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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 %
CGA
501
Crescent Grove Advisors
Illinois
$4.37M +$890 +5 +0%
FCM
502
Fortis Capital Management
Washington
$4.36M +$13K +73 +0.3%
AF
503
Apollon Financial
South Carolina
$4.33M +$607K +3,410 +16%
GSWM
504
Golden State Wealth Management
California
$4.33M +$4.33M +24,295 New
ELI
505
Empire Life Investments
Ontario, Canada
$4.32M -$1.89M -10,600 -30%
FIM
506
Freedom Investment Management
Connecticut
$4.29M +$987K +5,543 +30%
DWA
507
Delos Wealth Advisors
Texas
$4.26M +$192K +1,080 +5%
SW
508
Signify Wealth
Missouri
$4.25M +$300K +1,684 +8%
CC
509
Copperleaf Capital
North Carolina
$4.25M +$208K +1,167 +5%
TA
510
TruWealth Advisors
Louisiana
$4.25M +$183K +1,027 +4%
TWA
511
TCI Wealth Advisors
Arizona
$4.2M -$94.9K -533 -2%
CAWM
512
Capital A Wealth Management
Pennsylvania
$4.18M +$4.18M +23,491 New
NL
513
NWAM LLC
Washington
$4.15M +$912K +5,119 +28%
EPW
514
Endeavor Private Wealth
Kansas
$4.14M +$4.14M +23,234 New
GWP
515
Gateway Wealth Partners
Wisconsin
$4.13M +$220K +1,237 +6%
MFG
516
Magnus Financial Group
New York
$4.1M +$776K +4,356 +23%
BS
517
Banco Santander
Spain
$4.08M -$940K -5,276 -19%
BCG
518
Breakwater Capital Group
New Jersey
$4.08M -$168K -944 -4%
SAW
519
Signal Advisors Wealth
Michigan
$4.07M -$1.51M -8,503 -27%
CIA
520
Capital Investment Advisors
Georgia
$4.06M +$1.93M +10,861 +91%
CWM
521
Cornerstone Wealth Management
Missouri
$4.02M +$122K +684 +3%
PWM
522
Pacific Wealth Management
California
$4.01M -$8.9K -50 -0.2%
MFA
523
Millington Financial Advisors
Illinois
$3.96M +$41.6K +228 +1%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$3.94M +$39K +219 +1%
AWM
525
Alterna Wealth Management
Texas
$3.93M +$190K +1,067 +5%
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