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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
5
Morgan Stanley
New York
$1.49B

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 Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
326
Brown Advisory
Maryland
$9.66M +$1.08M +6,339 +13%
WP
327
WealthShield Partners
North Carolina
$9.64M +$127K +744 +1%
FHA
328
First Horizon Advisors
Tennessee
$9.6M +$909K +5,325 +10%
Jones Financial Companies
329
Jones Financial Companies
Missouri
$9.53M +$8.15M +47,730 +589%
BEC
330
Blue Edge Capital
Virginia
$9.48M -$427K -2,502 -4%
GWSA
331
Global Wealth Strategies & Associates
Colorado
$9.44M +$202K +1,184 +2%
SAG
332
SageView Advisory Group
California
$9.4M -$4.53M -26,527 -33%
FAM
333
Family Asset Management
South Carolina
$9.33M +$765K +4,482 +9%
AIA
334
Alternative Investment Advisors
Florida
$9.31M +$156K +912 +2%
CIA
335
Concurrent Investment Advisors
Florida
$9.27M +$1.1M +6,458 +14%
BHWM
336
Bay Harbor Wealth Management
Maryland
$9.26M +$147K +860 +2%
WWA
337
WCG Wealth Advisors
Nevada
$9.26M -$381K -2,230 -4%
SL
338
SWMG LLC
Texas
$9.17M +$48.7K +285 +0.5%
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$9.16M -$1.09M -6,418 -11%
MBT
340
Montecito Bank & Trust
California
$9.15M -$375K -2,195 -4%
FAM
341
Forte Asset Management
New York
$9.09M +$55.3K +324 +0.6%
MIH
342
Meitav Investment House
Israel
$9.02M +$3.48M +20,324 +63%
CG
343
Cynosure Group
Utah
$9.01M -$10.1K -59 -0.1%
SW
344
StrongBox Wealth
Missouri
$8.86M +$2.23M +13,070 +34%
MOS
345
MGO One Seven
Ohio
$8.86M +$343K +2,010 +4%
AAS
346
Annex Advisory Services
Wisconsin
$8.76M -$115K -674 -1%
GRP
347
Global Retirement Partners
California
$8.74M +$1.2M +7,012 +16%
SF
348
Symphony Financial
Texas
$8.73M +$1.59M +9,306 +22%
PPWP
349
Premier Path Wealth Partners
New Jersey
$8.46M +$306K +1,791 +4%
SW
350
Simplicity Wealth
New Jersey
$8.44M +$301K +1,764 +4%
12 13
14
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