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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 %
LSWP
1101
Liberty Square Wealth Partners
Pennsylvania
$376K +$376K +2,029 New
CAM
1102
CPA Asset Management
Florida
$370K +$178 +1 +0%
UF
1103
Univest Financial
Pennsylvania
$370K -$12.8K -72 -3%
GKWIM
1104
Gerber Kawasaki Wealth & Investment Management
California
$367K -$43.3K -243 -11%
CCM
1105
Carlson Capital Management
Minnesota
$367K – – –
DWAM
1106
Duncan Williams Asset Management
Tennessee
$366K +$366K +2,058 New
AWM
1107
Aprio Wealth Management
Georgia
$366K +$13.9K +78 +4%
CIA
1108
Cape Investment Advisory
Georgia
$362K -$21.7K -122 -6%
PWM
1109
Provident Wealth Management
Tennessee
$358K – – –
HPC
1110
Hobart Private Capital
North Carolina
$355K – – –
CG
1111
Corundum Group
Colorado
$355K +$124K +694 +53%
WMA
1112
Wealth Management Associates
New Jersey
$355K +$4.81K +27 +1%
CRC
1113
Curi RMB Capital
Illinois
$354K -$35.4K -199 -9%
WPP
1114
Whalerock Point Partners
Rhode Island
$352K – – –
NG
1115
Norden Group
Utah
$351K -$566K -3,177 -62%
CIBC World Market
1116
CIBC World Market
Ontario, Canada
$351K +$351K +1,970 New
AWC
1117
Adamsbrown Wealth Consultants
Kansas
$351K +$1.96K +11 +0.6%
FFC
1118
Frederick Financial Consultants
Maryland
$351K +$351K +1,969 New
OCM
1119
One Capital Management
California
$349K -$4.18M -23,475 -92%
MFG
1120
Mosaic Financial Group
Illinois
$349K – – –
CW
1121
Channel Wealth
California
$348K +$348K +1,956 New
PMFA
1122
Plante Moran Financial Advisors
Michigan
$347K +$7.12K +40 +2%
FDW
1123
Fourth Dimension Wealth
Ohio
$347K +$347K +1,950 New
Fisher Asset Management
1124
Fisher Asset Management
Washington
$347K +$5.52K +31 +2%
ZF
1125
Zhang Financial
Michigan
$345K +$4.27K +24 +1%
43 44
45
46 47