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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 %
MWM
576
Maripau Wealth Management
Indiana
$3.14M -$1.41M -7,921 -31%
TFO
577
Tarbox Family Office
California
$3.14M -$28.5K -160 -0.9%
USCWA
578
U.S. Capital Wealth Advisors
Texas
$3.12M -$20.7K -116 -0.7%
DWM
579
Dakota Wealth Management
Florida
$3.1M -$318K -1,788 -9%
MIM
580
Macroview Investment Management
Maryland
$3.08M +$85.8K +482 +3%
DWA
581
Dorsey Wright & Associates
California
$3.08M -$48.6K -273 -2%
BA
582
Bristlecone Advisors
Washington
$3.07M +$10.5K +59 +0.3%
GT
583
Greenleaf Trust
Michigan
$3M -$349K -1,959 -10%
ERWM
584
Elk River Wealth Management
Colorado
$2.99M – – –
CFS
585
CGC Financial Services
Oregon
$2.98M +$2.89M +16,206 +3,105%
TC
586
Trust Company
Kansas
$2.96M +$86.7K +487 +3%
FW
587
FullCircle Wealth
Texas
$2.95M +$296K +1,591 +11%
HGA
588
Hobbs Group Advisors
South Carolina
$2.95M -$5.31M -29,813 -64%
DL
589
DOHJ LLC
Washington
$2.94M +$37K +208 +1%
ACM
590
Absolute Capital Management
Pennsylvania
$2.91M -$744K -4,172 -20%
MCWS
591
McKinley Carter Wealth Services
West Virginia
$2.9M -$346K -1,945 -11%
WWP
592
Wise Wealth Partners
Arizona
$2.88M +$2.88M +16,196 New
OAS
593
Optivise Advisory Services
Tennessee
$2.88M -$22.1K -124 -0.8%
CFG
594
Carr Financial Group
Massachusetts
$2.86M -$98.5K -553 -3%
CRI
595
Commonwealth Retirement Investments
Virginia
$2.85M +$114K +641 +4%
TFM
596
Trademark Financial Management
Minnesota
$2.84M -$3.16M -17,738 -53%
TCA
597
Transcend Capital Advisors
New Jersey
$2.82M -$646K -3,625 -19%
CFD
598
Creative Financial Designs
Indiana
$2.82M +$36.2K +203 +1%
FLPIM
599
F.L. Putnam Investment Management
Massachusetts
$2.8M +$33.1K +186 +1%
RIM
600
Redwood Investment Management
Arizona
$2.79M +$131K +738 +5%
22 23
24
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