QUAL icon

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 %
PPP
926
Private Portfolio Partners
New Jersey
$729K +$12.1K +68 +2%
WWP
927
WR Wealth Planners
Missouri
$727K -$952K -5,345 -57%
FNBT
928
FineMark National Bank & Trust
Florida
$720K +$163K +915 +29%
AFO
929
Allie Family Office
Florida
$717K -$58.8K -330 -8%
AIS
930
Accredited Investor Services
Minnesota
$714K +$714K +4,008 New
NEPPG
931
New England Professional Planning Group
Rhode Island
$713K +$1.43K +8 +0.2%
GFA
932
Gallagher Fiduciary Advisors
Illinois
$710K +$138K +777 +24%
PPA
933
Painted Porch Advisors
California
$707K +$266K +1,496 +60%
TWP
934
Tyche Wealth Partners
Texas
$700K +$4.45K +25 +0.6%
4WM
935
4J Wealth Management
Virginia
$696K -$43.5K -244 -6%
Wealthfront Advisers
936
Wealthfront Advisers
California
$696K +$58.8K +330 +9%
VFA
937
Valeo Financial Advisors
Indiana
$685K -$3.38K -19 -0.5%
NCM
938
NCM Capital Management
New Jersey
$684K – – –
IPA
939
Investment Planning Advisors
Georgia
$682K +$140K +785 +26%
FEM
940
Fulcrum Equity Management
Texas
$682K -$1.78K -10 -0.3%
BFG
941
Bleakley Financial Group
New Jersey
$677K +$64.6K +363 +11%
IIA
942
IPG Investment Advisors
California
$676K -$31.2K -175 -4%
YWS
943
Yarger Wealth Strategies
Ohio
$673K +$1.96K +11 +0.3%
CTWM
944
Cherry Tree Wealth Management
Minnesota
$669K +$36.2K +203 +6%
FSA
945
Financial Sense Advisors
California
$665K -$124K -699 -16%
PW
946
PUREfi Wealth
Massachusetts
$662K +$662K +3,717 New
MWM
947
Moulton Wealth Management
Washington
$661K +$64.1K +360 +11%
MAWA
948
Moss Adams Wealth Advisors
Washington
$657K -$11.9K -67 -2%
FCM
949
Firestone Capital Management
Florida
$655K +$1.6K +9 +0.2%
DOA
950
D'Orazio & Associates
Virginia
$651K +$50K +281 +8%
36 37
38
39 40