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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
$3B
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
$1.17B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.19B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M

Top Sellers

1
HI
Horizon Investments
North Carolina
$196M
2
BL
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$239M
5
3AM
3EDGE Asset Management
Florida
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1176
Smithfield Trust
Pennsylvania
$290K +$131K +737 +83%
CFGW
1177
Chancellor Financial Group WB
Pennsylvania
$289K +$289K +1,624 New
LCWP
1178
Legacy Capital Wealth Partners
Arkansas
$289K -$22.4K -126 -7%
AT
1179
Arlington Trust
Alabama
$288K – – –
GG
1180
Greenwood Gearhart
Arkansas
$287K -$178K -1,000 -38%
RZH
1181
Relyea Zuckerberg Hanson
Connecticut
$287K – – –
CL
1182
CVFG LLC
Indiana
$286K +$286K +1,606 New
TWM
1183
Tolleson Wealth Management
Texas
$286K – – –
LWM
1184
LongView Wealth Management
Georgia
$286K +$286K +1,604 New
SAM
1185
Strategy Asset Managers
California
$286K -$4.99K -28 -2%
CB
1186
Cadence Bank
Mississippi
$284K -$28.5K -160 -9%
DACG
1187
Donor Advised Charitable Giving
California
$282K +$52.5K +295 +23%
SIAS
1188
Summit Investment Advisory Services
Minnesota
$282K +$712 +4 +0.3%
BWL
1189
Beacon Wealthcare LLC
North Carolina
$282K -$2.49K -14 -0.9%
CA
1190
Cambridge Advisors
Nebraska
$281K -$2.49K -14 -0.9%
FIM
1191
FWL Investment Management
Texas
$280K – – –
SIC
1192
Sterling Investment Counsel
New York
$278K -$192K -1,080 -41%
WHCI
1193
W.H. Cornerstone Investments
Massachusetts
$277K +$356 +2 +0.1%
W
1194
Wealthquest
Ohio
$277K -$85.1K -478 -23%
SAM
1195
Secure Asset Management
Michigan
$277K +$4.45K +25 +2%
CTA
1196
Colonial Trust Advisors
South Carolina
$277K +$2.49K +14 +0.9%
GC
1197
Grimes & Company
Massachusetts
$277K -$10.5K -59 -4%
FRA
1198
Frank Rimerman Advisors
California
$276K – – –
ACS
1199
Archford Capital Strategies
Illinois
$275K +$2.14K +12 +0.8%
OPWM
1200
Oregon Pacific Wealth Management
Oregon
$275K +$275K +1,543 New
46 47
48
49 50