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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 %
GCP
1001
GSA Capital Partners
United Kingdom
$344K +$8.38K +49 +2%
PWM
1002
Provident Wealth Management
Tennessee
$344K +$344K +2,012 New
MAS
1003
Meeder Advisory Services
Ohio
$343K +$343K +2,011 New
WMA
1004
Wealth Management Associates
New Jersey
$343K – – –
PTC
1005
Philadelphia Trust Company
Pennsylvania
$342K -$171K -1,000 -33%
EWA
1006
Elevate Wealth Advisory
Georgia
$342K +$3.76K +22 +1%
FFA
1007
Florida Financial Advisors
Florida
$340K – – –
WPP
1008
Whalerock Point Partners
Rhode Island
$337K – – –
AWM
1009
Aprio Wealth Management
Georgia
$337K – – –
QWM
1010
Quadcap Wealth Management
Texas
$336K – – –
MFG
1011
Mosaic Financial Group
Illinois
$334K – – –
PWMG
1012
Pinnacle Wealth Management Group
Michigan
$333K +$17.1K +100 +5%
CCA
1013
Criterion Capital Advisors
Tennessee
$333K +$146K +855 +78%
Fisher Asset Management
1014
Fisher Asset Management
Washington
$331K -$228K -1,334 -41%
GJWM
1015
Gilliland Jeter Wealth Management
Arkansas
$331K +$108K +634 +49%
MA
1016
Montag & Associates
Georgia
$331K – – –
GTAM
1017
Global Trust Asset Management
Florida
$330K – – –
CFA
1018
CWS Financial Advisors
Michigan
$328K – – –
ZF
1019
Zhang Financial
Michigan
$327K – – –
KA
1020
Klingman & Associates
New York
$326K – – –
AWC
1021
Adamsbrown Wealth Consultants
Kansas
$326K +$2.56K +15 +0.8%
PIA
1022
Pinion Investment Advisors
Kansas
$325K +$325K +1,902 New
HTHT
1023
Hemenway Trust Hemenway Trust
New Hampshire
$322K – – –
SIC
1024
Salem Investment Counselors
North Carolina
$321K -$211K -1,236 -40%
LFAS
1025
Level Four Advisory Services
Texas
$320K -$665K -3,895 -67%
39 40
41
42 43