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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 %
Financial Engines Advisors
1126
Financial Engines Advisors
California
$345K +$44.7K +251 +15%
MA
1127
Montag & Associates
Georgia
$345K – – –
CFA
1128
CWS Financial Advisors
Michigan
$342K – – –
LFAS
1129
Level Four Advisory Services
Texas
$342K +$39.7K +223 +13%
SIMG
1130
Sonora Investment Management Group
Arizona
$338K -$23.9K -134 -7%
HAS
1131
HBW Advisory Services
California
$337K -$1.78K -10 -0.5%
Qube Research & Technologies (QRT)
1132
Qube Research & Technologies (QRT)
United Kingdom
$335K -$172K -964 -34%
TKP
1133
Tallon Kerry Patrick
$334K +$334K +1,883 New
PRTG
1134
Post Resch Tallon Group
New York
$334K +$334K +1,883 New
SIC
1135
Salem Investment Counselors
North Carolina
$334K – – –
CIP
1136
Capital Insight Partners
Arizona
$334K +$33.5K +188 +11%
CAM
1137
Clark Asset Management
New Hampshire
$334K +$334K +1,873 New
LA
1138
LVW Advisors
New York
$333K +$333K +1,871 New
CCA
1139
Criterion Capital Advisors
Tennessee
$333K – – –
APW
1140
Acima Private Wealth
Virginia
$332K – – –
AL
1141
Aspiriant LLC
California
$329K +$36.3K +204 +12%
BWM
1142
BCS Wealth Management
Tennessee
$327K +$327K +1,838 New
GGS
1143
Galvin Gaustad & Stein
Arizona
$327K +$18K +101 +6%
QWM
1144
Quadcap Wealth Management
Texas
$325K -$95.1K -534 -23%
WP
1145
WMS Partners
Maryland
$324K +$44.9K +252 +16%
SFS
1146
Sharp Financial Services
Pennsylvania
$324K +$35.3K +198 +12%
PWMG
1147
Pinnacle Wealth Management Group
Michigan
$324K – – –
PWP
1148
Principle Wealth Partners
Connecticut
$322K +$23.5K +132 +8%
SIA
1149
Schechter Investment Advisors
Michigan
$321K – – –
UFA
1150
US Financial Advisors
Massachusetts
$321K – – –
44 45
46
47 48