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 %
EP
1076
Edgestream Partners
New Jersey
$414K -$387K -2,174 -48%
LWL
1077
Leo Wealth LLC
Texas
$413K – – –
FFA
1078
Florida Financial Advisors
Florida
$412K +$11.8K +66 +3%
HOWA
1079
Heritage Oak Wealth Advisors
Florida
$411K +$411K +2,308 New
MNA
1080
Manning & Napier Advisors
New York
$410K +$19.8K +111 +5%
FWM
1081
Fairhaven Wealth Management
Illinois
$408K – – –
BPWM
1082
Badgley Phelps Wealth Managers
Washington
$407K -$39.2K -220 -9%
CA
1083
CapWealth Advisors
Tennessee
$404K – – –
RAS
1084
RPS Advisory Solutions
Kentucky
$402K – – –
ADL
1085
Asset Dedication LLC
California
$402K -$4.27K -24 -1%
AIM
1086
Advyzon Investment Management
Illinois
$396K +$396K +2,226 New
Neuberger Berman Group
1087
Neuberger Berman Group
New York
$393K +$109K +610 +38%
TWM
1088
TCFG Wealth Management
California
$393K +$6.59K +37 +2%
CFG
1089
Citizens Financial Group
Rhode Island
$390K +$1.96K +11 +0.5%
KFI
1090
Key Financial Inc
Pennsylvania
$388K +$29.2K +164 +8%
KFG
1091
Kingdom Financial Group
Arizona
$388K -$1.6K -9 -0.4%
ACM
1092
Advance Capital Management
Michigan
$386K +$32.2K +181 +9%
MSFS
1093
Main Street Financial Solutions
Pennsylvania
$386K +$386K +2,168 New
MFIM
1094
Mesirow Financial Investment Management
Illinois
$386K -$4.1K -23 -1%
BZWA
1095
Blue Zone Wealth Advisors
California
$385K +$5.52K +31 +1%
PTC
1096
Philadelphia Trust Company
Pennsylvania
$384K +$13.9K +78 +4%
JWM
1097
JGP Wealth Management
Oregon
$383K +$383K +2,151 New
SM
1098
Sensible Money
Arizona
$382K +$534 +3 +0.1%
KA
1099
Klingman & Associates
New York
$376K +$29K +163 +8%
A
1100
Argentarii
Ohio
$376K +$376K +2,113 New
42 43
44
45 46