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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 %
BFIM
1151
Beese Fulmer Investment Management
Ohio
$321K – – –
KCM
1152
Kendall Capital Management
Maryland
$321K +$321K +1,800 New
HTHT
1153
Hemenway Trust Hemenway Trust
New Hampshire
$318K -$17.8K -100 -5%
IAS
1154
Insigneo Advisory Services
Florida
$316K -$89.6K -503 -22%
WFC
1155
Western Financial Corp
California
$315K -$8.55K -48 -3%
AW
1156
Avion Wealth
Texas
$315K – – –
VC
1157
Veracity Capital
Georgia
$315K +$70.7K +397 +29%
CIR
1158
Clear Investment Research
Georgia
$315K +$2.14K +12 +0.7%
CFP
1159
Catalyst Financial Partners
Massachusetts
$311K +$64.5K +362 +26%
CWS
1160
Confluence Wealth Services
Pennsylvania
$311K -$40.1K -217 -11%
TA
1161
TKG Advisors
Indiana
$310K -$7.73K -42 -2%
GI
1162
GAMMA Investing
California
$307K +$9.79K +55 +3%
CWM
1163
Congress Wealth Management
Massachusetts
$307K +$891 +5 +0.3%
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$306K -$22.4K -126 -7%
NGA
1165
Naples Global Advisors
Florida
$305K +$305K +1,713 New
SC
1166
Solstein Capital
California
$303K – – –
AWA
1167
Authentikos Wealth Advisory
California
$303K +$23.7K +133 +8%
CAS
1168
Coppell Advisory Solutions
Texas
$303K +$34.6K +194 +13%
OPWM
1169
Oxinas Partners Wealth Management
Indiana
$302K +$29.2K +164 +11%
SFP
1170
Sterling Financial Planning
New Jersey
$300K +$26.9K +151 +10%
CPRC
1171
Consolidated Portfolio Review Corp
New York
$296K +$296K +1,662 New
KFC
1172
Klingenstein Fields & Co
New York
$295K – – –
WFAG
1173
Wescott Financial Advisory Group
Pennsylvania
$294K -$6.06K -34 -2%
CIA
1174
Cascade Investment Advisors
Oregon
$293K +$293K +1,645 New
RWM
1175
Ritholtz Wealth Management
New York
$291K – – –
45 46
47
48 49