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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 %
TVAMP
351
Tennessee Valley Asset Management Partners
Tennessee
$8.36M +$411K +2,409 +5%
MCA
352
Magnolia Capital Advisors
Mississippi
$8.33M +$159K +932 +2%
GLA
353
Good Life Advisors
Pennsylvania
$8.25M +$22.5K +132 +0.3%
OP
354
ORG Partners
Indiana
$8.21M +$8.21M +48,180 New
LCC
355
Lincoln Capital Corp
Rhode Island
$8.1M -$2.54M -14,900 -24%
WS
356
Wedbush Securities
California
$8.06M +$813K +4,760 +11%
GP
357
Geneva Partners
Wisconsin
$8.03M -$152K -892 -2%
YWM
358
Yoder Wealth Management
California
$8.01M -$223K -1,309 -3%
ASN
359
Advisory Services Network
Georgia
$7.98M +$462K +2,707 +6%
HC
360
Hoese & Co
Minnesota
$7.9M +$407K +2,456 +5%
NCM
361
Northwest Capital Management
Oregon
$7.89M +$5.62M +32,932 +248%
NFC
362
Northeast Financial Consultants
Connecticut
$7.85M +$264K +1,548 +3%
MA
363
Mutual Advisors
Nebraska
$7.83M -$7.92M -46,779 -50%
MAG
364
MRA Advisory Group
New Jersey
$7.7M -$685K -4,009 -8%
EE
365
EWG Elevate
California
$7.7M -$135K -788 -2%
BFG
366
Beacon Financial Group
Texas
$7.67M +$1.64M +9,625 +27%
SWM
367
SigFig Wealth Management
California
$7.65M +$135K +790 +2%
TF
368
Theory Financial
Colorado
$7.64M +$1.6M +9,396 +27%
EL
369
EQ LLC
Washington
$7.6M +$431K +2,526 +6%
AAIM
370
Asset Advisors Investment Management
Georgia
$7.58M +$7.58M +44,365 New
AA
371
Axiom Advisory
California
$7.53M +$7.53M +45,831 New
GA
372
GSG Advisors
New Jersey
$7.5M +$213K +1,248 +3%
FLA
373
Financial Life Advisors
Texas
$7.46M +$715K +4,187 +11%
SCM
374
SOL Capital Management
Maryland
$7.43M +$377K +2,207 +5%
IAA
375
Ironsides Asset Advisors
North Carolina
$7.19M +$3.1M +18,160 +76%
13 14
15
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