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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 %
NRC
726
New Republic Capital
North Carolina
$1.62M +$65.7K +369 +4%
FPAS
727
Focus Partners Advisor Solutions
Missouri
$1.6M +$497K +2,792 +45%
AWMNH
728
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.59M +$40.1K +225 +3%
MWM
729
Mattern Wealth Management
Kansas
$1.59M -$44.2K -248 -3%
JBA
730
Johnson Bixby & Associates
Washington
$1.59M -$59.7K -335 -4%
CAG
731
Curtis Advisory Group
California
$1.58M +$62.3K +350 +4%
OC
732
Oppenheimer & Co
New York
$1.58M +$55.2K +310 +4%
NWMP
733
Noble Wealth Management PBC
Colorado
$1.58M +$1.58M +8,854 New
RFA
734
Resurgent Financial Advisors
Georgia
$1.56M +$192K +1,080 +14%
FCBT
735
First Citizens Bank & Trust
North Carolina
$1.55M -$446K -2,503 -22%
UWM
736
USAdvisors Wealth Management
Minnesota
$1.55M +$13.2K +74 +0.9%
RPGNY
737
Retirement Planning Group (New York)
New York
$1.55M +$1.55M +8,705 New
RPGK
738
Retirement Planning Group (Kansas)
Kansas
$1.55M -$12.3K -69 -0.8%
TIM
739
Tortoise Investment Management
New York
$1.55M +$64.1K +360 +4%
CP
740
Clarendon Private
Massachusetts
$1.53M +$1.53M +8,605 New
FI
741
FWG Investments
Kentucky
$1.52M +$355K +1,994 +30%
IAN
742
Integrated Advisors Network
Texas
$1.51M +$99.9K +561 +7%
TWCA
743
Two West Capital Advisors
Kansas
$1.49M +$356K +1,999 +31%
FI
744
Financial Insights
Washington
$1.49M -$715K -4,017 -33%
PIA
745
Pinion Investment Advisors
Kansas
$1.49M +$343K +1,927 +30%
MCM
746
Mainstream Capital Management
California
$1.48M +$38.3K +215 +3%
B
747
Bailard
California
$1.47M +$43.5K +244 +3%
FMII
748
Farmers & Merchants Investments Inc
Nebraska
$1.47M +$38.1K +214 +3%
SS
749
Sunbelt Securities
Texas
$1.46M -$37.1K -208 -2%
SWA
750
Sightline Wealth Advisors
Connecticut
$1.46M -$152K -853 -9%
28 29
30
31 32