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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 %
MIFH
976
Migdal Insurance & Financial Holdings
Israel
$576K -$124K -694 -18%
VFPW
977
Vantage Financial Partners (Wisconsin)
Wisconsin
$574K -$463K -2,600 -45%
GJWM
978
Gilliland Jeter Wealth Management
Arkansas
$573K +$138K +774 +32%
IAIM
979
International Assets Investment Management
Florida
$572K +$572K +3,223 New
LSIA
980
LaSalle St. Investment Advisors
Illinois
$572K +$41.6K +234 +8%
HFO
981
Heritage Family Offices
Arizona
$569K +$67.6K +380 +13%
S
982
Sachetta
Massachusetts
$567K +$3.03K +17 +0.5%
OWA
983
Octavia Wealth Advisors
Ohio
$566K +$20.1K +113 +4%
LFG
984
Larson Financial Group
Missouri
$563K -$61.3K -344 -10%
OWM
985
Opes Wealth Management
California
$562K +$562K +3,156 New
ML
986
McAdam LLC
Pennsylvania
$557K -$65K -365 -10%
OLVIG
987
Oliver Lagore Vanvalin Investment Group
Michigan
$555K -$1.78K -10 -0.3%
AIM
988
Anchor Investment Management
South Carolina
$552K – – –
GA
989
Geller Advisors
New York
$549K – – –
PWPS
990
Pinnacle Wealth Planning Services
Ohio
$549K +$549K +3,083 New
FWM
991
FSR Wealth Management
Illinois
$548K +$548K +3,075 New
FFA
992
Fortune Financial Advisors
Kansas
$545K +$178 +1 +0%
ACP
993
Aveo Capital Partners
Colorado
$545K +$73.4K +412 +16%
CSPIA
994
Cary Street Partners Investment Advisory
Virginia
$544K -$13.4K -75 -2%
IA
995
Inspire Advisors
Idaho
$539K +$27.4K +154 +5%
CCM
996
Crew Capital Management
Ohio
$538K +$538K +3,022 New
FF
997
Farnam Financial
Arizona
$535K -$19.2K -108 -3%
MA
998
MJP Associates
Connecticut
$534K +$149K +838 +39%
AO
999
Advisor OS
Illinois
$534K +$149K +838 +39%
FFG
1000
First Financial Group
North Carolina
$533K +$533K +2,995 New
38 39
40
41 42