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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
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.17B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.19B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$107M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
426
Fortis Group Advisors
New Jersey
$6.41M +$228K +1,283 +4%
LIM
427
Leavell Investment Management
Alabama
$6.38M +$365K +2,048 +6%
BBA
428
Braun-Bostich & Associates
Pennsylvania
$6.38M -$40.2K -226 -0.6%
SVWG
429
Shared Vision Wealth Group
United States
$6.37M +$31.7K +178 +0.5%
GWP
430
Gen-Wealth Partners
Michigan
$6.31M +$234K +1,314 +4%
MWS
431
Maxwell Wealth Strategies
California
$6.28M +$526K +2,953 +9%
GWANC
432
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.27M +$6.27M +35,218 +440,225%
MA
433
MONECO Advisors
Connecticut
$6.22M +$1.06M +5,962 +21%
LWA
434
Lifelong Wealth Advisors
Minnesota
$6.21M +$6.21M +34,899 New
MCM
435
MAI Capital Management
Ohio
$6.19M +$131K +735 +2%
CCA
436
Cora Capital Advisors
New Jersey
$6.18M -$30.6K -172 -0.5%
WFS
437
WealthGarden F.S.
California
$6.14M +$1.1M +6,160 +22%
AL
438
ADE LLC
Maryland
$6.05M +$514K +2,887 +9%
BWMG
439
Barnes Wealth Management Group
California
$5.96M +$5.96M +33,495 New
C1AG
440
Client 1st Advisory Group
Florida
$5.87M +$678K +3,809 +13%
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$5.79M +$591K +3,320 +11%
MYIA
442
Mount Yale Investment Advisors
Colorado
$5.78M -$875K -4,915 -13%
DAS
443
Diversify Advisory Services
Utah
$5.78M +$368K +2,085 +7%
VIM
444
Vista Investment Management
Pennsylvania
$5.77M +$14.4K +81 +0.3%
Citadel Advisors
445
Citadel Advisors
Florida
$5.77M +$2.47M +13,860 +75%
CFS
446
Commonwealth Financial Services
West Virginia
$5.76M +$624K +3,504 +12%
AWE
447
Avidian Wealth Enterprises
Texas
$5.75M +$113K +632 +2%
VCP
448
Verus Capital Partners
Arizona
$5.67M -$1.23M -6,915 -18%
RFA
449
Rollins Financial Advisors
New York
$5.67M +$165K +926 +3%
PLU
450
Performa Ltd (US)
South Carolina
$5.66M +$23.3K +131 +0.4%
16 17
18
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