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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 %
WAG
676
Wallace Advisory Group
California
$2.02M -$61.5K -343 -3%
CPBTD
677
Central Pacific Bank - Trust Division
Hawaii
$2.02M +$1.96K +11 +0.1%
NCFG
678
New Century Financial Group
New Jersey
$1.98M -$774K -4,319 -28%
MFGM
679
Marshall Financial Group (Maryland)
Maryland
$1.97M -$50.4K -283 -2%
JWM
680
Jackson Wealth Management
Florida
$1.96M +$81.6K +458 +4%
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$1.93M +$56.8K +319 +3%
TFM
682
TFC Financial Management
Massachusetts
$1.91M -$8.19K -46 -0.4%
Betterment LLC
683
Betterment LLC
New York
$1.91M -$98.3K -552 -5%
MHB
684
Midwest Heritage Bank
Iowa
$1.91M -$154K -864 -7%
NSAM
685
North Star Asset Management
Wisconsin
$1.89M – – –
LFA
686
Level Financial Advisors
New York
$1.88M -$30.3K -170 -2%
M
687
MATAURO
New York
$1.88M +$1.88M +10,537 New
GFPC
688
Global Financial Private Client
Florida
$1.86M -$28.7K -161 -2%
RCM
689
Raleigh Capital Management
North Carolina
$1.86M +$27.8K +156 +2%
MWA
690
Merkkuri Wealth Advisors
New York
$1.85M +$176K +991 +11%
CFG
691
Cooper Financial Group
California
$1.85M +$330K +1,852 +22%
BCA
692
Bay Colony Advisors
Massachusetts
$1.84M +$58.9K +331 +3%
EFS
693
Essex Financial Services
Connecticut
$1.84M -$73.9K -415 -4%
AWA
694
Alta Wealth Advisors
Massachusetts
$1.84M +$151K +847 +9%
FPW
695
Fairvoy Private Wealth
Alabama
$1.82M +$1.82M +10,234 New
PW
696
Paladin Wealth
Minnesota
$1.82M -$19.8K -111 -1%
MA
697
MKT Advisors
California
$1.82M -$25.8K -143 -1%
PI
698
PFG Investments
New York
$1.81M +$105K +587 +6%
MSWA
699
Marshall & Sterling Wealth Advisors
New York
$1.8M +$1.8M +10,123 New
CCG
700
Catalina Capital Group
California
$1.79M +$33.1K +186 +2%
26 27
28
29 30