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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 %
PPWM
476
PFG Private Wealth Management
Florida
$5.08M +$8.19K +46 +0.2%
KFGK
477
Keystone Financial Group (Kentucky)
Kentucky
$5.08M +$2.74M +15,374 +117%
WWM
478
Western Wealth Management
Colorado
$5.07M -$3.4M -19,087 -40%
AWM
479
Aries Wealth Management
Maine
$5.07M -$39.9K -224 -0.8%
WWG
480
West Wealth Group
California
$5.06M +$89.4K +502 +2%
FRA
481
FFG Retirement Advisors
Colorado
$5.04M -$107K -601 -2%
WF
482
Warner Financial
Maryland
$4.96M +$719K +4,038 +17%
SQA
483
Simon Quick Advisors
New Jersey
$4.95M – – –
CA
484
Capital Advantage
California
$4.93M +$554K +3,110 +13%
GM
485
GeoWealth Management
Illinois
$4.88M -$151K -846 -3%
SG
486
Stanich Group
New York
$4.88M +$4.88M +27,397 New
AWM
487
Axxcess Wealth Management
California
$4.88M +$2.13M +11,979 +78%
PIA
488
Panoramic Investment Advisors
Colorado
$4.84M +$365K +2,050 +8%
TSWM
489
Tyler-Stone Wealth Management
Ohio
$4.81M -$51.8K -291 -1%
FEG
490
Financial Enhancement Group
Indiana
$4.75M +$2.88M +16,295 +154%
RW
491
Ridgeline Wealth
Arizona
$4.74M +$4.74M +26,634 New
BIM
492
Bridges Investment Management
Nebraska
$4.71M -$4.27K -24 -0.1%
PCIG
493
Partners Capital Investment Group
Massachusetts
$4.7M -$6.45M -36,230 -58%
EWA
494
EP Wealth Advisors
California
$4.68M +$2.07M +11,612 +79%
WFAG
495
Worth Financial Advisory Group
North Carolina
$4.68M -$142K -799 -3%
TC
496
Tacita Capital
Ontario, Canada
$4.55M -$581K -3,264 -11%
SIM
497
SSI Investment Management
California
$4.52M +$170K +953 +4%
AC
498
Annandale Capital
Texas
$4.52M -$1.07K -6 -0%
MLA
499
My Legacy Advisors
Oregon
$4.49M +$42.9K +239 +1%
O3W
500
Omni 360 Wealth
New Jersey
$4.44M -$31K -174 -0.7%
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