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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,468 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, 442 reducing their positions, and 66 closing their positions.

Holders
1,468
Holders Change
+111
Holders Change %
+8.18%
% of All Funds
19.55%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
3.41%
New
204
Increased
637
Reduced
442
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$116M 636,644 -86,325 -12%
TIAA Trust, National Association
52
TIAA Trust, National Association
North Carolina
$112M 627,208 -104,145 -14%
JC
53
JB Capital
Connecticut
$110M 617,549 +18,319 +3%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$107M 603,600 +577,171 +2,184%
KIM
55
Kestra Investment Management
Texas
$107M 600,125 +68,219 +13%
BWL
56
Bogart Wealth LLC
Virginia
$107M 599,287 -14,408 -2%
SMA
57
Sage Mountain Advisors
Georgia
$105M 588,141 -3,106 -0.5%
Two Sigma Investments
58
Two Sigma Investments
New York
$104M 582,700 +167,800 +40%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$102M 574,129 -33,915 -6%
KAS
60
Kestra Advisory Services
Texas
$102M 571,071 +23,262 +4%
UCFA
61
United Capital Financial Advisors
Texas
$99.3M 557,580 -12,745 -2%
OWP
62
Obermeyer Wealth Partners
Colorado
$93.9M 527,450 -44,652 -8%
DWM
63
Dynasty Wealth Management
Florida
$93.3M 523,946 +298,402 +132%
CAM
64
Cresset Asset Management
Illinois
$92.1M 517,115 -38,704 -7%
DADC
65
D.A. Davidson & Co
Montana
$90M 505,661 +27,741 +6%
CA
66
Clearstead Advisors
Ohio
$88.3M 495,972 +21,612 +5%
SC
67
Savant Capital
Illinois
$88.1M 494,941 +3,933 +0.8%
AWS
68
Atria Wealth Solutions
New York
$87.3M 490,165 -5,097 -1%
AWM
69
AE Wealth Management
Kansas
$86.8M 487,282 +22,123 +5%
JIC
70
Johnson Investment Counsel
Ohio
$85M 477,473 +16,040 +3%
PCIA
71
Prime Capital Investment Advisors
Kansas
$84.7M 475,731 -10,638 -2%
Mariner
72
Mariner
Kansas
$83.5M 469,145 +43,343 +10%
SWA
73
Sax Wealth Advisors
New Jersey
$82.9M 465,488 +70,262 +18%
PAG
74
Private Advisor Group
New Jersey
$82.5M 463,077 +25,705 +6%
EH
75
Equitable Holdings
New York
$81.5M 457,908 +9,126 +2%
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