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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 %
EIP
701
Ellis Investment Partners
Pennsylvania
$1.35M +$1.1M +6,428 +439%
LA
702
LexAurum Advisors
Kansas
$1.35M +$298K +1,747 +28%
BP
703
Ballentine Partners
Massachusetts
$1.33M +$631K +3,697 +90%
FFP
704
FourThought Financial Partners
Florida
$1.33M -$2.05K -12 -0.2%
MWM
705
MBE Wealth Management
Wisconsin
$1.32M -$43.4K -254 -3%
KWA
706
Kingswood Wealth Advisors
California
$1.31M +$777K +4,551 +145%
CCP
707
Clarity Capital Partners
California
$1.31M +$43.7K +256 +3%
B
708
Bailard
California
$1.31M +$74.8K +438 +6%
BJL
709
Brighton Jones LLC
Washington
$1.3M -$59.9K -351 -4%
IAN
710
Integrated Advisors Network
Texas
$1.3M +$24.9K +146 +2%
DC
711
Davenport & Co
Virginia
$1.3M +$31.8K +186 +3%
CPC
712
Consolidated Planning Corp
Georgia
$1.26M +$36.2K +212 +3%
BWP
713
Bernardo Wealth Planning
Pennsylvania
$1.26M +$62.7K +367 +5%
Principal Financial Group
714
Principal Financial Group
Iowa
$1.23M -$183K -1,072 -13%
SIA
715
Soltis Investment Advisors
Utah
$1.22M +$58.2K +341 +5%
RMAM
716
Raab & Moskowitz Asset Management
New Jersey
$1.22M -$23.2K -136 -2%
AWMNH
717
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.21M -$58.7K -344 -5%
CA
718
Continuum Advisory
Idaho
$1.19M +$25.4K +149 +2%
HWM
719
HB Wealth Management
Georgia
$1.19M -$171 -1 -0%
Qube Research & Technologies (QRT)
720
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$1.08M +6,306 +979%
BOPW
721
Brandywine Oak Private Wealth
Pennsylvania
$1.18M -$39.4K -231 -3%
GSC
722
G&S Capital
Colorado
$1.18M -$110K -628 -8%
ACM
723
Ardent Capital Management
Ohio
$1.17M – – –
NF
724
Nikulski Financial
Iowa
$1.17M -$9.39K -55 -0.8%
PCS
725
Private Client Services
Kentucky
$1.16M +$1.16M +6,822 New
27 28
29
30 31