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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 %
CNBTD
1051
Citizens National Bank Trust Department
Mississippi
$452K – – –
SLWA
1052
San Luis Wealth Advisors
California
$452K -$7.13K -40 -2%
EW
1053
Evoke Wealth
California
$448K +$108K +605 +32%
BFA
1054
Beaumont Financial Advisors
Massachusetts
$446K +$36.3K +204 +9%
RWM
1055
Riverbend Wealth Management
South Carolina
$443K +$443K +2,484 New
HIA
1056
Harbor Investment Advisory
Maryland
$442K – – –
LRPA
1057
L. Roy Papp & Associates
Arizona
$441K – – –
CSP
1058
Cary Street Partners
Virginia
$440K +$440K +2,468 New
CAAS
1059
Capital Asset Advisory Services
Michigan
$439K +$5.02K +28 +1%
AWM
1060
Accurate Wealth Management
Florida
$437K -$133K -757 -23%
DWG
1061
Darden Wealth Group
Michigan
$436K -$13K -73 -3%
KBFS
1062
Kohmann Bosshard Financial Services
Ohio
$432K +$6.77K +38 +2%
SWMG
1063
Sanchez Wealth Management Group
Florida
$432K +$432K +2,424 New
CCA
1064
Clearwater Capital Advisors
Illinois
$431K -$40.2K -226 -9%
SSWM
1065
Strait & Sound Wealth Management
California
$429K +$32.2K +181 +8%
LIA
1066
LS Investment Advisors
Michigan
$428K – – –
WA
1067
Win Advisors
Florida
$427K +$427K +2,395 New
LWM
1068
Lodestone Wealth Management
Washington
$426K – – –
GAM
1069
Gemmer Asset Management
California
$425K – – –
FB
1070
Fulton Bank
Pennsylvania
$424K – – –
WCM
1071
Winebrenner Capital Management
Kentucky
$424K +$424K +2,381 New
TCOV
1072
Trust Company of Vermont
Vermont
$422K -$12.1K -68 -3%
IBOK
1073
Independence Bank of Kentucky
Kentucky
$422K +$39.5K +222 +10%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$417K +$8.55K +48 +2%
EB
1075
Exchange Bank
California
$415K +$26.4K +148 +7%
41 42
43
44 45