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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
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
Ameriprise
Minnesota
$821M
3
HTC
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
LPL Financial
California
$2.35B
5
Morgan Stanley
Morgan Stanley
New York
$1.49B

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
Parallel Advisors
California
$37.7M
3
UA
Unison Advisors
District of Columbia
$39.1M
4
NAM
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1026
Koshinski Asset Management
Illinois
$319K +$72.8K +420 +30%
APW
1027
Acima Private Wealth
Virginia
$319K – – –
RAS
1028
RPS Advisory Solutions
Kentucky
$318K +$318K +1,865 New
WFC
1029
Western Financial Corp
California
$318K -$32.1K -188 -9%
RCAG
1030
Rehmann Capital Advisory Group
Michigan
$315K -$2.22K -13 -0.7%
MNA
1031
Manning & Napier Advisors
New York
$310K +$310K +1,817 New
HPC
1032
Hobart Private Capital
North Carolina
$309K -$284K -1,662 -48%
SC
1033
Scotia Capital
Ontario, Canada
$309K +$11.8K +69 +4%
SIA
1034
Schechter Investment Advisors
Michigan
$308K – – –
BFIM
1035
Beese Fulmer Investment Management
Ohio
$307K – – –
CB
1036
Cadence Bank
Mississippi
$306K -$342 -2 -0.1%
TA
1037
TKG Advisors
Indiana
$305K -$9.22K -54 -3%
UFA
1038
US Financial Advisors
Massachusetts
$304K -$3.07K -18 -1%
RIA
1039
Realta Investment Advisors
Delaware
$298K – – –
CIR
1040
Clear Investment Research
Georgia
$297K -$7.69K -45 -3%
CFS
1041
Commonwealth Financial Services
West Virginia
$296K -$2.08K -12 -0.7%
CWM
1042
Calamos Wealth Management
Illinois
$295K +$62.3K +365 +27%
SC
1043
Solstein Capital
California
$291K – – –
PMFA
1044
Plante Moran Financial Advisors
Michigan
$289K +$182K +1,068 +171%
CAS
1045
Coppell Advisory Solutions
Texas
$287K +$287K +1,678 New
TWP
1046
Triad Wealth Partners
Kansas
$286K -$22.2K -130 -7%
PWP
1047
Principle Wealth Partners
Connecticut
$286K – – –
AT
1048
Arlington Trust
Alabama
$285K +$167K +977 +141%
WANY
1049
Wealthspire Advisors (New York)
New York
$284K +$4.95K +29 +2%
PTCG
1050
Pring Turner Capital Group
California
$284K -$935K -5,477 -77%
40 41
42
43 44