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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 %
MAM
751
Madison Asset Management
Wisconsin
$1.45M – – –
MIA
752
Madison Investment Advisors
Wisconsin
$1.45M +$1.45M +8,162 New
AWA
753
Arkadios Wealth Advisors
Georgia
$1.45M -$2.49K -14 -0.2%
HFS
754
Haverford Financial Services
Pennsylvania
$1.45M – – –
TWA
755
Talisman Wealth Advisors
New Jersey
$1.44M -$333K -1,870 -19%
QCM
756
Quantinno Capital Management
New York
$1.44M +$32.8K +184 +2%
BFA
757
Benningfield Financial Advisors
California
$1.44M +$1.44M +8,077 New
DFA
758
DHK Financial Advisors
New Hampshire
$1.44M +$1.44M +8,066 New
ECM
759
Evergreen Capital Management
Washington
$1.44M -$181K -1,015 -11%
LA
760
LexAurum Advisors
Kansas
$1.43M +$3.21K +18 +0.2%
CAM
761
Cozad Asset Management
Illinois
$1.42M -$26.4K -148 -2%
ACA
762
Ackerman Capital Advisors
Texas
$1.42M -$11.2K -63 -0.8%
AT
763
American Trust
Kentucky
$1.41M -$1.94M -10,896 -58%
PCM
764
Parsons Capital Management
Rhode Island
$1.41M – – –
EWA
765
EverSource Wealth Advisors
Alabama
$1.39M -$31.5K -177 -2%
OFS
766
OneAscent Financial Services
Alabama
$1.38M +$1.38M +7,753 New
CPC
767
Consolidated Planning Corp
Georgia
$1.38M +$114K +641 +9%
FFBTD
768
First Financial Bank - Trust Division
Ohio
$1.38M -$17.6K -99 -1%
ECA
769
Elevate Capital Advisors
Colorado
$1.37M +$1.37M +7,710 New
AAP
770
Arax Advisory Partners
Colorado
$1.36M +$1.26M +7,047 +1,167%
TWP
771
Tempus Wealth Planning
California
$1.36M +$207K +1,164 +18%
LAS
772
Lloyd Advisory Services
Georgia
$1.36M -$45.1K -253 -3%
WCM
773
WealthTrak Capital Management
Virginia
$1.36M +$1.36M +7,622 New
CIA
774
Compass Ion Advisors
Pennsylvania
$1.35M -$65.5K -368 -5%
SIA
775
Soltis Investment Advisors
Utah
$1.35M +$54.7K +307 +4%
29 30
31
32 33