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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
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
Ameriprise
Minnesota
$821M
3
HTC
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
LPL Financial
California
$2.35B
5
Morgan Stanley
Morgan Stanley
New York
$1.49B

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
Parallel Advisors
California
$37.7M
3
UA
Unison Advisors
District of Columbia
$39.1M
4
NAM
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
426
Avestar Capital
New York
$5.37M -$1.38M -8,102 -20%
JWCA
427
J.W. Cole Advisors
Florida
$5.33M -$293K -1,716 -5%
First Trust Advisors
428
First Trust Advisors
Illinois
$5.22M +$916K +5,363 +21%
AIA
429
Arrow Investment Advisors
Maryland
$5.2M -$367K -2,150 -7%
AG
430
AlTi Global
New York
$5.17M +$162K +947 +3%
RFA
431
Rollins Financial Advisors
New York
$5.15M +$702K +4,109 +16%
JCM
432
Jacobi Capital Management
Pennsylvania
$5.08M +$4.18M +24,487 +465%
MWS
433
Maxwell Wealth Strategies
California
$5.08M +$8.03K +47 +0.2%
FRA
434
FFG Retirement Advisors
Colorado
$5.07M +$98.2K +575 +2%
WWG
435
West Wealth Group
California
$5.02M -$566K -3,313 -10%
AL
436
ADE LLC
Maryland
$5.02M +$5.02M +29,414 New
BS
437
Banco Santander
Spain
$5M -$226K -1,325 -4%
TC
438
Tacita Capital
Ontario, Canada
$5M -$1.02M -5,949 -17%
Northern Trust
439
Northern Trust
Illinois
$4.96M -$287K -1,683 -5%
Citigroup
440
Citigroup
New York
$4.94M -$4.47M -26,202 -48%
MA
441
MONECO Advisors
Connecticut
$4.92M -$40.5K -237 -0.8%
KCM
442
KM Capital Management
Texas
$4.86M -$101K -592 -2%
LF
443
Lantz Financial
Illinois
$4.85M +$271K +1,589 +6%
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
$4.83M +$2.25M +13,180 +87%
PPWM
445
PFG Private Wealth Management
Florida
$4.8M +$114K +667 +2%
FPW
446
Flagship Private Wealth
Massachusetts
$4.8M +$307K +1,795 +7%
AWM
447
Aries Wealth Management
Maine
$4.77M +$479K +2,806 +11%
QPWM
448
Quadrant Private Wealth Management
Pennsylvania
$4.75M +$919K +5,381 +24%
RJT
449
Raymond James Trust
Florida
$4.69M -$119K -699 -2%
VWWMG
450
Vermillion & White Wealth Management Group
Pennsylvania
$4.68M -$1.22M -7,169 -21%
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