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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 %
HI
401
Harbour Investments
Wisconsin
$7.28M +$151K +850 +2%
Lido Advisors
402
Lido Advisors
California
$7.27M -$65.2K -366 -0.9%
AC
403
Allstate Corporation
Illinois
$7.19M +$1.25M +7,038 +21%
FAM
404
Formidable Asset Management
Ohio
$7.18M +$972K +5,457 +16%
PWM
405
PMG Wealth Management
Illinois
$7.15M +$7.15M +40,158 New
NCM
406
Northwest Capital Management
Oregon
$7.1M -$657K -3,690 -8%
CAL
407
Capital Analysts LLC
Pennsylvania
$7.09M +$586K +3,290 +9%
RTL
408
Red Tortoise LLC
Georgia
$7.06M +$18.5K +104 +0.3%
RWP
409
Ridgeline Wealth Planning
Ohio
$7.02M +$7.02M +39,432 New
ACM
410
Avalon Capital Management
California
$6.95M -$116K -651 -2%
IFA
411
Interactive Financial Advisors
Illinois
$6.94M +$136K +763 +2%
CWM
412
Centurion Wealth Management
Virginia
$6.85M +$100K +563 +1%
CWM
413
Certus Wealth Management
California
$6.84M +$91.4K +496 +1%
CWM
414
Cabot Wealth Management
Massachusetts
$6.82M -$94.4K -530 -1%
FWP
415
Firethorn Wealth Partners
Georgia
$6.81M -$190K -1,065 -3%
FFG
416
Foundry Financial Group
New Hampshire
$6.71M +$42.6K +239 +0.6%
FCP
417
Fidelis Capital Partners
Florida
$6.66M -$685K -3,754 -9%
HCM
418
Highview Capital Management
Illinois
$6.59M +$308K +1,731 +5%
BAM
419
BOS Asset Management
Illinois
$6.57M +$184K +1,031 +3%
VA
420
Vident Advisory
Georgia
$6.55M -$442K -2,483 -6%
CA
421
CoreCap Advisors
Michigan
$6.53M -$566K -3,176 -8%
PSCM
422
Per Stirling Capital Management
Texas
$6.5M +$111K +622 +2%
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$6.49M +$622K +3,491 +11%
OWCM
424
One Wealth Capital Management
Arizona
$6.42M +$6.42M +36,049 New
RSWM
425
Robertson Stephens Wealth Management
California
$6.41M -$88.7K -498 -1%
15 16
17
18 19