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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 %
FCA
876
FLC Capital Advisors
California
$944K +$58.1K +326 +7%
Pathstone Holdings
877
Pathstone Holdings
New Jersey
$944K -$6.05K -34 -0.6%
GWM
878
GK Wealth Management
Nevada
$939K +$939K +5,271 New
LA
879
Lifeworks Advisors
Michigan
$936K +$80.3K +451 +9%
FFWA
880
FRG Family Wealth Advisors
Washington
$934K +$142K +800 +18%
SEIA
881
Signature Estate & Investment Advisors
California
$930K +$412K +2,313 +80%
WFM
882
Wolff Financial Management
Michigan
$928K -$89.2K -501 -9%
TPWA
883
TRUE Private Wealth Advisors
Oregon
$921K -$1.31M -7,374 -59%
CFS
884
Coordinated Financial Services
Colorado
$913K +$913K +5,129 New
CIBC Private Wealth Group
885
CIBC Private Wealth Group
Georgia
$903K +$82.7K +462 +10%
FAB
886
First American Bank
Illinois
$903K -$62.9K -353 -7%
GWA
887
Genesis Wealth Advisors
Massachusetts
$898K +$898K +5,041 New
CCG
888
Cloverfields Capital Group
Minnesota
$889K – – –
SAI
889
Savvy Advisors Inc
New York
$887K +$6.41K +36 +0.7%
MCA
890
MSH Capital Advisors
Arizona
$886K +$43.5K +244 +5%
NFG
891
Nations Financial Group
Iowa
$876K -$4.28K -24 -0.5%
GWMR
892
GC Wealth Management RIA
Massachusetts
$876K +$41.1K +231 +5%
AWG
893
Altus Wealth Group
Colorado
$873K -$19.9K -112 -2%
SPW
894
Sonoma Private Wealth
California
$873K +$32.8K +184 +4%
LRWM
895
Lord & Richards Wealth Management
Colorado
$869K +$869K +4,878 New
HA
896
Herold Advisors
New York
$866K +$253K +1,418 +41%
HS
897
Horan Securities
United States
$860K -$21.2K -119 -2%
CF
898
Clarity Financial
Texas
$858K +$19.9K +112 +2%
Bessemer Group
899
Bessemer Group
New Jersey
$857K +$110K +619 +15%
YIA
900
YHB Investment Advisors
Connecticut
$856K -$704K -3,956 -45%
34 35
36
37 38