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iShares MSCI Intl Quality Factor ETF
IQLT

310 hedge funds and large institutions have $3.62B invested in iShares MSCI Intl Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 66

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

8% more funds holding in top 10

Funds holding in top 10: 26 → 28 (+2)

3% more funds holding

Funds holding: 302 → 310 (+8)

4% more capital invested

Capital invested by funds: $3.49B → $3.62B (+$125M)

0.6% more ownership

Funds ownership: 82.8% → 83.41% (+0.6%)

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.44%
New
45
Increased
146
Reduced
66
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$41.7M
2
TF
TIAA FSB
Florida
+$39M
3
Morgan Stanley
Morgan Stanley
New York
+$37.2M
4
UBS Group
UBS Group
Switzerland
+$20.1M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$19.9M

Top Sellers

1
FTS
Fifth Third Securities
Ohio
-$15.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$9.6M
3
AWC
Abundance Wealth Counselors
Pennsylvania
-$7.9M
4
PAG
Private Advisor Group
New Jersey
-$6.41M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$730M +$41.7M +1,126,511 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$290M +$17.2M +464,585 +6%
RBA
3
Richard Bernstein Advisors
New York
$279M +$7.41M +200,224 +3%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$257M +$12.4M +335,316 +5%
Ameriprise
5
Ameriprise
Minnesota
$195M +$17.3M +466,693 +10%
Morgan Stanley
6
Morgan Stanley
New York
$124M +$37.2M +1,006,450 +43%
BO
7
BRR OpCo
Ohio
$90.6M +$2.42M +65,525 +3%
UBS Group
8
UBS Group
Switzerland
$71.2M +$20.1M +544,003 +39%
Victory Capital Management
9
Victory Capital Management
Texas
$68.8M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$66.7M +$5.51M +148,793 +9%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$60.5M +$19.9M +536,665 +49%
EWM
12
Empirical Wealth Management
Washington
$45.3M +$1.83M +49,322 +4%
TF
13
TIAA FSB
Florida
$38.8M +$39M +1,054,347 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$37.6M +$568K +15,361 +2%
LPL Financial
15
LPL Financial
California
$36.6M +$2.53M +68,412 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$34.6M +$8.13M +219,805 +31%
BlackRock
17
BlackRock
New York
$33.3M +$556K +15,028 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$33.2M +$137K +3,695 +0.4%
IWS
19
Insight Wealth Strategies
California
$27.9M +$508K +13,715 +2%
CIA
20
Capital Investment Advisors
Georgia
$27.7M +$9.54M +257,870 +52%
SW
21
SVB Wealth
Massachusetts
$27.4M +$199K +5,372 +0.7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$26.9M +$8.23M +222,422 +44%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.8M +$154K +4,163 +0.6%
PP
24
Palladium Partners
Virginia
$25.5M +$937K +25,322 +4%
MAM
25
Madison Asset Management
Wisconsin
$24.9M +$13.6M +366,320 +119%
1
2 3 4 5

IQLT Hedge Fund Activity: Q1 2022 in Review

310 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q1 2022, worth a combined $3.62B — up 3.6% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IQLT positions and 30 closed out — a net gain of 15 holders — while 146 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $41.7M. The largest seller was Fifth Third Securities, exiting entirely with an estimated $15.8M sold.

  • 310 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q1 2022, up from 302 in Q4 2021.
  • Funds reported $3.62B of iShares MSCI Intl Quality Factor ETF stock for Q1 2022, up 3.6% quarter-over-quarter.
  • 45 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q1 2022 and 30 closed out, a net change of +15 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q1 2022 was Bank of America, an estimated $41.7M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q1 2022 was Fifth Third Securities, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2022.