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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 %
BFC
551
Bedel Financial Consulting
Indiana
$3.6M +$64.4K +350 +2%
PCA
552
Peddock Capital Advisors
Massachusetts
$3.58M +$143K +801 +4%
RSWA
553
Robinson Smith Wealth Advisors
Maine
$3.57M +$30.5K +171 +0.9%
RFP
554
RCS Financial Planning
Maryland
$3.57M +$573K +3,218 +19%
VT
555
Vise Technologies
New York
$3.55M +$3.03M +17,031 +582%
QC
556
Quent Capital
New York
$3.55M -$102K -574 -3%
IFWM
557
Institute for Wealth Management
Colorado
$3.54M -$301K -1,691 -8%
FF
558
Farrell Financial
New York
$3.48M +$13.4K +75 +0.4%
MG
559
Mather Group
Illinois
$3.47M +$32.9K +185 +1%
PFT
560
Providence First Trust
Arizona
$3.45M +$49.9K +280 +1%
Russell Investments Group
561
Russell Investments Group
United Kingdom
$3.41M +$56.1K +315 +2%
FHA
562
Flagship Harbor Advisors
Massachusetts
$3.41M +$222K +1,244 +7%
BW
563
Bison Wealth
Georgia
$3.39M +$602K +3,383 +22%
SF
564
Summit Financial
New Jersey
$3.38M +$2.33M +13,074 +222%
Principal Financial Group
565
Principal Financial Group
Iowa
$3.36M +$1.6M +9,001 +91%
1L
566
10Elms LLP
Oklahoma
$3.32M +$3.32M +18,617 New
CAM
567
Concorde Asset Management
Michigan
$3.29M -$28.8K -162 -0.9%
BIG
568
Bush Investment Group
Georgia
$3.24M +$186K +1,047 +6%
AA
569
Armis Advisers
Georgia
$3.23M +$3.23M +18,156 New
MAG
570
Mayfair Advisory Group
Alabama
$3.23M -$6.59K -37 -0.2%
WFA
571
Wells Financial Advisors
Massachusetts
$3.23M +$224K +1,260 +7%
AMM
572
American Money Management
California
$3.22M +$457K +2,567 +17%
UAG
573
United Advisor Group
Ohio
$3.22M +$23K +129 +0.7%
RF
574
RHS Financial
California
$3.18M -$152K -852 -5%
BPA
575
Beacon Pointe Advisors
California
$3.17M -$453K -2,543 -13%
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