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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 %
CPG
1151
Cornerstone Planning Group
New Jersey
$161K 988 -367 -27%
T
1152
Tidemark
California
$157K 920 -176 -16%
BCV
1153
Banque Cantonale Vaudoise
Switzerland
$154K 900 – –
ACA
1154
American Capital Advisory
Idaho
$154K 1,045 -2,174 -68%
ST
1155
Smithfield Trust
Pennsylvania
$153K 893 +116 +15%
HBW
1156
Hazlett, Burt & Watson
West Virginia
$146K 853 +6 +0.7%
CB
1157
CNB Bank
Pennsylvania
$144K 843 – –
AIM
1158
Acropolis Investment Management
Missouri
$137K 800 – –
MPWT
1159
MassMutual Private Wealth & Trust
Connecticut
$132K 772 +142 +23%
EW
1160
Element Wealth
Mississippi
$129K 754 -51 -6%
HR
1161
Howe & Rusling
New York
$129K 753 -164 -18%
SWM
1162
Sanctuary Wealth Management
Idaho
$120K 701 – –
HWP
1163
Highline Wealth Partners
California
$116K 679 +49 +8%
CAM
1164
Creekmur Asset Management
Illinois
$115K 673 -148 -18%
AAP
1165
Arax Advisory Partners
Colorado
$111K 653 +1 +0.2%
IWP
1166
IAG Wealth Partners
Wisconsin
$109K 637 – –
SIM
1167
Studio Investment Management
Illinois
$108K 633 +633 New
NB
1168
NBT Bank
New York
$107K 627 -288 -31%
BF
1169
BOK Financial
Oklahoma
$107K 624 +243 +64%
IGWM
1170
ICA Group Wealth Management
Colorado
$106K 621 -13,611 -96%
ICM
1171
Islay Capital Management
Texas
$102K 600 – –
MA
1172
MCF Advisors
Kentucky
$101K 590 +366 +163%
USB
1173
Union Savings Bank
Connecticut
$99.6K 583 – –
JFA
1174
JNBA Financial Advisors
Minnesota
$98.7K 578 – –
CT
1175
Colonial Trust
South Carolina
$97.3K 570 – –
45 46
47
48 49