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 %
RG
1026
Rathbones Group
United Kingdom
$486K -$37.6K -211 -7%
DIM
1027
Delta Investment Management
California
$483K +$3.56K +20 +0.7%
Squarepoint
1028
Squarepoint
New York
$482K -$501K -2,815 -51%
AWM
1029
Avior Wealth Management
Nebraska
$480K +$113K +634 +31%
FA
1030
Fermata Advisors
California
$480K -$356 -2 -0.1%
SFC
1031
SYM Financial Corp
Indiana
$480K +$4.45K +25 +0.9%
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$479K +$1.25K +7 +0.3%
BHPW
1033
Beverly Hills Private Wealth
California
$479K -$49.3K -277 -9%
CWC
1034
Carolinas Wealth Consulting
North Carolina
$478K +$1.25K +7 +0.3%
AB
1035
Atlas Brown
Kentucky
$476K +$1.43K +8 +0.3%
KAM
1036
Kraft Asset Management
Tennessee
$474K – – –
DI
1037
Disciplined Investments
Oklahoma
$471K – – –
JWM
1038
JPL Wealth Management
Colorado
$471K +$471K +2,642 New
BP
1039
BBR Partners
New York
$470K – – –
VFG
1040
Victory Financial Group
Texas
$463K +$463K +2,599 New
HCA
1041
Horan Capital Advisors
Ohio
$462K – – –
DTC
1042
Davidson Trust Company
Washington
$461K -$18.9K -106 -4%
LSA
1043
Lansing Street Advisors
Pennsylvania
$461K +$1.43K +8 +0.3%
QP
1044
Quartz Partners
New York
$460K -$75K -421 -14%
FPCP
1045
Fort Point Capital Partners
California
$459K – – –
MAS
1046
Meeder Advisory Services
Ohio
$459K -$18K -101 -4%
ZB
1047
Zions Bancorporation
Utah
$459K – – –
WJA
1048
Willis Johnson & Associates
Texas
$459K -$64.8K -364 -12%
GPA
1049
Guerra Pan Advisors
New Jersey
$459K – – –
CWM
1050
Calamos Wealth Management
Illinois
$457K +$24.8K +139 +6%
40 41
42
43 44