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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 %
TWM
626
Thrive Wealth Management
Pennsylvania
$2.46M +$137K +772 +6%
SMG
627
Smart Money Group
Texas
$2.46M -$356 -2 -0%
PI
628
PineBridge Investments
New York
$2.45M -$780K -4,379 -24%
CGFA
629
Colton Groome Financial Advisors
North Carolina
$2.45M -$980K -5,502 -29%
SOS
630
Silver Oak Securities
Tennessee
$2.43M -$360K -2,014 -13%
PCS
631
Private Client Services
Kentucky
$2.43M +$445K +2,501 +22%
FA
632
Flagstar Advisors
New York
$2.42M -$42.7K -240 -2%
AQR Capital Management
633
AQR Capital Management
Connecticut
$2.41M +$198K +1,112 +9%
PFA
634
Peak Financial Advisors
Colorado
$2.4M +$36.5K +205 +2%
PCMC
635
Private Capital Management (Colorado)
Colorado
$2.39M -$362K -2,035 -13%
WB
636
WesBanco Bank
West Virginia
$2.38M +$333K +1,872 +16%
AP
637
Agilis Partners
Massachusetts
$2.37M -$41.8K -235 -2%
BSTWA
638
Blake Schutter Theil Wealth Advisors
Ohio
$2.37M -$162K -908 -6%
BWM
639
Bulltick Wealth Management
Florida
$2.35M +$594K +3,335 +34%
RWS
640
Retirement Wealth Solutions
Wisconsin
$2.34M +$2.34M +13,279 New
NG
641
Novem Group
New York
$2.34M +$2.34M +13,142 New
DC
642
Davenport & Co
Virginia
$2.33M +$415K +2,328 +22%
ECA
643
Elevated Capital Advisors
Utah
$2.33M -$2.02M -11,348 -46%
WAL
644
W Advisors LLC
Tennessee
$2.33M +$200K +1,125 +9%
CCFM
645
Clear Creek Financial Management
Washington
$2.33M +$181K +1,015 +8%
GFP
646
Gryphon Financial Partners
Ohio
$2.33M +$439K +2,463 +23%
Vontobel Holding
647
Vontobel Holding
Switzerland
$2.32M – – –
AFP
648
Ausdal Financial Partners
Iowa
$2.31M +$315K +1,770 +16%
BWA
649
BCU Wealth Advisors
Illinois
$2.3M +$71.9K +404 +3%
CPIG
650
Chicago Partners Investment Group
Illinois
$2.29M -$69.1K -386 -3%
24 25
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