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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 %
GEA
801
Glen Eagle Advisors
New Jersey
$1.22M +$154K +865 +14%
NF
802
Nikulski Financial
Iowa
$1.22M – – –
CF
803
Claris Financial
Virginia
$1.22M +$1.22M +6,835 New
BOPW
804
Brandywine Oak Private Wealth
Pennsylvania
$1.22M -$53.1K -298 -4%
PP
805
Prudential plc
United Kingdom
$1.21M -$947K -5,320 -44%
JWA
806
JFS Wealth Advisors
Pennsylvania
$1.21M +$66.4K +373 +6%
CA
807
Continuum Advisory
Idaho
$1.21M -$178 -1 -0%
DIA
808
Dana Investment Advisors
Wisconsin
$1.2M +$152K +856 +15%
BOC
809
Blue Oak Capital
California
$1.2M +$1.2M +6,748 New
AFW
810
Avantra Family Wealth
Pennsylvania
$1.19M +$1.19M +6,707 New
EA
811
Everpar Advisors
Oklahoma
$1.19M +$86K +483 +8%
RMAM
812
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$33.3K -187 -3%
OFG
813
Opulen Financial Group
Virginia
$1.19M +$1.19M +6,675 New
CFG
814
Certior Financial Group
Pennsylvania
$1.18M +$1.18M +6,616 New
JSL
815
JT Stratford LLC
Georgia
$1.17M -$292K -1,639 -20%
SC
816
Saiph Capital
New Jersey
$1.17M – – –
KA
817
Kovack Advisors
Florida
$1.15M +$79.1K +444 +7%
SR
818
Syntax Research
Florida
$1.14M +$5.16K +29 +0.5%
LSPW
819
Lake Street Private Wealth
Illinois
$1.12M +$276K +1,547 +32%
MWM
820
Meridian Wealth Management
Kentucky
$1.12M +$356 +2 +0%
SC
821
Stephens Consulting
Michigan
$1.12M – – –
IC
822
IEQ Capital
California
$1.12M +$55.7K +313 +5%
GT
823
Glenview Trust
Kentucky
$1.12M – – –
VWA
824
Visionary Wealth Advisors
Illinois
$1.11M -$4.81K -27 -0.4%
ERIM
825
Eagle Ridge Investment Management
Connecticut
$1.11M -$8.37K -47 -0.7%
31 32
33
34 35