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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 %
CF
251
Centaurus Financial
California
$15M 87,908 +1,479 +2%
PAWA
252
Palo Alto Wealth Advisors
California
$15M 87,567 +2,954 +3%
AC
253
ASB Consultores
Florida
$14.9M 87,501 -15,871 -15%
EB
254
Eastern Bank
Massachusetts
$14.8M 86,626 +23 +0%
OAP
255
One Advisory Partners
Kansas
$14.8M 86,431 +2,802 +3%
CA
256
CGN Advisors
Kansas
$14.6M 85,253 +4,116 +5%
MCC
257
Money Concepts Capital
Florida
$14.5M 85,155 +14,679 +21%
KNFPWM
258
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.5M 84,868 +21,003 +33%
GHA
259
GW Henssler & Associates
Georgia
$14.5M 84,755 +3,095 +4%
AG
260
Ascent Group
Virginia
$14.5M 84,739 -10,098 -11%
FAIM
261
Financial Advocates Investment Management
Washington
$14.3M 83,701 +10,190 +14%
Bank Julius Baer & Co
262
Bank Julius Baer & Co
Switzerland
$14.3M 79,567 -10,494 -12%
RCG
263
Regatta Capital Group
California
$14.2M 83,185 +6,457 +8%
CW
264
Cook Wealth
North Carolina
$14.2M 84,844 -6,078 -7%
TWM
265
TSA Wealth Management
Texas
$14.1M 82,429 -10,171 -11%
CIAS
266
Capital Investment Advisory Services
North Carolina
$14.1M 82,291 +477 +0.6%
T
267
TNF
Montana
$13.9M 82,298 +25,730 +45%
RIA
268
Regal Investment Advisors
Michigan
$13.8M 81,003 +7,054 +10%
PFG
269
PAX Financial Group
Texas
$13.8M 80,982 +1,342 +2%
IB
270
Intrust Bank
Kansas
$13.7M 80,262 -725 -0.9%
BIA
271
Bell Investment Advisors
California
$13.6M 79,527 -2,659 -3%
RA
272
RFG Advisory
Alabama
$13.6M 79,462 +10,778 +16%
EPA
273
Element Pointe Advisors
Florida
$13.5M 79,010 -2,784 -3%
AM
274
AGF Management
Ontario, Canada
$13.3M 77,889 +21,774 +39%
BWM
275
BCGM Wealth Management
Indiana
$13.3M 77,877 +1,921 +3%
9 10
11
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