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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 %
FAM
351
Forte Asset Management
New York
$9.81M -$149K -835 -1%
GA
352
GSG Advisors
New Jersey
$9.8M +$1.02M +5,719 +12%
CIA
353
Concurrent Investment Advisors
Florida
$9.79M -$39.5K -222 -0.4%
CG
354
Caprock Group
Idaho
$9.76M -$659K -3,700 -6%
SCM
355
Stonehearth Capital Management
Massachusetts
$9.69M -$44.7K -251 -0.5%
BFG
356
Beacon Financial Group
Texas
$9.66M +$579K +3,251 +6%
FPW
357
Flagship Private Wealth
Massachusetts
$9.66M +$2.08M +11,685 +27%
SW
358
StrongBox Wealth
Missouri
$9.58M -$105K -591 -1%
MIH
359
Meitav Investment House
Israel
$9.57M +$238K +1,336 +3%
PPWP
360
Premier Path Wealth Partners
New Jersey
$9.55M +$233K +1,308 +3%
SAS
361
Sage Advisory Services
Texas
$9.43M -$22M -123,679 -70%
SF
362
Symphony Financial
Texas
$8.98M -$464K -2,546 -5%
AWA
363
Adapt Wealth Advisors
Georgia
$8.97M +$3.41M +19,152 +61%
GP
364
Geneva Partners
Wisconsin
$8.94M +$306K +1,721 +4%
DWT
365
Dorsey & Whitney Trust
South Dakota
$8.89M +$3.74M +21,003 +73%
AAIM
366
Asset Advisors Investment Management
Georgia
$8.88M +$360K +2,021 +4%
KIM
367
Karpus Investment Management
New York
$8.78M -$11.2M -63,082 -56%
JE
368
JMAC Enterprises
Pennsylvania
$8.62M +$641K +3,597 +8%
BRWM
369
Blue Rock Wealth Management
North Carolina
$8.57M +$8.57M +48,138 New
CG
370
Cynosure Group
Utah
$8.49M -$306K -1,717 -3%
LCC
371
Lincoln Capital Corp
Rhode Island
$8.47M -$143K -801 -2%
SWM
372
SigFig Wealth Management
California
$8.44M +$257K +1,437 +3%
Bank Julius Baer & Co
373
Bank Julius Baer & Co
Switzerland
$8.44M -$4.92M -27,119 -37%
TVAMP
374
Tennessee Valley Asset Management Partners
Tennessee
$8.4M -$460K -2,582 -5%
NFC
375
Northeast Financial Consultants
Connecticut
$8.39M +$207K +1,160 +3%
13 14
15
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