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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$7.17M +$459K +2,686 +7%
JE
377
JMAC Enterprises
Pennsylvania
$6.94M +$6.94M +40,630 New
FWP
378
Firethorn Wealth Partners
Georgia
$6.94M +$677K +3,964 +11%
IA
379
IFG Advisory
Georgia
$6.86M +$1.54M +8,999 +29%
Lido Advisors
380
Lido Advisors
California
$6.86M -$540K -3,164 -7%
EFG
381
Ehrlich Financial Group
California
$6.78M +$807K +4,725 +14%
MYIA
382
Mount Yale Investment Advisors
Colorado
$6.78M -$69.2K -405 -1%
HI
383
Harbour Investments
Wisconsin
$6.74M -$89.5K -524 -1%
TVM
384
True Vision MN
Minnesota
$6.74M +$166K +972 +3%
ACM
385
Avalon Capital Management
California
$6.74M +$1.27M +7,463 +23%
RTL
386
Red Tortoise LLC
Georgia
$6.74M -$7.51K -44 -0.1%
MLA
387
My Legacy Advisors
Oregon
$6.7M +$668K +3,910 +11%
AssetMark Inc
388
AssetMark Inc
California
$6.62M +$480K +2,813 +8%
OWMIAS
389
One Wealth Management Investment & Advisory Services
Florida
$6.62M -$8.03K -47 -0.1%
ATS
390
Ashton Thomas Securities
New York
$6.62M +$6.62M +38,161 New
FCP
391
Fidelis Capital Partners
Florida
$6.56M +$592K +3,631 +10%
ELI
392
Empire Life Investments
Ontario, Canada
$6.51M +$205K +1,200 +3%
SPAS
393
Spectrum Planning & Advisory Services
California
$6.46M +$6.46M +37,630 New
IFA
394
Interactive Financial Advisors
Illinois
$6.45M -$3.27M -19,174 -34%
HGA
395
Hobbs Group Advisors
South Carolina
$6.44M +$6.44M +37,727 New
FFG
396
Foundry Financial Group
New Hampshire
$6.37M -$189K -1,105 -3%
CWM
397
Cabot Wealth Management
Massachusetts
$6.36M +$1.38M +8,104 +28%
DAS
398
Diversify Advisory Services
Utah
$6.34M +$2.21M +12,769 +54%
3F
399
360 Financial
Minnesota
$6.34M +$5.67M +33,223 +853%
RSWM
400
Robertson Stephens Wealth Management
California
$6.25M -$611K -3,577 -9%
14 15
16
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