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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.

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
SA
5
Sanctuary Advisors
Indiana
$109M

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 Market Value Shares Shares
Change 		Shares
Change %
OPWM
1076
Oxinas Partners Wealth Management
Indiana
$261K 1,528 -38 -2%
GL
1077
Graypoint LLC
New York
$258K 1,513 +1,513 New
FSC
1078
Full Sail Capital
Oklahoma
$257K 1,504 – –
HBWM
1079
Hollow Brook Wealth Management
New York
$256K 1,499 – –
WC
1080
Whitney & Co
New York
$255K 1,491 -10 -0.7%
AFAS
1081
Acorn Financial Advisory Services
Virginia
$254K 1,488 +1,488 New
LW
1082
Linscomb Wealth
Texas
$254K 1,487 -413 -22%
ESB
1083
Essex Savings Bank
Connecticut
$254K 1,487 -232 -13%
MCM
1084
Maple Capital Management
Vermont
$251K 1,469 +1,469 New
CHA
1085
Carmichael Hill & Associates
Maryland
$250K 1,465 +242 +20%
Kayne Anderson Rudnick Investment Management
1086
Kayne Anderson Rudnick Investment Management
California
$249K 1,462 – –
APWA
1087
Atlas Private Wealth Advisors
New Jersey
$249K 1,458 +1,458 New
SYBT
1088
Stock Yards Bank & Trust
Kentucky
$248K 1,452 -100 -6%
PP
1089
Prosperity Planning
Missouri
$248K 1,452 -33 -2%
CBC
1090
Coombe, Bender & Co
New York
$247K 1,448 +1,448 New
CDH
1091
Charles D. Hyman
$247K 1,445 – –
BW
1092
Bison Wealth
Georgia
$244K 1,487 – –
SAM
1093
Strategy Asset Managers
California
$244K 1,809 +106 +6%
CSWM
1094
Cassady Schiller Wealth Management
Ohio
$242K 1,419 -2,453 -63%
CICC
1095
Capital Investment Counsel (Colorado)
Colorado
$241K 1,411 -140 -9%
CPCM
1096
Cardinal Point Capital Management
Ontario, Canada
$239K 1,397 – –
LEFP
1097
Leading Edge Financial Planning
Tennessee
$237K 1,389 +45 +3%
VC
1098
Veracity Capital
Georgia
$237K 1,386 -902 -39%
SIA
1099
SkyView Investment Advisors
New Jersey
$236K 1,383 +1,383 New
HWA
1100
HCR Wealth Advisors
California
$234K 1,373 +1,373 New
42 43
44
45 46