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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
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 %
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$10.6M -$3.41M -19,134 -24%
GWSA
327
Global Wealth Strategies & Associates
Colorado
$10.6M +$378K +2,123 +4%
WS
328
Wedbush Securities
California
$10.6M +$308K +1,729 +3%
PS
329
Principal Securities
Iowa
$10.6M +$4.51M +25,347 +75%
SWP
330
ShoreHaven Wealth Partners
New Jersey
$10.6M +$69.5K +390 +0.7%
UWPG
331
Ullmann Wealth Partners Group
Florida
$10.5M -$404K -2,270 -4%
GCWM
332
Guided Capital Wealth Management
Texas
$10.4M +$10.4M +58,650 New
TWP
333
Triad Wealth Partners
Kansas
$10.4M +$5.57M +31,302 +115%
FFWA
334
Forthright Family Wealth Advisory
Texas
$10.4M +$322K +1,810 +3%
BHWM
335
Bay Harbor Wealth Management
Maryland
$10.4M +$567K +3,186 +6%
SA
336
Sovran Advisors
California
$10.4M +$10.4M +58,663 New
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$10.3M -$347K -1,946 -3%
SCM
338
SOL Capital Management
Maryland
$10.3M +$1.41M +7,943 +16%
AWA
339
ARQ Wealth Advisors
Arizona
$10.2M -$8.15M -45,746 -44%
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
$10.2M +$238K +1,338 +2%
WP
341
WealthShield Partners
North Carolina
$10.2M -$134K -750 -1%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$10.2M +$8.38M +47,058 +472%
FHA
343
First Horizon Advisors
Tennessee
$10.1M -$678K -3,810 -6%
BEC
344
Blue Edge Capital
Virginia
$10.1M +$295K +1,658 +3%
TF
345
Theory Financial
Colorado
$10.1M +$199K +1,117 +2%
JCM
346
Jacobi Capital Management
Pennsylvania
$10.1M +$310K +1,743 +3%
NW
347
NewEdge Wealth
Pennsylvania
$9.91M -$516K -2,900 -5%
MBT
348
Montecito Bank & Trust
California
$9.88M +$62.3K +350 +0.6%
Citigroup
349
Citigroup
New York
$9.86M +$1.25M +7,010 +14%
Brown Advisory
350
Brown Advisory
Maryland
$9.83M +$73.5K +413 +0.8%
12 13
14
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