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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,468 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, 442 reducing their positions, and 66 closing their positions.

Holders
1,468
Holders Change
+111
Holders Change %
+8.18%
% of All Funds
19.55%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
3.41%
New
204
Increased
637
Reduced
442
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
76
Howard Financial Services
Texas
$81M 454,955 +17,186 +4%
BAAM
77
Baker Avenue Asset Management
California
$77M 432,354 -31,290 -7%
UB
78
UMB Bank
Missouri
$76.6M 430,332 +32,536 +8%
APW
79
Austin Private Wealth
Texas
$75.6M 424,339 +9,119 +2%
CHP
80
Cable Hill Partners
Oregon
$74.4M 417,816 +7,227 +2%
PA
81
Pinnacle Associates
New York
$73.5M 412,727 +37,623 +10%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$72.5M 406,894 +1,329 +0.3%
SF
83
Synovus Financial
Georgia
$71.6M 402,217 +2,667 +0.7%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$71M 398,770 +7,476 +2%
SC
85
Schoolcraft Capital
Colorado
$70.5M 396,032 -4,988 -1%
US Bancorp
86
US Bancorp
Minnesota
$68.8M 386,400 -11,796 -3%
AWMS
87
Advocacy Wealth Management Services
Georgia
$65.4M 367,169 +18,509 +5%
Franklin Resources
88
Franklin Resources
California
$65.3M 366,432 -155,739 -30%
SWP
89
Sagespring Wealth Partners
Tennessee
$62.5M 351,020 +351,020 New
STA
90
Summit Trail Advisors
New York
$62.2M 349,459 +14,398 +4%
LC
91
Landaas & Company
Wisconsin
$60.9M 342,221 +25,136 +8%
Truist Financial
92
Truist Financial
North Carolina
$60.6M 340,343 +31,260 +10%
GI
93
Gradient Investments
Minnesota
$60.5M 339,539 +7,455 +2%
WSFS
94
Wilmington Savings Fund Society
Delaware
$59.7M 335,395 +6,366 +2%
FA
95
Financial Advisors
Massachusetts
$59.6M 334,428 -3,803 -1%
VU
96
Valence8 US
Massachusetts
$58.2M 326,910 -10,562 -3%
TC
97
Trilogy Capital
California
$57.6M 323,682 -3,950 -1%
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
$57.2M 321,077 +2,097 +0.7%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$56.8M 318,748 +3,849 +1%
AAS
100
Ameritas Advisory Services
Nebraska
$56.1M 315,093 +68,835 +28%
2 3
4
5 6