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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,468 hedge funds and large institutions have $43.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 637 increasing their positions, 442 reducing their positions, and 66 closing their positions.

Holders
1,468
Holders Change
+111
Holders Change %
+8.18%
% of All Funds
19.55%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
3.41%
New
204
Increased
637
Reduced
442
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
226
Strategic Point Investment Advisors
Rhode Island
$18.3M 103,031 -1,033 -1%
PA
227
PFG Advisors
Arizona
$18.3M 102,691 +3,189 +3%
KFSC
228
Keystone Financial Services (Colorado)
Colorado
$18.1M 101,512 +1,496 +1%
JFG
229
Jefferies Financial Group
New York
$17.9M 100,541 +19,586 +24%
CFA
230
Cahill Financial Advisors
Minnesota
$17.9M 100,406 +4,274 +4%
P
231
&Partners
Tennessee
$17.7M 98,800 +19,802 +25%
CCWA
232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.7M 99,490 -1,306 -1%
TFA
233
Tobias Financial Advisors
Florida
$17.7M 99,233 +1,182 +1%
CF
234
Centaurus Financial
California
$17.5M 98,301 +3,648 +4%
WA
235
Wealth Alliance
New York
$17.4M 97,923 +2,097 +2%
SXL
236
Summit X LLC
Missouri
$17.4M 97,899 +1,247 +1%
IDA
237
Intelligence Driven Advisers
California
$17.4M 97,525 -54,065 -36%
CFFP
238
Center for Financial Planning
Michigan
$17.3M 96,952 -1,370 -1%
EE
239
EWG Elevate
California
$17.2M 96,753 +53,269 +123%
PAWA
240
Palo Alto Wealth Advisors
California
$17.2M 96,732 +4,560 +5%
RBA
241
Richard Bernstein Advisors
New York
$17.2M 96,553 -1,833 -2%
TWM
242
Trinity Wealth Management
Pennsylvania
$17.1M 95,983 +1,018 +1%
RIA
243
Regal Investment Advisors
Michigan
$17M 95,256 +1,251 +1%
FAIM
244
Financial Advocates Investment Management
Washington
$16.6M 93,461 -2,275 -2%
TC
245
TownSquare Capital
Utah
$16.6M 93,400 -48,565 -34%
RCG
246
Regatta Capital Group
California
$16.3M 91,288 +1,946 +2%
PFG
247
PAX Financial Group
Texas
$16.3M 91,287 +6,583 +8%
WANY
248
Wealthspire Advisors (New York)
New York
$16.2M 91,247 -10,495 -10%
GHA
249
GW Henssler & Associates
Georgia
$16.2M 90,398 -213 -0.2%
MGW
250
MB Generational Wealth
Washington
$16.1M 90,403 -548 -0.6%
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