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iShares MSCI Intl Quality Factor ETF
IQLT

520 hedge funds and large institutions have $7.07B invested in iShares MSCI Intl Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 222 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

57% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 141

4% more funds holding

Funds holding: 502 → 520 (+18)

0.43% more ownership

Funds ownership: 93.11% → 93.54% (+0.43%)

2% less funds holding in top 10

Funds holding in top 10: 49 → 48 (-1)

10% less capital invested

Capital invested by funds: $7.89B → $7.07B (-$814M)

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
6.85%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.63%
New
83
Increased
222
Reduced
141
Closed
50
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$27M
2
LPL Financial
LPL Financial
California
+$23M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.9M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
-$59.3M
2
BL
Balentine LLC
Georgia
-$49M
3
GI
Gradient Investments
Minnesota
-$42.2M
4
Cerity Partners
Cerity Partners
New York
-$33.5M
5
Morgan Stanley
Morgan Stanley
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
201
Atria Investments
North Carolina
$2.67M -$340K -8,696 -11%
ASN
202
Advisory Services Network
Georgia
$2.65M +$930K +23,758 +50%
EFA
203
Edge Financial Advisors
Illinois
$2.65M +$515K +13,171 +23%
HR
204
Howe & Rusling
New York
$2.65M -$404K -10,319 -13%
KDA
205
Kraft Davis & Associates
Missouri
$2.65M +$299K +7,646 +13%
LIM
206
Leavell Investment Management
Alabama
$2.64M +$713K +18,217 +34%
SFG
207
Snider Financial Group
Washington
$2.55M -$3.9M -99,651 -59%
HG
208
Harbor Group
New Hampshire
$2.55M +$2.68M +68,596 New
QFA
209
Quattro Financial Advisors
Texas
$2.51M -$2.4M -61,256 -49%
SA
210
SFI Advisors
New Jersey
$2.5M +$113K +2,890 +4%
PJSIMP
211
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.49M +$98.4K +2,516 +4%
HA
212
Herold Advisors
New York
$2.49M +$33.5K +855 +1%
LWA
213
Lantern Wealth Advisors
New York
$2.47M +$25.2K +645 +1%
SPC
214
Sigma Planning Corp
Michigan
$2.44M -$818K -20,895 -24%
SA
215
Scarborough Advisors
Maryland
$2.43M -$11.3M -288,083 -82%
FLPIM
216
F.L. Putnam Investment Management
Massachusetts
$2.41M -$141K -3,613 -5%
WWA
217
Wingate Wealth Advisors
Massachusetts
$2.41M +$2.54M +64,851 New
SFG
218
Shum Financial Group
California
$2.38M +$44.9K +1,148 +2%
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.38M -$69.5K -1,776 -3%
MBI
220
May Barnhard Investments
Maryland
$2.35M +$480K +12,280 +24%
MOS
221
MGO One Seven
Ohio
$2.31M -$1.37M -35,130 -36%
CF
222
Centaurus Financial
California
$2.3M +$584K +14,918 +32%
SWA
223
Sax Wealth Advisors
New Jersey
$2.3M -$453K -11,567 -16%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3M +$1.92M +49,020 +381%
MPW
225
Magnolia Private Wealth
Pennsylvania
$2.28M +$2.41M +61,476 New
7 8
9
10 11

IQLT Hedge Fund Activity: Q4 2024 in Review

520 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2024, worth a combined $7.07B — down 10% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IQLT positions and 50 closed out — a net gain of 33 holders — while 222 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $27M. The largest seller was Bogart Wealth LLC, cutting an estimated $59.3M.

  • 520 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2024, up from 502 in Q3 2024.
  • Funds reported $7.07B of iShares MSCI Intl Quality Factor ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 83 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2024 and 50 closed out, a net change of +33 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2024 was Wells Fargo, an estimated $27M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2024 was Bogart Wealth LLC, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2024.