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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.

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
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
SA
5
Sanctuary Advisors
Indiana
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWP
51
Obermeyer Wealth Partners
Colorado
$110M 645,679 +82,225 +15%
FG
52
Foster Group
Iowa
$110M 641,575 +405,256 +171%
SA
53
Sanctuary Advisors
Indiana
$109M 683,090 +683,090 New
BWL
54
Bogart Wealth LLC
Virginia
$105M 613,869 +1,333 +0.2%
SMA
55
Sage Mountain Advisors
Georgia
$103M 603,160 +25,461 +4%
3AM
56
3EDGE Asset Management
Florida
$103M 600,282 -17,141 -3%
FIA
57
Foundations Investment Advisors
Arizona
$102M 599,773 +11,888 +2%
GFS
58
GYL Financial Synergies
Connecticut
$100M 586,749 -42,287 -7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$98.2M 574,950 +37,604 +7%
JC
60
JB Capital
Connecticut
$98.1M 574,206 +19,190 +3%
UCFA
61
United Capital Financial Advisors
Texas
$98M 573,966 -9,867 -2%
KAS
62
Kestra Advisory Services
Texas
$97.6M 571,834 +79,081 +16%
Two Sigma Investments
63
Two Sigma Investments
New York
$96.8M 567,000 +30,700 +6%
CAM
64
Cresset Asset Management
Illinois
$96M 561,905 +36,300 +7%
Franklin Resources
65
Franklin Resources
California
$91.4M 535,467 -18,539 -3%
PCIA
66
Prime Capital Investment Advisors
Kansas
$85.2M 499,177 -55,964 -10%
AWS
67
Atria Wealth Solutions
New York
$84.4M 494,143 +40,059 +9%
SC
68
Savant Capital
Illinois
$84M 491,881 -23,263 -5%
BAAM
69
Baker Avenue Asset Management
California
$78.9M 462,322 +1,532 +0.3%
DADC
70
D.A. Davidson & Co
Montana
$78.8M 461,454 +6,041 +1%
CA
71
Clearstead Advisors
Ohio
$78.4M 459,353 +440,359 +2,318%
JIC
72
Johnson Investment Counsel
Ohio
$77.5M 454,117 +5,893 +1%
AWM
73
AE Wealth Management
Kansas
$77.5M 453,945 -39,623 -8%
KIM
74
Kestra Investment Management
Texas
$77.5M 453,638 +453,638 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$74.1M 434,120 -3,315 -0.8%
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