QUAL icon

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
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
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.17B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.19B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$107M

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 Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Claro Advisors
Massachusetts
$12.2M -$1.46M -8,202 -11%
IAA
302
Independent Advisor Alliance
North Carolina
$12.1M +$11.7M +65,685 +3,209%
WGC
303
Watts Gwilliam & Co
Arizona
$12M -$513K -2,873 -4%
EC
304
EdgeRock Capital
Colorado
$12M +$274K +1,539 +2%
GRP
305
Global Retirement Partners
California
$12M +$1.84M +10,349 +18%
LFS
306
Lutz Financial Services
Nebraska
$12M -$60.9K -342 -0.5%
Creative Planning
307
Creative Planning
Kansas
$11.9M +$159K +894 +1%
MWA
308
Motive Wealth Advisors
Michigan
$11.9M +$124K +696 +1%
SWM
309
Spire Wealth Management
Virginia
$11.9M +$352K +1,978 +3%
WPW
310
Watershed Private Wealth
Illinois
$11.8M +$398K +2,233 +4%
3F
311
360 Financial
Minnesota
$11.7M +$4.4M +24,714 +60%
SL
312
Sentinus LLC
Illinois
$11.7M +$11.5M +64,445 +5,508%
AssetMark Inc
313
AssetMark Inc
California
$11.6M +$3.64M +20,466 +46%
AR
314
Apeiron RIA
Texas
$11.6M +$659K +3,700 +6%
CFO
315
Custos Family Office
Texas
$11.6M +$521K +2,927 +5%
BRWA
316
B. Riley Wealth Advisors
Florida
$11.3M -$10.4M -58,288 -48%
EFL
317
ERn Financial LLC
Wisconsin
$11.2M -$324K -1,821 -3%
MCC
318
Money Concepts Capital
Florida
$11.2M +$2.02M +11,322 +22%
EL
319
EQ LLC
Washington
$11.1M +$686K +3,851 +7%
GIA
320
Gladstone Institutional Advisory
Florida
$11M +$80.3K +451 +0.7%
SL
321
SWMG LLC
Texas
$11M +$923K +5,022 +9%
WTFG
322
Wood Tarver Financial Group
Idaho
$10.9M +$10.9M +61,109 New
RPCA
323
Running Point Capital Advisors
California
$10.8M -$962K -5,404 -8%
CWG
324
Crown Wealth Group
North Carolina
$10.8M +$68K +382 +0.6%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$10.8M +$710K +3,986 +7%
11 12
13
14 15