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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 %
HWA
1051
HHM Wealth Advisors
Tennessee
$283K – – –
EB
1052
Exchange Bank
California
$283K +$36.9K +216 +15%
KFC
1053
Klingenstein Fields & Co
New York
$283K – – –
GGS
1054
Galvin Gaustad & Stein
Arizona
$282K +$282K +1,650 New
AL
1055
Aspiriant LLC
California
$281K – – –
RWM
1056
Ritholtz Wealth Management
New York
$279K +$279K +1,632 New
GI
1057
GAMMA Investing
California
$275K +$76.3K +447 +38%
RZH
1058
Relyea Zuckerberg Hanson
Connecticut
$275K – – –
FWP
1059
Falcon Wealth Planning
California
$275K +$15.7K +92 +6%
GC
1060
Grimes & Company
Massachusetts
$274K +$274K +1,607 New
PS
1061
Planned Solutions
California
$274K +$65.2K +382 +31%
TWM
1062
Tolleson Wealth Management
Texas
$274K -$6.99K -41 -2%
WFAG
1063
Wescott Financial Advisory Group
Pennsylvania
$274K +$274K +1,603 New
AWM
1064
Able Wealth Management
New Jersey
$272K +$8.54K +50 +3%
CA
1065
Cambridge Advisors
Nebraska
$271K +$512 +3 +0.2%
IWS
1066
Integrity Wealth Solutions
Colorado
$271K +$171 +1 +0.1%
MWM
1067
Mascoma Wealth Management
New Hampshire
$268K -$200K -1,169 -43%
WP
1068
WMS Partners
Maryland
$268K -$3.42K -20 -1%
PGAM
1069
Princeton Global Asset Management
New Jersey
$268K +$68.5K +401 +34%
OCM
1070
Orion Capital Management
California
$267K – – –
FRA
1071
Frank Rimerman Advisors
California
$265K – – –
CTA
1072
Colonial Trust Advisors
South Carolina
$265K +$20.3K +119 +8%
SFP
1073
Sterling Financial Planning
New Jersey
$264K -$119K -699 -31%
ACS
1074
Archford Capital Strategies
Illinois
$262K – – –
SFS
1075
Symphony Financial Services
Ohio
$261K +$261K +1,509 New
41 42
43
44 45