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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.

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
SA
5
Sanctuary Advisors
Indiana
$109M

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 Market Value Shares Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$72.6M 424,918 +24,374 +6%
Mariner
77
Mariner
Kansas
$70.7M 414,037 +29,246 +8%
SF
78
Synovus Financial
Georgia
$69.7M 408,061 +150 +0%
SC
79
Schoolcraft Capital
Colorado
$69.6M 407,605 +29,595 +8%
CHP
80
Cable Hill Partners
Oregon
$69.2M 405,306 +7,612 +2%
US Bancorp
81
US Bancorp
Minnesota
$68.2M 399,124 -87,213 -18%
APW
82
Austin Private Wealth
Texas
$66.9M 391,590 +160,107 +69%
PA
83
Pinnacle Associates
New York
$66.8M 391,245 +8,936 +2%
PAG
84
Private Advisor Group
New Jersey
$66.8M 391,090 +48,104 +14%
HFS
85
Howard Financial Services
Texas
$65.8M 385,500 +16,460 +4%
SWA
86
Sax Wealth Advisors
New Jersey
$64.5M 377,443 +31,158 +9%
UB
87
UMB Bank
Missouri
$61.7M 361,554 +3,725 +1%
FA
88
Financial Advisors
Massachusetts
$57.9M 339,173 -1,974 -0.6%
WSFS
89
Wilmington Savings Fund Society
Delaware
$57.6M 337,432 +10,735 +3%
Prudential Financial
90
Prudential Financial
New Jersey
$57M 333,543 +79,245 +31%
B
91
Barings
North Carolina
$56M 327,813 – –
GI
92
Gradient Investments
Minnesota
$56M 327,773 -105,009 -24%
FFA
93
Fragasso Financial Advisors
Pennsylvania
$55.9M 327,435 +6,676 +2%
TC
94
Trilogy Capital
California
$55.6M 325,538 +42,756 +15%
AWMS
95
Advocacy Wealth Management Services
Georgia
$55.2M 323,473 +19,502 +6%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$54.5M 319,272 +70,997 +29%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$54.4M 318,661 -7,490 -2%
BWM
98
Baron Wealth Management
Michigan
$52.7M 308,831 +4,676 +2%
Truist Financial
99
Truist Financial
North Carolina
$52.6M 308,248 +33,187 +12%
VU
100
Valence8 US
Massachusetts
$51.4M 301,048 +19,290 +7%
2 3
4
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