We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF

362 hedge funds and large institutions have $4.43B invested in iShares MSCI Intl Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

50% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 109

24% more capital invested

Capital invested by funds: $3.57B → $4.43B (+$856M)

18% more funds holding in top 10

Funds holding in top 10: 3339 (+6)

5% more funds holding

Funds holding: 345362 (+17)

0.74% more ownership

Funds ownership: 87.47%88.21% (+0.74%)

Holders
362
Holders Change
+17
Holders Change %
+4.93%
% of All Funds
5.77%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.62%
New
47
Increased
163
Reduced
109
Closed
25
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
$438M +$18.4M +535,868 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$324M -$21.1M -614,170 -6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$271M -$10.6M -307,218 -4%
Ameriprise
4
Ameriprise
Minnesota
$233M +$20.4M +594,278 +10%
TF
5
TIAA FSB
Florida
$218M +$27.1M +789,894 +15%
JP Morgan Chase
6
JP Morgan Chase
New York
$218M +$207M +6,015,821 +3,985%
Morgan Stanley
7
Morgan Stanley
New York
$202M +$29.2M +849,730 +17%
RBA
8
Richard Bernstein Advisors
New York
$174M +$7.63M +222,321 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$97.5M -$605K -17,613 -0.6%
CIA
10
Capital Investment Advisors
Georgia
$86.7M +$29.6M +861,269 +54%
UBS Group
11
UBS Group
Switzerland
$77.4M +$7.17M +208,899 +11%
EWM
12
Empirical Wealth Management
Washington
$72.5M +$4.28M +124,679 +6%
Victory Capital Management
13
Victory Capital Management
Texas
$71.3M
UA
14
Unison Advisors
District of Columbia
$70.7M +$10.5M +304,441 +18%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$65.2M +$2.21M +64,241 +4%
BL
16
Balentine LLC
Georgia
$51.8M +$12.4M +361,946 +33%
CCM
17
Carlson Capital Management
Minnesota
$49.6M +$1,000K +29,110 +2%
LPL Financial
18
LPL Financial
California
$49.1M +$8.2M +238,838 +21%
BWL
19
Bogart Wealth LLC
Virginia
$47.9M +$46.6M +1,358,137 +1,269,287%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.6M +$15.6M +453,852 +52%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$43.6M +$3.97M +115,654 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.2M +$211K +6,148 +0.5%
Charles Schwab
23
Charles Schwab
California
$40.6M +$15.7M +456,889 +66%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$39.4M +$14.6M +425,159 +62%
BlackRock
25
BlackRock
New York
$36.2M -$150K -4,355 -0.4%

IQLT Hedge Fund Activity: Q1 2023 in Review

362 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q1 2023, worth a combined $4.43B — up 24% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IQLT positions and 25 closed out — a net gain of 22 holders — while 163 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $207M. The largest seller was Jane Street, cutting an estimated $120M.

  • 362 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q1 2023, up from 345 in Q4 2022.
  • Funds reported $4.43B of iShares MSCI Intl Quality Factor ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 47 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $207M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q1 2023 was Jane Street, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2023.