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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
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.49B

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
951
San Luis Wealth Advisors
California
$430K -$1.54K -9 -0.4%
ACM
952
Advance Capital Management
Michigan
$429K -$140K -821 -25%
GA
953
Goldstein Advisors
Wisconsin
$427K -$15.5K -91 -4%
OWA
954
Octavia Wealth Advisors
Ohio
$424K -$23.2K -136 -5%
LRPA
955
L. Roy Papp & Associates
Arizona
$423K – – –
HIA
956
Harbor Investment Advisory
Maryland
$423K +$2.56K +15 +0.6%
PPA
957
Painted Porch Advisors
California
$422K +$32.3K +189 +8%
AWM
958
Avior Wealth Management
Nebraska
$416K -$1.22M -7,139 -75%
ASW
959
Astoria Strategic Wealth
Texas
$416K – – –
ADL
960
Asset Dedication LLC
California
$413K +$6.49K +38 +2%
LIA
961
LS Investment Advisors
Michigan
$411K -$79.9K -468 -16%
KBFS
962
Kohmann Bosshard Financial Services
Ohio
$408K +$4.27K +25 +1%
CWC
963
Carolinas Wealth Consulting
North Carolina
$407K +$854 +5 +0.2%
FB
964
Fulton Bank
Pennsylvania
$407K +$407K +2,382 New
SEIA
965
Signature Estate & Investment Advisors
California
$396K +$396K +2,322 New
GBWM
966
Granite Bay Wealth Management
New Hampshire
$393K -$111K -650 -22%
NG
967
Norden Group
Utah
$392K -$36.4K -213 -8%
GKWIM
968
Gerber Kawasaki Wealth & Investment Management
California
$392K +$63.5K +372 +19%
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
$392K +$171 +1 +0%
FWM
970
Fairhaven Wealth Management
Illinois
$391K -$1.71K -10 -0.4%
Financial Engines Advisors
971
Financial Engines Advisors
California
$390K +$390K +2,281 New
Vanguard Group
972
Vanguard Group
Pennsylvania
$387K +$173K +1,014 +81%
FNBT
973
FineMark National Bank & Trust
Florida
$386K +$386K +2,260 New
MA
974
MJP Associates
Connecticut
$385K +$54.3K +318 +16%
AO
975
Advisor OS
Illinois
$385K +$54.3K +318 +16%
37 38
39
40 41