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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 %
AA
726
Ancora Advisors
Ohio
$1.16M -$1.17M -6,826 -50%
Renaissance Technologies
727
Renaissance Technologies
New York
$1.16M +$1.16M +6,800 New
D
728
Dentgroup
Louisiana
$1.16M -$294K -1,723 -20%
WWP
729
WR Wealth Planners
Missouri
$1.15M +$78.4K +459 +7%
MFWP
730
Mosaic Family Wealth Partners
Missouri
$1.15M -$35.5K -208 -3%
FTUS
731
Flow Traders U.S.
New York
$1.14M -$2M -11,722 -64%
EA
732
Ergawealth Advisors
Illinois
$1.13M -$2.9K -17 -0.3%
SC
733
Saiph Capital
New Jersey
$1.12M -$171 -1 -0%
CFG
734
Cooper Financial Group
California
$1.12M -$60.6K -355 -5%
PFT
735
Providence First Trust
Arizona
$1.11M +$309K +1,807 +38%
JWA
736
JFS Wealth Advisors
Pennsylvania
$1.1M +$337K +1,971 +44%
PCA
737
Pallas Capital Advisors
Massachusetts
$1.1M -$107K -620 -9%
WFM
738
Wolff Financial Management
Michigan
$1.09M -$17.1K -100 -2%
SC
739
Stephens Consulting
Michigan
$1.08M -$42.9K -251 -4%
GT
740
Glenview Trust
Kentucky
$1.07M -$23.6K -138 -2%
MIC
741
Meridian Investment Counsel
California
$1.06M +$1.06M +6,234 New
PCM
742
Parsons Capital Management
Rhode Island
$1.06M +$18.8K +110 +2%
JPG
743
Jordan Park Group
California
$1.06M – – –
VWA
744
Visionary Wealth Advisors
Illinois
$1.05M +$37.4K +219 +4%
WDG
745
Wealth Dimensions Group
Ohio
$1.05M -$88.6K -519 -8%
FS
746
Ferguson Shapiro
Georgia
$1.05M +$1.05M +6,143 New
PGFC
747
Peapack-Gladstone Financial Corp
New Jersey
$1.05M – – –
CCM
748
Coldstream Capital Management
Washington
$1.05M +$92K +539 +10%
LJAC
749
L.J. Altfest & Co
New York
$1.04M -$29.4K -172 -3%
CIBC Private Wealth Group
750
CIBC Private Wealth Group
Georgia
$1.03M -$202K -1,168 -16%
28 29
30
31 32