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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.

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
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

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 Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$320M 1,799,604 +55,223 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$308M 1,728,883 +22,240 +1%
Stifel Financial
28
Stifel Financial
Missouri
$288M 1,614,964 +117,294 +8%
CWM
29
Connecticut Wealth Management
Connecticut
$285M 1,600,480 +26,634 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$262M 1,471,387 +46,482 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$251M 1,410,709 +54,902 +4%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$249M 1,401 -57 -4%
HTC
33
Haverford Trust Company
Pennsylvania
$246M 1,382,484 +87,118 +7%
MWM
34
Merriman Wealth Management
Washington
$243M 1,363,748 -25,199 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$240M 1,488,317 +191,434 +15%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$239M 1,341,256 -472,053 -26%
OWM
37
Orgel Wealth Management
Wisconsin
$228M 1,282,828 +46,036 +4%
WBG
38
Wharton Business Group
Pennsylvania
$223M 1,254,494 -12,974 -1%
MMA
39
Miracle Mile Advisors
California
$218M 1,223,880 -21,072 -2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$204M 1,147,164 -209,539 -15%
HI
41
Horizon Investments
North Carolina
$196M 1,100,702 -1,358,745 -55%
OIA
42
OneDigital Investment Advisors
Kansas
$186M 1,046,851 -30,604 -3%
EWM
43
Empirical Wealth Management
Washington
$171M 958,349 +116,187 +14%
NA
44
NewEdge Advisors
Louisiana
$170M 957,359 +210,633 +28%
SCM
45
SCS Capital Management
Massachusetts
$165M 926,103 -29,889 -3%
SA
46
Sanctuary Advisors
Indiana
$145M 783,589 +4,130 +0.5%
SFG
47
SNS Financial Group
Minnesota
$133M 744,106 +27,788 +4%
FIA
48
Foundations Investment Advisors
Arizona
$123M 692,942 +32,573 +5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$120M 674,046 -107,287 -14%
FG
50
Foster Group
Iowa
$117M 657,271 +14,615 +2%
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