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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 %
APA
451
Astoria Portfolio Advisors
New York
$5.63M -$8.33M -47,175 -60%
TAM
452
Titleist Asset Management
Texas
$5.57M +$859K +4,821 +18%
JWCA
453
J.W. Cole Advisors
Florida
$5.53M -$168K -942 -3%
FA
454
FDx Advisors
Illinois
$5.51M -$78.9K -443 -1%
KCM
455
KM Capital Management
Texas
$5.47M +$249K +1,398 +5%
AC
456
Avant Capital
Louisiana
$5.45M +$5.45M +30,628 New
AFG
457
Atomi Financial Group
New York
$5.44M +$1.79M +10,030 +49%
LF
458
Lantz Financial
Illinois
$5.44M +$157K +880 +3%
KWS
459
Keystone Wealth Services
California
$5.42M +$1.36M +7,625 +33%
AG
460
AlTi Global
New York
$5.4M – – –
KAS
461
KPP Advisory Services
Kentucky
$5.35M +$215K +1,210 +4%
WIA
462
World Investment Advisors
California
$5.34M +$397K +2,230 +8%
FFA
463
First Foundation Advisors
California
$5.34M +$5.34M +29,959 New
MSA
464
Marino Stram & Associates
Massachusetts
$5.3M +$436K +2,449 +9%
GLA
465
Good Life Advisors
Pennsylvania
$5.3M -$12M -67,541 -69%
AC
466
Avestar Capital
New York
$5.29M -$6.59K -37 -0.1%
ISFAN
467
Investor's Fiduciary Advisor Network
Washington
$5.29M +$5.29M +29,694 New
TPWA
468
Twin Peaks Wealth Advisors
California
$5.26M +$659K +3,700 +14%
EFG
469
Ethos Financial Group
Pennsylvania
$5.25M -$945K -5,305 -15%
CAAM
470
Cornerstone Advisors Asset Management
Pennsylvania
$5.22M +$96.2K +540 +2%
AIA
471
Arrow Investment Advisors
Maryland
$5.2M – – –
SFG
472
Shum Financial Group
California
$5.2M +$28.5K +160 +0.6%
ONB
473
Old National Bancorp
Indiana
$5.18M -$612K -3,434 -11%
LGW
474
Leslie Global Wealth
Illinois
$5.17M +$5.17M +29,025 New
SAG
475
SageView Advisory Group
California
$5.16M +$182K +1,021 +4%
17 18
19
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