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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 %
CM
776
Columbus Macro
Pennsylvania
$1.34M +$432K +2,425 +47%
MWM
777
MBE Wealth Management
Wisconsin
$1.34M +$356 +2 +0%
MWA
778
Monograph Wealth Advisors
California
$1.34M – – –
FA
779
Fedenia Advisers
Wisconsin
$1.34M +$1.34M +7,504 New
LA
780
Latitude Advisors
Florida
$1.33M +$133K +749 +11%
FFP
781
FourThought Financial Partners
Florida
$1.33M +$712 +4 +0.1%
QCM
782
QRG Capital Management
Illinois
$1.33M +$225K +1,266 +20%
EFG
783
Ehrlich Financial Group
California
$1.32M -$5.57M -31,257 -81%
CCP
784
Clarity Capital Partners
California
$1.32M -$77.6K -436 -6%
T
785
Transce3nd
Texas
$1.32M +$1.32M +7,398 New
AIA
786
Accelerate Investment Advisors
California
$1.31M +$222K +1,248 +20%
CCM
787
Coldstream Capital Management
Washington
$1.3M -$37.8K -212 -3%
Renaissance Technologies
788
Renaissance Technologies
New York
$1.3M -$4.43M -24,900 -77%
DAS
789
Dynamic Advisor Solutions
Arizona
$1.29M -$51.8K -291 -4%
RWM
790
Riverchase Wealth Management
Texas
$1.27M +$1.27M +7,149 New
D
791
Dentgroup
Louisiana
$1.27M +$57.7K +324 +5%
PAMG
792
Patton Albertson Miller Group
Tennessee
$1.26M +$282K +1,581 +29%
FPL
793
Fortress Private Ledger
North Carolina
$1.26M +$1.26M +7,091 New
PWG
794
Portside Wealth Group
Utah
$1.26M -$1.51M -8,500 -55%
SFA
795
Semmax Financial Advisors
North Carolina
$1.26M +$83.8K +451 +7%
HWM
796
HB Wealth Management
Georgia
$1.25M +$12.8K +72 +1%
Jane Street
797
Jane Street
New York
$1.24M -$1.54M -8,654 -55%
WWM
798
WT Wealth Management
Arizona
$1.22M -$39.2K -220 -3%
ACM
799
Ardent Capital Management
Ohio
$1.22M – – –
SPWM
800
Schrum Private Wealth Management
Florida
$1.22M -$567K -3,183 -32%
30 31
32
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