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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171M
2
Ameriprise
Ameriprise
Minnesota
+$147M
3
HTC
Haverford Trust Company
Pennsylvania
+$135M
4
LPL Financial
LPL Financial
California
+$124M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$124M
2
PA
Parallel Advisors
California
-$54.2M
3
UA
Unison Advisors
District of Columbia
-$41.3M
4
NAM
Nissay Asset Management
Japan
-$32.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
551
William Blair & Company
Illinois
$2.9M +$561K +3,287 +24%
ERWM
552
Elk River Wealth Management
Colorado
$2.87M -$68.8K -403 -2%
CFG
553
Carr Financial Group
Massachusetts
$2.87M -$26.1K -153 -0.9%
RW
554
Regimen Wealth
Georgia
$2.83M -$193K -1,131 -6%
Natixis Advisors
555
Natixis Advisors
Massachusetts
$2.8M +$2.8M +16,412 New
BIG
556
Bush Investment Group
Georgia
$2.8M +$68.3K +400 +3%
OAS
557
Optivise Advisory Services
Tennessee
$2.8M +$2.8M +16,390 New
VWM
558
Venturi Wealth Management
Texas
$2.79M -$172K -1,008 -6%
RFP
559
RCS Financial Planning
Maryland
$2.79M +$382K +2,237 +16%
CA
560
Capital Advantage
California
$2.77M +$952K +5,496 +52%
FDP
561
Financiere des Professionnels
Quebec, Canada
$2.76M +$1.05M +6,100 +61%
MWM
562
Mosley Wealth Management
California
$2.75M +$48.3K +283 +2%
MIM
563
Macroview Investment Management
Maryland
$2.74M +$140K +822 +5%
BWM
564
BlackDiamond Wealth Management
New York
$2.73M +$63.2K +378 +2%
DL
565
DOHJ LLC
Washington
$2.73M +$1.1M +6,449 +68%
TL
566
Tradewinds LLC
North Carolina
$2.71M +$2.71M +15,879 New
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$2.67M +$54.8K +321 +2%
CFD
568
Creative Financial Designs
Indiana
$2.65M +$627K +3,670 +31%
MSWMA
569
Market Street Wealth Management Advisors
Indiana
$2.64M -$31.1K -182 -1%
FCH
570
Freestone Capital Holdings
Washington
$2.62M -$634K -3,713 -19%
JIP
571
Jaffetilchin Investment Partners
Florida
$2.58M -$5.81K -34 -0.2%
WP
572
WealthPLAN Partners
Nebraska
$2.57M +$120K +703 +5%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$2.57M -$65.7K -385 -2%
CRI
574
Commonwealth Retirement Investments
Virginia
$2.56M +$179K +1,047 +8%
MGWM
575
Marks Group Wealth Management
Minnesota
$2.53M +$13.8K +81 +0.5%
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