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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 %
ATC
626
Argent Trust Co
Tennessee
$1.97M – – –
APC
627
Aspire Private Capital
North Carolina
$1.96M -$48.2K -282 -2%
Betterment LLC
628
Betterment LLC
New York
$1.96M -$733K -4,294 -27%
MHS
629
M Holdings Securities
Oregon
$1.95M +$1.95M +11,432 New
LFA
630
Level Financial Advisors
New York
$1.95M +$65.1K +381 +3%
FHB
631
First Hawaiian Bank
Hawaii
$1.95M +$1.95M +11,398 New
MHB
632
Midwest Heritage Bank
Iowa
$1.94M -$127K -742 -6%
WAL
633
W Advisors LLC
Tennessee
$1.94M +$135K +793 +7%
HIM
634
Hanlon Investment Management
New Jersey
$1.94M +$5.64K +33 +0.3%
CPBTD
635
Central Pacific Bank - Trust Division
Hawaii
$1.93M +$1.93M +11,275 +37,583%
BSW
636
Buckingham Strategic Wealth
Missouri
$1.93M +$439K +2,568 +29%
MIFH
637
Migdal Insurance & Financial Holdings
Israel
$1.92M -$7.17K -42 -0.4%
VCA
638
Verdence Capital Advisors
Maryland
$1.91M +$886K +5,189 +86%
MCM
639
Mattern Capital Management
Colorado
$1.91M -$90K -527 -4%
PIM
640
Provident Investment Management
Michigan
$1.9M +$105K +614 +6%
BWA
641
BCU Wealth Advisors
Illinois
$1.89M +$144K +845 +8%
LIA
642
LifePlan Investment Advisors
North Carolina
$1.87M +$122K +716 +7%
DAS
643
Dynamic Advisor Solutions
Arizona
$1.87M +$775K +4,538 +71%
TFM
644
TFC Financial Management
Massachusetts
$1.86M -$130K -760 -7%
CFCI
645
Comprehensive Financial Consultants Institutional
Indiana
$1.86M -$42.3K -248 -2%
PIA
646
Perennial Investment Advisors
California
$1.85M +$66.6K +390 +4%
BNP Paribas Financial Markets
647
BNP Paribas Financial Markets
France
$1.85M +$1.71M +10,018 +1,271%
EFS
648
Econ Financial Services
Pennsylvania
$1.84M +$13.5K +79 +0.7%
EWA
649
EverSource Wealth Advisors
Alabama
$1.79M +$713K +4,149 +66%
EFS
650
Essex Financial Services
Connecticut
$1.77M +$983K +5,879 +125%
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