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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 %
AWC
751
Abundance Wealth Counselors
Pennsylvania
$1.03M – – –
MWM
752
Meridian Wealth Management
Kentucky
$1.03M +$1.03M +6,046 New
CWM
753
Cahaba Wealth Management
Georgia
$1.02M +$29K +170 +3%
WT
754
Washington Trust
Rhode Island
$1.02M +$29.7K +174 +3%
HNB
755
Huntington National Bank
Ohio
$1.02M -$819K – –
SFA
756
Semmax Financial Advisors
North Carolina
$1.02M +$118K +691 +13%
IC
757
IEQ Capital
California
$1.02M -$198K -1,161 -16%
FPAS
758
Focus Partners Advisor Solutions
Missouri
$1.01M +$164K +960 +19%
Deutsche Bank
759
Deutsche Bank
Germany
$1.01M +$1.01M +5,900 New
FIM
760
Fernwood Investment Management
Massachusetts
$1M +$17.9K +105 +2%
JSL
761
JT Stratford LLC
Georgia
$1M +$29.4K +172 +3%
YIA
762
YHB Investment Advisors
Connecticut
$1M +$1M +5,869 New
FI
763
FWG Investments
Kentucky
$1M -$78.7K -461 -7%
MFP
764
Meridian Financial Partners
Virginia
$1M – – –
BCWM
765
Bartlett & Co Wealth Management
Ohio
$998K +$41K +240 +4%
LSA
766
L & S Advisors
California
$998K +$1.71K +10 +0.2%
SS
767
Sunbelt Securities
Texas
$994K +$29.4K +172 +3%
AWM
768
Atticus Wealth Management
Florida
$993K -$90.7K -531 -8%
V
769
ViaWealth
Kansas
$990K -$277K -1,625 -22%
ACG
770
Allen Capital Group
Nebraska
$985K – – –
QCM
771
QRG Capital Management
Illinois
$985K +$237K +1,387 +32%
AFG
772
Allegheny Financial Group
Pennsylvania
$976K +$976K +5,713 New
SR
773
Syntax Research
Florida
$975K +$552K +3,230 +130%
GEA
774
Glen Eagle Advisors
New Jersey
$965K +$10.1K +59 +1%
SWA
775
Sightline Wealth Advisors
Connecticut
$955K +$387K +2,268 +68%
29 30
31
32 33