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iShares MSCI Intl Quality Factor ETF

502 hedge funds and large institutions have $7.89B invested in iShares MSCI Intl Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 158 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 158

7% more funds holding

Funds holding: 471502 (+31)

4% more capital invested

Capital invested by funds: $7.55B → $7.89B (+$336M)

0.54% less ownership

Funds ownership: 93.65%93.11% (-0.54%)

4% less funds holding in top 10

Funds holding in top 10: 5149 (-2)

Holders
502
Holders Change
+31
Holders Change %
+6.58%
% of All Funds
7.21%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.7%
New
59
Increased
210
Reduced
158
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$2.84M +$636K +15,969 +30%
BFA
202
Brown Financial Advisors
Ohio
$2.84M +$154K +3,878 +6%
DC
203
Davenport & Co
Virginia
$2.78M +$110K +2,756 +4%
HA
204
Herold Advisors
New York
$2.74M +$10.4K +260 +0.4%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M -$57.7K -1,449 -2%
WANY
206
Wealthspire Advisors (New York)
New York
$2.71M -$242K -6,064 -9%
PJSIMP
207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.67M +$79.7K +2,000 +3%
SA
208
SFI Advisors
New Jersey
$2.67M +$187K +4,685 +8%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$2.57M -$203K -5,106 -8%
SFG
210
Shum Financial Group
California
$2.45M +$2.51M +63,061 New
PAWA
211
Palo Alto Wealth Advisors
California
$2.43M +$23.9K +600 +1%
EFA
212
Edge Financial Advisors
Illinois
$2.42M +$370K +9,300 +19%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$2.38M -$6.61K -166 -0.3%
MFG
214
Monumental Financial Group
Maryland
$2.37M -$373K -9,358 -14%
KDA
215
Kraft Davis & Associates
Missouri
$2.3M +$306K +7,674 +15%
OWM
216
Opes Wealth Management
California
$2.3M +$63.9K +1,605 +3%
LWA
217
Lantern Wealth Advisors
New York
$2.23M +$18.5K +465 +0.7%
PFA
218
Professional Financial Advisors
Nebraska
$2.2M +$80 +2 +0%
LIM
219
Leavell Investment Management
Alabama
$2.19M +$512K +12,849 +32%
O3W
220
Omni 360 Wealth
New Jersey
$2.17M +$120 +3 +0%
CCMG
221
Clark Capital Management Group
Pennsylvania
$2.15M +$431K +10,810 +26%
AC
222
Avestar Capital
New York
$2.15M +$2.06M +51,732 New
SMWM
223
Silvia McColl Wealth Management
California
$2.14M +$341K +8,570 +20%
MBI
224
May Barnhard Investments
Maryland
$2.12M +$302K +7,588 +17%
IA
225
IFP Advisors
Florida
$2.08M -$51.8K -1,300 -3%