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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 %
APC
601
Aspire Private Capital
North Carolina
$2.77M +$515K +2,892 +23%
CWP
602
CFM Wealth Partners
Texas
$2.77M +$251K +1,410 +10%
JIP
603
Jaffetilchin Investment Partners
Florida
$2.76M +$105K +590 +4%
TCWM
604
Total Clarity Wealth Management
Illinois
$2.75M +$260K +1,461 +10%
TCM
605
Triumph Capital Management
Colorado
$2.73M +$55.4K +311 +2%
CWA
606
Clearview Wealth Advisors
Oregon
$2.72M +$52K +292 +2%
VWM
607
Venturi Wealth Management
Texas
$2.72M -$226K -1,267 -8%
EP
608
Essential Planning
New Hampshire
$2.7M +$2.7M +14,885 New
RW
609
Regimen Wealth
Georgia
$2.7M -$235K -1,320 -8%
BEI
610
Benjamin Edwards Inc
Missouri
$2.69M +$37.6K +211 +1%
VWWMG
611
Vermillion & White Wealth Management Group
Pennsylvania
$2.67M -$3.02M -16,985 -53%
CWP
612
Cyndeo Wealth Partners
Florida
$2.64M -$764K -4,292 -22%
SPI
613
Sutton Place Investors
New York
$2.62M +$46.5K +261 +2%
BWM
614
BlackDiamond Wealth Management
New York
$2.6M +$6.95K +39 +0.3%
WP
615
WealthPLAN Partners
Nebraska
$2.6M -$42.2K -237 -2%
AWM
616
Apex Wealth Management
New Hampshire
$2.6M +$2.6M +14,593 New
MGWM
617
Marks Group Wealth Management
Minnesota
$2.59M -$32.9K -185 -1%
MSWMA
618
Market Street Wealth Management Advisors
Indiana
$2.57M -$207K -1,163 -7%
AWA
619
Acorn Wealth Advisors
Michigan
$2.56M +$68.9K +387 +3%
FCH
620
Freestone Capital Holdings
Washington
$2.56M -$108K -606 -4%
SAM
621
Smartleaf Asset Management
Massachusetts
$2.53M -$225K -1,259 -8%
FPW
622
Flywheel Private Wealth
California
$2.52M +$2.52M +14,140 New
AWA
623
Arete Wealth Advisors
Illinois
$2.49M -$838K -4,700 -25%
SFP
624
Shepherd Financial Partners
Massachusetts
$2.48M -$303K -1,701 -11%
MWM
625
Mission Wealth Management
California
$2.47M +$149K +838 +6%
23 24
25
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