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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,470 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, 444 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,470
Holders Change
+113
Holders Change %
+8.33%
% of All Funds
19.57%
Holding in Top 10
257
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+11.26%
% of All Funds
3.42%
New
204
Increased
637
Reduced
444
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

1
LPL Financial
LPL Financial
California
+$381M
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
+$149M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$103M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$242M
2
BL
Balentine LLC
Georgia
-$118M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$84.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$84.1M
5
3AM
3EDGE Asset Management
Florida
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$3.94M +$39K +219 +1%
AWM
527
Alterna Wealth Management
Texas
$3.93M +$190K +1,067 +5%
AP
528
Adero Partners
California
$3.93M -$351K -1,971 -8%
William Blair & Company
529
William Blair & Company
Illinois
$3.89M +$589K +3,305 +18%
FCFC
530
First Citizens Financial Corp
Iowa
$3.88M +$152K +852 +4%
FSA
531
Financial Services Advisory
Maryland
$3.88M -$464K -2,605 -11%
GWM
532
Geneos Wealth Management
Colorado
$3.83M +$196K +1,101 +5%
VPP
533
Vertex Planning Partners
Illinois
$3.83M -$6.95K -39 -0.2%
BFP
534
Beacon Financial Planning
Massachusetts
$3.82M +$1.11M +6,251 +41%
BFA
535
Brown Financial Advisors
Ohio
$3.82M -$185K -1,040 -5%
TL
536
Tradewinds LLC
North Carolina
$3.8M -$130K -708 -3%
FHC
537
First Heartland Consultants
Missouri
$3.8M +$1.79M +10,041 +89%
PTC
538
Private Trust Company
Ohio
$3.79M -$282K -1,582 -7%
MWM
539
MorganRosel Wealth Management
Colorado
$3.79M -$178K -999 -4%
TFA
540
Tranquilli Financial Advisor
New Jersey
$3.77M -$3.48M -19,545 -48%
WIC
541
Woodmont Investment Counsel
Tennessee
$3.74M -$74.6K -419 -2%
Natixis Advisors
542
Natixis Advisors
Massachusetts
$3.74M +$328K +1,840 +10%
FF
543
Fluent Financial
Texas
$3.72M -$158K -886 -4%
PFS
544
Prospera Financial Services
Texas
$3.7M -$1.24M -6,940 -25%
BFS
545
BridgePort Financial Solutions
Iowa
$3.68M +$3.68M +20,557 New
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$3.67M -$743K -4,171 -17%
BFA
547
Beacon Financial Advisory
Ohio
$3.64M +$224K +1,256 +7%
SWM
548
Silverlake Wealth Management
Vermont
$3.64M +$215K +1,205 +6%
ICP
549
Interchange Capital Partners
Pennsylvania
$3.63M -$76.2K -428 -2%
MWM
550
Mosley Wealth Management
California
$3.61M +$235K +1,284 +7%
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