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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 %
GWM
1101
GDS Wealth Management
Texas
$232K 1,356 +1,356 New
IF
1102
Integrity Financial
Wyoming
$230K 1,348 +4 +0.3%
LG
1103
Leuthold Group
Minnesota
$227K 1,328 -1 -0.1%
CA
1104
Crewe Advisors
Utah
$226K 1,324 +14 +1%
PMG
1105
ProVise Management Group
Florida
$226K 1,321 -461 -26%
CP
1106
Creekside Partners
California
$223K 1,308 +1,308 New
DWP
1107
Daymark Wealth Partners
Ohio
$223K 1,307 -3 -0.2%
BCM
1108
Becker Capital Management
Oregon
$223K 1,305 – –
CFS
1109
Cannon Financial Strategists
Georgia
$222K 1,302 – –
FFA
1110
First Foundation Advisors
California
$222K 1,301 +1,301 New
CG
1111
Corundum Group
Colorado
$222K 1,300 – –
PA
1112
Procyon Advisors
Connecticut
$221K 1,293 +1,293 New
OPCM
1113
Osborne Partners Capital Management
California
$219K 1,280 – –
1WA
1114
180 Wealth Advisors
Washington
$214K 1,237 -173 -12%
MA
1115
MBA Advisors
Pennsylvania
$214K 1,252 -28 -2%
PBF
1116
Petix & Botte Financial
California
$214K 1,252 -16 -1%
BTWM
1117
Brass Tax Wealth Management
Ohio
$213K 1,250 +1,250 New
CWM
1118
Congress Wealth Management
Massachusetts
$213K 1,245 -346 -22%
DCM
1119
DGS Capital Management
New Jersey
$212K 1,239 +1,239 New
Neuberger Berman Group
1120
Neuberger Berman Group
New York
$211K 1,237 +1,237 New
MAG
1121
M3 Advisory Group
Massachusetts
$211K 1,234 – –
AAMA
1122
Advanced Asset Management Advisors
Ohio
$211K 1,233 -120 -9%
GC
1123
Garde Capital
Washington
$210K 1,230 – –
MGIA
1124
Moneta Group Investment Advisors
Missouri
$210K 1,227 -431 -26%
SAW
1125
Signal Advisors Wealth
Michigan
$209K 1,225 -37,756 -97%
43 44
45
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