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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.19B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M

Top Sellers

1
HI
Horizon Investments
North Carolina
$196M
2
BL
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$239M
5
3AM
3EDGE Asset Management
Florida
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KG
276
Kilter Group
New York
$13.7M +$13.7M +76,857 New
MP
277
Moment Partners
California
$13.6M +$13.6M +76,177 New
CFSG
278
Community Financial Services Group
Vermont
$13.5M +$13.5M +75,929 New
IA
279
IFG Advisory
Georgia
$13.5M +$3.45M +19,401 +34%
SWM
280
Scissortail Wealth Management
Oklahoma
$13.4M +$13.2M +74,290 +8,823%
BL
281
Balentine LLC
Georgia
$13.4M -$118M -660,798 -90%
PIA
282
Perennial Investment Advisors
California
$13.3M +$10.8M +60,864 +433%
FPGK
283
Financial Partners Group (Kansas)
Kansas
$13.3M +$9.29M +52,179 +230%
HIP
284
HUB Investment Partners
Texas
$13.2M -$1.29M -7,252 -9%
SRC
285
Shufro Rose & Co
New York
$13.2M +$1.76M +9,902 +15%
SPC
286
Sigma Planning Corp
Michigan
$13.1M +$574K +3,222 +5%
WA
287
Waverly Advisors
Alabama
$13.1M +$2.44M +13,728 +23%
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$13M +$64.3K +360 +0.5%
CIAS
289
Capital Investment Advisory Services
North Carolina
$13M -$155K -873 -1%
WA
290
WBH Advisory
Maryland
$12.9M +$850K +4,775 +7%
FFS
291
Founders Financial Securities
Maryland
$12.6M -$3.7M -20,805 -23%
5W
292
5T Wealth
California
$12.6M +$12.6M +70,858 New
CAG
293
Csenge Advisory Group
Florida
$12.6M -$29.4K -165 -0.2%
IA
294
IFP Advisors
Florida
$12.6M +$537K +3,016 +4%
Goldman Sachs
295
Goldman Sachs
New York
$12.5M +$2.66M +14,920 +27%
KV
296
Kickstand Ventures
New York
$12.4M +$77.5K +435 +0.6%
MW
297
Maia Wealth
Colorado
$12.3M +$760K +4,163 +7%
GWAG
298
Garrett Wealth Advisory Group
Texas
$12.3M -$364K -2,046 -3%
Nuveen Asset Management
299
Nuveen Asset Management
Illinois
$12.3M -$317K -1,780 -3%
WWA
300
WCG Wealth Advisors
Nevada
$12.3M +$533K +2,994 +5%
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