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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 %
DWP
901
Destiny Wealth Partners
Florida
$852K +$45.8K +257 +6%
V
902
ViaWealth
Kansas
$845K -$165K -924 -16%
BCM
903
Beck Capital Management
Texas
$844K -$6.77K -38 -0.8%
SC
904
Soundwatch Capital
Connecticut
$842K +$214K +1,203 +34%
PW
905
Peninsula Wealth
California
$837K -$17.5K -98 -2%
CIS
906
Custom Index Systems
New York
$832K +$20.7K +116 +3%
MWS
907
MFA Wealth Services
California
$828K +$828K +4,650 New
QWP
908
Quotient Wealth Partners
Texas
$828K -$751K -4,219 -48%
EAM
909
Empirical Asset Management
Massachusetts
$827K +$1.96K +11 +0.2%
NA
910
Novus Advisors
South Carolina
$826K +$826K +4,636 New
FGC
911
Financial Gravity Companies
Texas
$821K -$27.1K -152 -3%
ACM
912
Advisors Capital Management
New Jersey
$820K +$28.9K +162 +4%
EWS
913
Evergreen Wealth Solutions
Pennsylvania
$804K +$37.6K +211 +5%
AA
914
Advisory Alpha
Michigan
$800K +$48.6K +273 +6%
KWA
915
Kellett Wealth Advisors
Ohio
$796K +$329K +1,850 +71%
LGA
916
Lebenthal Global Advisors
New York
$794K -$6.23K -35 -0.8%
TWA
917
Trace Wealth Advisors
California
$790K +$790K +4,434 New
NAS
918
NWF Advisory Services
California
$773K +$773K +4,341 New
APW
919
Axim Planning & Wealth
Ohio
$753K +$245K +1,373 +48%
RFW
920
Rainier Family Wealth
Washington
$753K +$753K +4,226 New
PPW
921
Pasadena Private Wealth
California
$753K +$43.3K +243 +6%
GTAM
922
Global Trust Asset Management
Florida
$752K +$221K +1,240 +42%
PWM
923
Paulson Wealth Management
Illinois
$752K – – –
Empower Advisory Group
924
Empower Advisory Group
Colorado
$734K +$200K +1,121 +37%
GIM
925
Goelzer Investment Management
Indiana
$732K – – –
35 36
37
38 39