We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF

117 hedge funds and large institutions have $1.11B invested in iShares MSCI Intl Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

56% more funds holding

Funds holding: 75117 (+42)

46% more capital invested

Capital invested by funds: $764M → $1.11B (+$348M)

8.14% more ownership

Funds ownership: 88.52%96.67% (+8.1%)

Holders
117
Holders Change
+42
Holders Change %
+56%
% of All Funds
2.31%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
48
Increased
42
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$386M -$1.54M -49,634 -0.4%
RBA
2
Richard Bernstein Advisors
New York
$141M -$668K -21,585 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$136M +$69.9M +2,260,455 +117%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$67.2M +$11.9M +384,007 +23%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.9M +$39.2M +1,265,790 New
BlackRock
6
BlackRock
New York
$29.9M +$22.5M +728,647 +372%
Ameriprise
7
Ameriprise
Minnesota
$27.8M +$1.04M +33,749 +4%
DF
8
Donoghue Forlines
Massachusetts
$18.6M +$17.9M +577,367 New
EK
9
Evensky & Katz
Florida
$16.9M -$168K -5,420 -1%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$13.7M +$13.1M +424,384 New
BWL
11
Bogart Wealth LLC
Virginia
$11.4M +$10.9M +353,841 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.4M +$2.15M +69,551 +24%
RJA
13
Raymond James & Associates
Florida
$11.2M +$1.83M +59,250 +21%
CFGS
14
Concourse Financial Group Securities
Alabama
$11.1M +$10.7M +344,673 New
VWM
15
Venturi Wealth Management
Texas
$11M -$8.63M -279,038 -45%
EWF
16
Epstein & White Financial
California
$10.7M +$3.05M +98,537 +42%
CCMG
17
Clark Capital Management Group
Pennsylvania
$9.09M +$2.27M +73,507 +35%
ACA
18
Ackerman Capital Advisors
Texas
$8.66M +$1.97M +63,766 +31%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.31M +$7.02M +226,845 +744%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$7.93M +$7.6M +245,538 New
PAMG
21
Patton Albertson Miller Group
Tennessee
$6.95M +$1.35M +43,538 +25%
EWM
22
Empirical Wealth Management
Washington
$6.8M +$605K +19,569 +10%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$6.68M
CA
24
Crumly & Associates
Illinois
$6.08M +$5.83M +188,432 New
KCM
25
Kathmere Capital Management
Pennsylvania
$5.75M +$5.51M +178,052 New