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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 %
MCC
776
Maiden Cove Capital
Maine
$954K +$954K +5,821 New
FT
777
Fiduciary Trust
Massachusetts
$952K +$102K +597 +12%
IAG
778
Investment Advisory Group
Massachusetts
$942K +$171 +1 +0%
PAMG
779
Patton Albertson Miller Group
Tennessee
$941K – – –
TWCA
780
Two West Capital Advisors
Kansas
$938K +$938K +5,494 New
DIA
781
Dana Investment Advisors
Wisconsin
$928K +$478K +2,801 +106%
JWM
782
Jackson Wealth Management
Florida
$916K -$611K -3,577 -40%
MWM
783
Modera Wealth Management
New Jersey
$913K +$677K +3,962 +286%
SIS
784
Sound Income Strategies
Florida
$909K +$4.78K +28 +0.5%
AWG
785
Altus Wealth Group
Colorado
$904K +$66.3K +388 +8%
CFS
786
Coordinated Financial Services
Colorado
$901K -$53.8K -315 -6%
PCS
787
Personal CFO Solutions
New Jersey
$899K +$385K +2,255 +75%
SG
788
StoneX Group
New York
$897K +$92.2K +540 +11%
HS
789
Horan Securities
United States
$893K +$31.9K +187 +4%
EA
790
Everpar Advisors
Oklahoma
$886K +$453K +2,653 +105%
CM
791
Columbus Macro
Pennsylvania
$872K -$1.32M -7,615 -60%
IRC
792
Investors Research Corp
Georgia
$866K +$84.9K +497 +11%
LL
793
LPWM LLC
Minnesota
$863K +$863K +4,982 New
KA
794
Kovack Advisors
Florida
$859K +$859K +5,029 New
NFG
795
Nations Financial Group
Iowa
$857K -$16.9K -99 -2%
LA
796
Latitude Advisors
Florida
$857K +$134K +786 +19%
CCG
797
Cloverfields Capital Group
Minnesota
$853K +$73.8K +432 +9%
DWP
798
Destiny Wealth Partners
Florida
$852K -$105K -616 -11%
WHCI
799
W.H. Cornerstone Investments
Massachusetts
$851K -$424K -2,481 -33%
FAB
800
First American Bank
Illinois
$850K – – –
30 31
32
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