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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 %
AG
251
Ascent Group
Virginia
$15.8M 88,446 +926 +1%
AC
252
ASB Consultores
Florida
$15.6M 87,501 – –
FFN
253
Focus Financial Network
Minnesota
$15.5M 87,289 -5,831 -6%
KDA
254
Kraft Davis & Associates
Missouri
$15.5M 84,646 +6,426 +8%
IA
255
Integrity Alliance
Iowa
$15.5M 87,244 +87,244 New
OAP
256
One Advisory Partners
Kansas
$15.3M 86,034 -621 -0.7%
CW
257
Cook Wealth
North Carolina
$15.1M 82,062 +1,875 +2%
MCA
258
Midwest Capital Advisors
Michigan
$15.1M 84,894 +84,894 New
EPA
259
Element Pointe Advisors
Florida
$14.9M 83,921 +163 +0.2%
BBWP
260
Beacon Bridge Wealth Partners
Pennsylvania
$14.8M 82,920 -5,310 -6%
TWM
261
TSA Wealth Management
Texas
$14.7M 82,684 +453 +0.6%
YCG
262
Yeomans Consulting Group
Georgia
$14.7M 82,483 -18,372 -18%
MFA
263
Mayflower Financial Advisors
Massachusetts
$14.7M 82,468 +7,624 +10%
WC
264
Waterloo Capital
Texas
$14.6M 81,740 -19,969 -20%
HSBC Holdings
265
HSBC Holdings
United Kingdom
$14.5M 81,321 -455 -0.6%
BWM
266
BCGM Wealth Management
Indiana
$14.5M 81,155 +3,288 +4%
NYLIM
267
New York Life Investment Management
New York
$14.3M 80,357 +15,861 +25%
IB
268
Intrust Bank
Kansas
$14.3M 80,206 -594 -0.7%
CFC
269
Client First Capital
California
$14.2M 79,696 +6,139 +8%
Legacy Financial Group (Iowa)
270
Legacy Financial Group (Iowa)
Iowa
$14.2M 79,639 +2,927 +4%
RA
271
RFG Advisory
Alabama
$14.1M 79,223 -2,791 -3%
SCA
272
Snowden Capital Advisors
New York
$14M 78,816 -6,117 -7%
WQ
273
Wealth Quarterback
New Jersey
$14M 78,699 +15,136 +24%
TF
274
Trek Financial
Arizona
$13.7M 77,003 +5,141 +7%
BIA
275
Bell Investment Advisors
California
$13.7M 76,939 -1,074 -1%
9 10
11
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