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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 %
MIC
826
Meridian Investment Counsel
California
$1.11M – – –
MCC
827
Maiden Cove Capital
Maine
$1.11M -$45.6K -256 -4%
GVAG
828
Great Valley Advisor Group
Delaware
$1.11M +$281K +1,580 +34%
BWP
829
Bernardo Wealth Planning
Pennsylvania
$1.1M -$7.76K -44 -0.7%
AWM
830
Atticus Wealth Management
Florida
$1.1M +$45.9K +258 +4%
AA
831
Ancora Advisors
Ohio
$1.1M +$34K +191 +3%
WEG
832
World Equity Group
Illinois
$1.09M +$421K +2,365 +63%
LWA
833
Lantern Wealth Advisors
New York
$1.09M +$288K +1,618 +36%
PGFC
834
Peapack-Gladstone Financial Corp
New Jersey
$1.09M -$18K -101 -2%
HH
835
Hilltop Holdings
Texas
$1.09M -$2.07M -11,630 -66%
EA
836
Ergawealth Advisors
Illinois
$1.08M -$92.1K -517 -8%
GSC
837
G&S Capital
Colorado
$1.08M -$38.1K -214 -3%
AWC
838
Abundance Wealth Counselors
Pennsylvania
$1.08M – – –
BTWM
839
Brass Tax Wealth Management
Ohio
$1.07M +$178 +1 +0%
YP
840
YANKCOM Partnership
South Dakota
$1.07M +$1.07M +6,000 New
KWM
841
Kingsview Wealth Management
Oregon
$1.07M -$3.08M -17,295 -74%
IAG
842
Ipsen Advisor Group
Arkansas
$1.07M +$1.07M +5,986 New
First Manhattan
843
First Manhattan
New York
$1.07M +$198K +1,110 +23%
LSA
844
L & S Advisors
California
$1.06M +$5.52K +31 +0.5%
HNB
845
Huntington National Bank
Ohio
$1.05M -$1.13M – –
MFWP
846
Mosaic Family Wealth Partners
Missouri
$1.05M +$66.8K +375 +7%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$1.05M +$14.2K +80 +1%
DWM
848
Drive Wealth Management
Utah
$1.05M +$86.7K +487 +9%
MWM
849
Modera Wealth Management
New Jersey
$1.04M +$103K +577 +11%
IWA
850
IBEX Wealth Advisors
New Jersey
$1.04M +$1.04M +5,837 New
32 33
34
35 36