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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
$4.79B
2
Ameriprise
Ameriprise
Minnesota
$821M
3
HTC
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
LPL Financial
California
$2.35B
5
Morgan Stanley
Morgan Stanley
New York
$1.49B

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
Parallel Advisors
California
$37.7M
3
UA
Unison Advisors
District of Columbia
$39.1M
4
NAM
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
851
Warren Street Wealth Advisors
California
$636K -$1.37K -8 -0.2%
FFWA
852
FRG Family Wealth Advisors
Washington
$634K +$269K +1,635 +74%
TWP
853
Tyche Wealth Partners
Texas
$632K – – –
LFA
854
LGT Financial Advisors
Texas
$626K -$244K -1,426 -28%
FCM
855
Firestone Capital Management
Florida
$625K +$1.03K +6 +0.2%
PW
856
Peninsula Wealth
California
$625K +$625K +3,583 New
G
857
GenTrust
Florida
$621K – – –
EAM
858
Empirical Asset Management
Massachusetts
$620K +$409K +2,396 +194%
OFG
859
Oxford Financial Group
Indiana
$618K – – –
MW
860
MBL Wealth
North Carolina
$618K – – –
BTW
861
Boston Trust Walden
Massachusetts
$613K – – –
CTWM
862
Cherry Tree Wealth Management
Minnesota
$612K +$44.7K +262 +8%
AA
863
Advisory Alpha
Michigan
$606K -$49.2K -288 -8%
LFG
864
Larson Financial Group
Missouri
$604K +$1.54K +9 +0.3%
Squarepoint
865
Squarepoint
New York
$598K +$98.4K +576 +20%
ACM
866
Advisors Capital Management
New Jersey
$596K +$17.4K +102 +3%
NEPPG
867
New England Professional Planning Group
Rhode Island
$595K +$854 +5 +0.1%
BFG
868
Bleakley Financial Group
New Jersey
$587K – – –
FNWM
869
Financial Network Wealth Management
Utah
$585K +$585K +3,427 New
OLVIG
870
Oliver Lagore Vanvalin Investment Group
Michigan
$583K -$23.9K -140 -4%
WLIM
871
White Lighthouse Investment Management
Massachusetts
$574K -$5.98K -35 -1%
PAM
872
Palisade Asset Management
Minnesota
$573K – – –
WEG
873
World Equity Group
Illinois
$566K +$40.5K +237 +8%
S
874
Sachetta
Massachusetts
$566K +$40K +237 +8%
PP
875
Prudential plc
United Kingdom
$565K -$345K -2,021 -38%
33 34
35
36 37