QUAL icon

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 %
LIA
651
LifePlan Investment Advisors
North Carolina
$2.28M +$189K +1,060 +9%
EIP
652
Ellis Investment Partners
Pennsylvania
$2.28M +$264K +1,481 +13%
RCM
653
RMR Capital Management
California
$2.28M -$18.5K -104 -0.8%
AIP
654
Almanack Investment Partners
Pennsylvania
$2.25M -$1.78K -10 -0.1%
VCA
655
Verdence Capital Advisors
Maryland
$2.25M +$306K +1,720 +16%
FTUS
656
Flow Traders U.S.
New York
$2.22M -$11K -62 -0.5%
FHB
657
First Hawaiian Bank
Hawaii
$2.2M +$170K +955 +8%
WWP
658
Waypoint Wealth Partners
California
$2.18M +$3.38K +19 +0.2%
BWA
659
Bestgate Wealth Advisors
Maryland
$2.16M +$2.16M +12,142 New
MFS
660
Mattson Financial Services
Michigan
$2.15M -$77.8K -434 -3%
BWM
661
BigSur Wealth Management
Florida
$2.14M – – –
RFN
662
RDA Financial Network
Iowa
$2.13M +$457K +2,568 +27%
EWA
663
Exencial Wealth Advisors
Oklahoma
$2.12M -$30.6K -172 -1%
ATC
664
Argent Trust Co
Tennessee
$2.1M +$34K +191 +2%
UW
665
Unique Wealth
Florida
$2.1M +$225K +1,261 +12%
VCM
666
Vision Capital Management
Oregon
$2.09M – – –
SFG
667
Sovereign Financial Group
Connecticut
$2.07M -$80.3K -451 -4%
PIM
668
Provident Investment Management
Michigan
$2.07M +$162K +907 +8%
LSA
669
Lion Street Advisors
Texas
$2.05M +$401K +2,251 +24%
SCM
670
Sheridan Capital Management
California
$2.05M +$11.8K +66 +0.6%
CIC
671
Carnegie Investment Counsel
Ohio
$2.04M +$8.55K +48 +0.4%
TP
672
Tranquility Partners
Tennessee
$2.04M -$17.3K -97 -0.8%
APWM
673
Anchor Pointe Wealth Management
Missouri
$2.02M +$2.02M +11,315 New
LWM
674
Lionsbridge Wealth Management
Florida
$2.02M -$139K -781 -6%
FSA
675
Fort Sheridan Advisors
Illinois
$2.02M +$73.4K +412 +4%
25 26
27
28 29