QUAL icon

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 %
NIA
1001
NIA Impact Advisors
California
$533K – – –
Vanguard Group
1002
Vanguard Group
Pennsylvania
$532K +$81K +455 +18%
RIM
1003
Rockbridge Investment Management
New York
$532K – – –
TNA
1004
True North Advisors
Texas
$530K +$530K +2,975 New
PAS
1005
PKS Advisory Services
New York
$529K +$529K +2,970 New
FNT
1006
First National Trust
Pennsylvania
$529K -$189K -1,060 -26%
Millennium Management
1007
Millennium Management
New York
$528K -$1.69M -9,464 -76%
MW
1008
Marcum Wealth
Ohio
$527K – – –
ACI
1009
Alpha Cubed Investments
California
$524K +$16.2K +91 +3%
FWCM
1010
Ferguson Wellman Capital Management
Oregon
$524K – – –
WWM
1011
Waterway Wealth Management
Texas
$521K – – –
EWA
1012
Etesian Wealth Advisors
Oregon
$521K +$8.01K +45 +2%
PCG
1013
Prosperity Consulting Group
Maryland
$519K -$1.29M -7,272 -71%
IPWA
1014
International Private Wealth Advisors
California
$516K +$516K +2,900 New
FA
1015
Fiduciary Alliance
South Carolina
$512K -$21.4K -120 -4%
JFG
1016
JDM Financial Group
Texas
$511K +$339K +1,906 +198%
HWA
1017
HCR Wealth Advisors
California
$505K +$224K +1,260 +80%
ARC
1018
Advisor Resource Council
Texas
$501K +$501K +2,816 New
EWA
1019
Elevate Wealth Advisory
Georgia
$501K +$129K +724 +35%
OWP
1020
ORG Wealth Partners
Texas
$498K -$208K -1,170 -30%
LT
1021
Legacy Trust
Michigan
$494K – – –
VW
1022
Veridan Wealth
Oregon
$494K +$494K +2,705 New
GBWM
1023
Granite Bay Wealth Management
New Hampshire
$493K -$28.8K -162 -6%
TW
1024
TritonPoint Wealth
Maryland
$493K -$19.2K -108 -4%
WA
1025
Waddell & Associates
Tennessee
$488K -$16K -90 -3%
39 40
41
42 43