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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 %
MFP
851
Meridian Financial Partners
Virginia
$1.04M – – –
SIS
852
Sound Income Strategies
Florida
$1.04M +$56.8K +319 +6%
WT
853
Washington Trust
Rhode Island
$1.03M – – –
CWM
854
Cahaba Wealth Management
Georgia
$1.03M – – –
ACG
855
Allen Capital Group
Nebraska
$1.03M – – –
AFG
856
Allegheny Financial Group
Pennsylvania
$1.02M +$3.38K +19 +0.3%
FWM
857
FLP Wealth Management
Arkansas
$1.02M +$1.02M +5,731 New
SWM
858
SeaCrest Wealth Management
New York
$1.01M +$136K +761 +15%
LL
859
LPWM LLC
Minnesota
$1.01M +$123K +689 +14%
WDG
860
Wealth Dimensions Group
Ohio
$1.01M -$71.4K -401 -7%
CC
861
Commons Capital
Massachusetts
$1M +$1M +5,637 New
MCM
862
Mattern Capital Management
Colorado
$1M -$539K -3,029 -35%
AAS
863
Asset Allocation Strategies
Michigan
$999K +$42.3K +230 +4%
IRC
864
Investors Research Corp
Georgia
$988K +$43.5K +244 +5%
VCM
865
Violich Capital Management
California
$987K -$1.22M -6,850 -55%
SA
866
Seneschal Advisors
Washington
$982K +$982K +5,516 New
KFG
867
Kelly Financial Group
Connecticut
$980K +$980K +5,501 New
LFA
868
LGT Financial Advisors
Texas
$972K +$234K +1,315 +32%
PWM
869
Pines Wealth Management
North Carolina
$972K +$972K +5,510 New
FT
870
Fiduciary Trust
Massachusetts
$970K +$19.9K +112 +2%
AFP
871
Alpha Financial Partners
Kentucky
$969K -$5.92M -33,232 -86%
SWP
872
Semus Wealth Partners
Florida
$963K +$113K +636 +13%
IAG
873
Investment Advisory Group
Massachusetts
$960K +$178 +1 +0%
OFG
874
Oxford Financial Group
Indiana
$955K +$310K +1,739 +48%
BAM
875
Belpointe Asset Management
Nevada
$950K +$20.4K +115 +2%
33 34
35
36 37