%
TWM
130
Tradition Wealth Management
Minnesota
$2.6M -$108K -3,475 -4%
AI
131
Atria Investments
North Carolina
$2.59M -$352K -11,322 -12%
TCA
132
Transcend Capital Advisors
New Jersey
$2.57M -$1.42M -45,759 -37%
MWM
133
Merriman Wealth Management
Washington
$2.52M +$2.42M +77,829 New
PAWA
134
Palo Alto Wealth Advisors
California
$2.51M +$2.41M +77,598 New
VA
135
Valmark Advisers
Ohio
$2.38M +$1.23M +39,631 +117%
WIC
136
Woodmont Investment Counsel
Tennessee
$2.37M – – –
MPW
137
MGO Private Wealth
California
$2.34M -$2.09M -67,227 -48%
WFM
138
Wolff Financial Management
Michigan
$2.31M -$1.76M -56,642 -44%
EK
139
Evensky & Katz
Florida
$2.28M +$622K +20,013 +40%
PFA
140
Professional Financial Advisors
Nebraska
$2.24M +$123K +3,951 +6%
KAS
141
Kestra Advisory Services
Texas
$2.24M +$1.6M +51,450 +292%
HR
142
Howe & Rusling
New York
$2.19M -$65.7K -2,115 -3%
TC
143
Tacita Capital
Ontario, Canada
$2.14M +$1.71K +55 +0.1%
WS
144
Wedbush Securities
California
$2.07M +$393K +12,656 +25%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$1.99M +$470K +15,127 +33%
ES
146
Eagle Strategies
New York
$1.92M +$1.84M +59,344 New
SCM
147
SOL Capital Management
Maryland
$1.85M -$30.4K -978 -2%
GRP
148
Global Retirement Partners
California
$1.83M +$110K +3,531 +7%
MGIA
149
Moneta Group Investment Advisors
Missouri
$1.81M +$1.61M +51,717 New
VWA
150
Visionary Wealth Advisors
Illinois
$1.75M -$982K -31,606 -37%
4 5
6
7 8

IQLT Hedge Fund Activity: Q4 2022 in Review

345 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2022, worth a combined $3.57B — up 19% from $3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IQLT positions and 21 closed out — a net gain of 44 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Jane Street, adding an estimated $75.2M. The largest seller was Bank of America, cutting an estimated $167M.

  • 345 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2022, up from 307 in Q3 2022.
  • Funds reported $3.57B of iShares MSCI Intl Quality Factor ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 65 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2022 and 21 closed out, a net change of +44 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2022 was Jane Street, an estimated $75.2M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2022 was Bank of America, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2022.