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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
SA
5
Sanctuary Advisors
Indiana
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$18M 105,510 -7,681 -7%
WDL
227
Well Done LLC
Michigan
$17.9M 105,037 -9,653 -8%
CWS
228
Cypress Wealth Services
California
$17.9M 104,757 +4,554 +5%
SWA
229
Stratos Wealth Advisors
Ohio
$17.8M 104,145 +24,412 +31%
RBA
230
Richard Bernstein Advisors
New York
$17.7M 103,770 -5,833 -5%
SPIA
231
Strategic Point Investment Advisors
Rhode Island
$17.7M 103,621 +182 +0.2%
HSBC Holdings
232
HSBC Holdings
United Kingdom
$17.5M 102,754 +11,671 +13%
KPWS
233
Kestra Private Wealth Services
Texas
$17.5M 102,222 +34,455 +51%
SXL
234
Summit X LLC
Missouri
$17.4M 101,765 +5,915 +6%
CCWA
235
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.3M 101,269 -1,408 -1%
KFSC
236
Keystone Financial Services (Colorado)
Colorado
$17.1M 100,432 +15,072 +18%
CFFP
237
Center for Financial Planning
Michigan
$16.9M 99,055 -17,458 -15%
SA
238
Skyline Advisors
Washington
$16.9M 98,915 +289 +0.3%
TFA
239
Tobias Financial Advisors
Florida
$16.5M 96,593 +2,599 +3%
AWA
240
ARQ Wealth Advisors
Arizona
$16.4M 96,326 +2,656 +3%
QAM
241
Q3 Asset Management
Michigan
$16.3M 95,727 +95,727 New
DWM
242
Diversify Wealth Management
Utah
$16.2M 99,460 +99,460 New
WA
243
Wealth Alliance
New York
$16.1M 94,552 +3,124 +3%
PA
244
PFG Advisors
Arizona
$16.1M 94,522 +10,143 +12%
FFS
245
Founders Financial Securities
Maryland
$16.1M 94,111 +840 +0.9%
FFN
246
Focus Financial Network
Minnesota
$16M 92,403 -4,630 -5%
TWM
247
Trinity Wealth Management
Pennsylvania
$15.9M 93,339 -905 -1%
MGW
248
MB Generational Wealth
Washington
$15.6M 91,097 +78,192 +606%
SI
249
Stephens Inc
Arkansas
$15.5M 90,694 +4,746 +6%
RHP
250
Royal Harbor Partners
Texas
$15.2M 89,278 +389 +0.4%
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