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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 %
FA
951
Fortis Advisors
Pennsylvania
$650K +$68K +382 +12%
LNB
952
Ledyard National Bank
$647K -$114K -638 -15%
MW
953
MBL Wealth
North Carolina
$645K – – –
DT
954
Diversified Trust
Tennessee
$645K -$11.2K -63 -2%
WSWA
955
Warren Street Wealth Advisors
California
$642K -$20.3K -114 -3%
ACA
956
Aspire Capital Advisors
Washington
$640K +$640K +3,592 New
BTW
957
Boston Trust Walden
Massachusetts
$639K – – –
BB
958
Busey Bank
Illinois
$638K -$113K -633 -15%
FTS
959
Fifth Third Securities
Ohio
$635K +$107K +599 +20%
CB
960
Commerce Bank
Missouri
$626K – – –
PS
961
Planned Solutions
California
$622K +$336K +1,885 +117%
TC
962
TFR Capital
Texas
$619K +$619K +3,477 New
PA
963
Procyon Advisors
Connecticut
$617K +$376K +2,112 +156%
FNWM
964
Financial Network Wealth Management
Utah
$610K – – –
SFC
965
Strategic Financial Concepts
Texas
$606K +$114K +639 +23%
G
966
GenTrust
Florida
$605K – – –
SNWA
967
Siligmueller & Norvid Wealth Advisors
Illinois
$599K +$599K +3,362 New
PAM
968
Palisade Asset Management
Minnesota
$598K – – –
WLIM
969
White Lighthouse Investment Management
Massachusetts
$597K -$4.63K -26 -0.8%
FCI
970
Financial Counselors Inc
Kansas
$593K -$49.9K -280 -8%
MC
971
Moors & Cabot
Massachusetts
$587K +$25.3K +142 +4%
TA
972
TrueWealth Advisors
Alabama
$587K +$36K +202 +7%
SFSG
973
Sound Financial Strategies Group
Mississippi
$585K -$221K -1,239 -27%
PFA
974
Pinnacle Family Advisors
Missouri
$580K -$8.91K -50 -2%
PCA
975
Pallas Capital Advisors
Massachusetts
$578K -$5.7K -32 -1%
37 38
39
40 41