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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 %
Pathstone Holdings
676
Pathstone Holdings
New Jersey
$1.52M +$494K +2,894 +48%
RPGK
677
Retirement Planning Group (Kansas)
Kansas
$1.51M -$2.22K -13 -0.1%
UWM
678
USAdvisors Wealth Management
Minnesota
$1.51M +$12.5K +73 +0.8%
NRC
679
New Republic Capital
North Carolina
$1.49M +$5.29K +31 +0.4%
QWP
680
Quotient Wealth Partners
Texas
$1.48M -$1.08M -6,320 -42%
RFN
681
RDA Financial Network
Iowa
$1.48M +$759K +4,444 +106%
FGAM
682
Financial Gravity Asset Management
Texas
$1.46M -$232K -1,357 -14%
FTDI
683
First Trust Direct Indexing
Massachusetts
$1.45M +$140K +822 +11%
TIM
684
Tortoise Investment Management
New York
$1.42M -$35K -205 -2%
SFA
685
Sequoia Financial Advisors
Ohio
$1.41M +$137K +804 +11%
OC
686
Oppenheimer & Co
New York
$1.41M +$679K +3,975 +92%
HKIMG
687
Hutchens & Kramer Investment Management Group
Indiana
$1.41M +$126K +737 +10%
AWA
688
Arkadios Wealth Advisors
Georgia
$1.41M +$928K +5,433 +193%
LAS
689
Lloyd Advisory Services
Georgia
$1.41M +$1.41M +8,231 New
MAM
690
Madison Asset Management
Wisconsin
$1.39M – – –
FFBTD
691
First Financial Bank - Trust Division
Ohio
$1.39M +$162K +951 +13%
Fidelity International
692
Fidelity International
Bermuda
$1.39M – – –
HFS
693
Haverford Financial Services
Pennsylvania
$1.39M +$1.39M +8,140 New
CAG
694
Curtis Advisory Group
California
$1.39M +$59.4K +348 +4%
CAM
695
Cozad Asset Management
Illinois
$1.39M – – –
ACA
696
Ackerman Capital Advisors
Texas
$1.39M – – –
JSW
697
Journey Strategic Wealth
New Jersey
$1.39M -$397K -2,327 -22%
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$1.37M -$8.54K -50 -0.6%
RFA
699
Resurgent Financial Advisors
Georgia
$1.36M +$483K +2,827 +55%
MWA
700
Merkkuri Wealth Advisors
New York
$1.35M +$1.35M +7,898 New
26 27
28
29 30