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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 %
BIM
451
Bridges Investment Management
Nebraska
$4.67M +$4.35M +25,482 +1,348%
MWM
452
Maripau Wealth Management
Indiana
$4.67M -$67.1K -393 -1%
WFAG
453
Worth Financial Advisory Group
North Carolina
$4.65M +$42K +246 +0.9%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$4.63M -$199K -1,167 -4%
OCM
455
One Capital Management
California
$4.55M -$22.5K -132 -0.5%
FEG
456
Financial Enhancement Group
Indiana
$4.53M -$3.17M -18,655 -41%
WFS
457
WealthGarden F.S.
California
$4.53M +$4.53M +26,517 New
AC
458
Annandale Capital
Texas
$4.53M +$62K +363 +1%
HPM
459
Hoxton Planning & Management
West Virginia
$4.5M -$14.5K -85 -0.3%
WWM
460
Western Wealth Management
Colorado
$4.48M -$339K -1,984 -7%
OFS
461
OneAscent Financial Services
Alabama
$4.45M +$4.22M +24,712 +1,836%
USCWA
462
U.S. Capital Wealth Advisors
Texas
$4.44M +$279K +1,632 +7%
FGA
463
Fortis Group Advisors
New Jersey
$4.43M +$3.55M +20,777 +404%
WIA
464
World Investment Advisors
California
$4.39M +$4.39M +25,693 New
DWT
465
Dorsey & Whitney Trust
South Dakota
$4.34M +$184K +1,078 +4%
PFS
466
Prospera Financial Services
Texas
$4.32M -$2.13M -12,496 -33%
ACM
467
Absolute Capital Management
Pennsylvania
$4.31M +$2.36M +13,814 +121%
TWA
468
TCI Wealth Advisors
Arizona
$4.29M -$112K -655 -3%
CGA
469
Crescent Grove Advisors
Illinois
$4.29M +$125K +730 +3%
AP
470
Adero Partners
California
$4.26M -$70K -410 -2%
O3W
471
Omni 360 Wealth
New Jersey
$4.22M +$140K +822 +3%
FSA
472
Financial Services Advisory
Maryland
$4.22M -$2.39M -14,025 -36%
BCG
473
Breakwater Capital Group
New Jersey
$4.21M +$22.2K +130 +0.5%
CPIG
474
Chicago Partners Investment Group
Illinois
$4.17M +$45.9K +272 +1%
SIM
475
SSI Investment Management
California
$4.17M +$4.17M +24,420 New
17 18
19
20 21