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iShares MSCI Intl Quality Factor ETF
IQLT

387 hedge funds and large institutions have $6.32B invested in iShares MSCI Intl Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 197 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

95% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 101

43% more capital invested

Capital invested by funds: $4.43B → $6.32B (+$1.89B)

10% more funds holding in top 10

Funds holding in top 10: 39 → 43 (+4)

7.99% more ownership

Funds ownership: 88.21% → 96.2% (+8%)

7% more funds holding

Funds holding: 362 → 387 (+25)

Holders
387
Holders Change
+25
Holders Change %
+6.91%
% of All Funds
6.08%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.68%
New
50
Increased
197
Reduced
101
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$944M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$487M
3
MWM
Merriman Wealth Management
Washington
+$147M
4
Ameriprise
Ameriprise
Minnesota
+$29.7M
5
UBS Group
UBS Group
Switzerland
+$27.8M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$64.4M
2
AIA
Angeles Investment Advisors
California
-$20.2M
3
MOS
MGO One Seven
Ohio
-$19.3M
4
Jane Street
Jane Street
New York
-$18.9M
5
BlackRock
BlackRock
New York
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$943M +$944M +26,493,497 +26,493,497%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$813M +$487M +13,665,919 +149%
Bank of America
3
Bank of America
North Carolina
$463M +$22M +616,437 +5%
Ameriprise
4
Ameriprise
Minnesota
$265M +$29.7M +832,356 +13%
TF
5
TIAA FSB
Florida
$240M +$19.6M +550,175 +9%
Morgan Stanley
6
Morgan Stanley
New York
$227M +$22.7M +636,798 +11%
JP Morgan Chase
7
JP Morgan Chase
New York
$219M -$688K -19,288 -0.3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$209M -$64.4M -1,806,744 -24%
RBA
9
Richard Bernstein Advisors
New York
$179M +$3.8M +106,686 +2%
MWM
10
Merriman Wealth Management
Washington
$149M +$147M +4,126,549 +5,919%
CIA
11
Capital Investment Advisors
Georgia
$108M +$20.5M +575,573 +23%
UBS Group
12
UBS Group
Switzerland
$106M +$27.8M +779,708 +36%
Corient Private Wealth
13
Corient Private Wealth
Florida
$97.4M -$976K -27,372 -1%
EWM
14
Empirical Wealth Management
Washington
$77.4M +$4.31M +120,959 +6%
Victory Capital Management
15
Victory Capital Management
Texas
$71.9M – – –
UA
16
Unison Advisors
District of Columbia
$71.6M +$349K +9,788 +0.5%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$69.4M +$3.65M +102,316 +6%
BWL
18
Bogart Wealth LLC
Virginia
$64.9M +$16.6M +465,234 +34%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$60.4M +$16.5M +461,830 +37%
LPL Financial
20
LPL Financial
California
$53.9M +$4.34M +121,708 +9%
BL
21
Balentine LLC
Georgia
$52.8M +$767K +21,514 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$51.2M +$4.2M +117,732 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$50.9M +$16.6M +466,913 +49%
CCM
24
Carlson Capital Management
Minnesota
$49.8M -$264K -7,411 -0.5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$43.1M +$482K +13,515 +1%
1
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IQLT Hedge Fund Activity: Q2 2023 in Review

387 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q2 2023, worth a combined $6.32B — up 43% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQLT positions and 22 closed out — a net gain of 28 holders — while 197 added to existing stakes and 101 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $944M. The largest seller was Mercer Global Advisors, cutting an estimated $64.4M.

  • 387 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q2 2023, up from 362 in Q1 2023.
  • Funds reported $6.32B of iShares MSCI Intl Quality Factor ETF stock for Q2 2023, up 43% quarter-over-quarter.
  • 50 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q2 2023 and 22 closed out, a net change of +28 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q2 2023 was PNC Financial Services Group, an estimated $944M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2023.