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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 %
BP
701
Ballentine Partners
Massachusetts
$1.79M +$1.15M +6,485 +181%
BJL
702
Brighton Jones LLC
Washington
$1.79M +$360K +2,023 +25%
SW
703
Simplicity Wealth
New Jersey
$1.78M -$5.96M -33,489 -77%
EFG
704
Elios Financial Group
Ohio
$1.77M -$6.41K -36 -0.4%
JSW
705
Journey Strategic Wealth
New Jersey
$1.76M +$125K +703 +8%
HIM
706
Hanlon Investment Management
New Jersey
$1.76M -$305K -1,713 -15%
SG
707
StoneX Group
New York
$1.75M +$781K +4,386 +81%
JWBC
708
John W. Brooker & Co
California
$1.74M +$178 +1 +0%
AWA
709
Amplius Wealth Advisors
Pennsylvania
$1.73M +$15.3K +86 +0.9%
AWAU
710
Alliance Wealth Advisors (Utah)
Utah
$1.73M -$2.87M -16,098 -62%
SPWG
711
Syntegra Private Wealth Group
Missouri
$1.72M -$35.1K -197 -2%
MCCA
712
Mill Creek Capital Advisors
Pennsylvania
$1.72M +$88.1K +495 +5%
AHL
713
Abel Hall LLC
Louisiana
$1.71M – – –
SG Americas Securities
714
SG Americas Securities
New York
$1.69M +$1.69M +9,461 New
NAM
715
NorthCrest Asset Manangement
Minnesota
$1.67M +$96.3K +541 +6%
KP
716
Keel Point
Alabama
$1.67M +$50.2K +282 +3%
VPF
717
Vantage Point Financial
Illinois
$1.67M +$1.67M +9,379 New
NP
718
NorthRock Partners
Minnesota
$1.67M -$503K -2,822 -23%
AW
719
Alteri Wealth
California
$1.66M +$1.66M +9,339 New
LMKC
720
L.M. Kohn & Company
Ohio
$1.64M +$490K +2,749 +43%
KIA
721
KCM Investment Advisors
California
$1.64M -$2.67K -15 -0.2%
UBP
722
Union Bancaire Privee
Switzerland
$1.63M +$1.63M +9,129 New
VA
723
Valmark Advisers
Ohio
$1.63M +$31.9K +179 +2%
KWA
724
Kingswood Wealth Advisors
California
$1.63M +$195K +1,097 +14%
DE
725
Diversified Enterprises
Delaware
$1.62M -$36.2K -203 -2%
27 28
29
30 31