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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 %
HIP
276
HUB Investment Partners
Texas
$13.2M 77,309 +4,723 +7%
JFG
277
Jefferies Financial Group
New York
$13M 76,204 +1,075 +1%
BBWP
278
Beacon Bridge Wealth Partners
Pennsylvania
$13M 76,097 +10,433 +16%
KDA
279
Kraft Davis & Associates
Missouri
$12.9M 75,958 +2,471 +3%
PPFA
280
Provida Pension Fund Administrator
Chile
$12.8M 75,048 – –
SCA
281
Snowden Capital Advisors
New York
$12.8M 74,907 +25,175 +51%
WQ
282
Wealth Quarterback
New Jersey
$12.7M 74,647 +10,670 +17%
CFC
283
Client First Capital
California
$12.6M 73,680 -970 -1%
Legacy Financial Group (Iowa)
284
Legacy Financial Group (Iowa)
Iowa
$12.5M 73,467 +2,000 +3%
TF
285
Trek Financial
Arizona
$12.2M 71,265 -1,921 -3%
NAM
286
Nissay Asset Management
Japan
$12.2M 71,158 -189,343 -73%
Nuveen Asset Management
287
Nuveen Asset Management
Illinois
$12.1M 70,942 -9,000 -11%
GWAG
288
Garrett Wealth Advisory Group
Texas
$12M 70,210 -1,190 -2%
WA
289
WBH Advisory
Maryland
$11.9M 69,763 +15,555 +29%
CA
290
Claro Advisors
Massachusetts
$11.9M 69,455 +26,131 +60%
KV
291
Kickstand Ventures
New York
$11.8M 68,890 +18,812 +38%
SPC
292
Sigma Planning Corp
Michigan
$11.7M 68,612 -1,741 -2%
WFA
293
Wells Financial Advisors
Massachusetts
$11.7M 68,598 -2,268 -3%
MFA
294
Mayflower Financial Advisors
Massachusetts
$11.7M 68,494 +5,926 +9%
LFS
295
Lutz Financial Services
Nebraska
$11.7M 68,486 -718 -1%
EIA
296
Eldridge Investment Advisors
New Hampshire
$11.5M 67,622 +11,397 +20%
RPCA
297
Running Point Capital Advisors
California
$11.5M 67,563 -1,066 -2%
CAG
298
Csenge Advisory Group
Florida
$11.4M 66,746 -5,413 -8%
CFA
299
Cahill Financial Advisors
Minnesota
$11.4M 66,613 +5,087 +8%
MWA
300
Motive Wealth Advisors
Michigan
$11.3M 66,064 -2,625 -4%
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