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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 %
EWM
1126
Evermay Wealth Management
Virginia
$209K 1,223 – –
CC
1127
Courier Capital
New York
$208K 1,219 +1,219 New
MHR
1128
Matthew Hamilton Rosenberg
$208K 1,220 +1,120 +1,120%
BDF
1129
Black Diamond Financial
Maryland
$206K 1,208 +1,208 New
BCMO
1130
Buckingham Capital Management (Ohio)
Ohio
$206K 1,207 -107 -8%
FFG
1131
Frisch Financial Group
New York
$206K 1,207 +1,207 New
BSB
1132
Bangor Savings Bank
Maine
$205K 1,202 – –
CFAM
1133
Center For Asset Management
Florida
$205K 1,199 +1,199 New
RFG
1134
REAP Financial Group
Texas
$203K 1,188 -437 -27%
TWP
1135
TFO Wealth Partners
Ohio
$203K 1,188 – –
XWM
1136
Xcel Wealth Management
Florida
$202K 1,182 -105 -8%
M
1137
MOTCO
Texas
$201K 1,180 – –
PPW
1138
Presilium Private Wealth
Pennsylvania
$201K 1,178 +1,178 New
SSWM
1139
Strait & Sound Wealth Management
California
$201K 1,176 +1,176 New
HPC
1140
HM Payson & Co
Maine
$199K 1,167 -34 -3%
SFCL
1141
Strengthening Families & Communities LLC
Massachusetts
$194K 1,139 +1,139 New
TAM
1142
Tucker Asset Management
Colorado
$187K 1,093 -71 -6%
PPC
1143
Park Place Capital
Alabama
$185K 1,082 -1,456 -57%
SSB
1144
Sandy Spring Bank
Maryland
$182K 1,067 -271 -20%
BWP
1145
Baldwin Wealth Partners
Massachusetts
$178K 1,045 – –
CIA
1146
Cape Investment Advisory
Georgia
$178K 1,041 +102 +11%
WPWM
1147
Western Pacific Wealth Management
Illinois
$171K 1,000 – –
MIA
1148
Milestone Investment Advisors
Wisconsin
$171K 1,000 – –
FDCP
1149
Foster Dykema Cabot & Partners
Massachusetts
$165K 968 – –
FFA
1150
Founders Financial Alliance
North Carolina
$163K 956 – –
44 45
46
47 48