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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 %
SFC
1201
Strategic Financial Concepts
Texas
$56K 623,541 +620,738 +22,145%
ANBT
1202
American National Bank & Trust
Texas
$49.7K 291 -4,085 -93%
TIM
1203
Thompson Investment Management
Wisconsin
$48.3K 283 -64 -18%
TFGT
1204
TS Financial Group (TSFG)
Illinois
$47K 278 – –
PA
1205
Pineridge Advisors
Missouri
$46.8K 274 -125 -31%
CWP
1206
Concord Wealth Partners
Virginia
$46.4K 272 -37 -12%
FWP
1207
FAS Wealth Partners
Kansas
$44.7K 261 -32 -11%
BBHC
1208
Brown Brothers Harriman & Co
New York
$44.6K 261 +29 +13%
OWA
1209
Opal Wealth Advisors
New York
$41.3K 242 +242 New
TF
1210
Tompkins Financial
New York
$40.6K 238 +238 New
PA
1211
PSI Advisors
Florida
$39.6K 232 – –
FMB
1212
Field & Main Bank
Kentucky
$39.6K 232 – –
AFS
1213
Annapolis Financial Services
Maryland
$38.3K 224 – –
AWM
1214
Abound Wealth Management
Tennessee
$38.1K 223 -15 -6%
PAI
1215
Pittenger & Anderson Inc
Nebraska
$37.2K 218 – –
TH
1216
TCTC Holdings
Texas
$36.7K 215 – –
UWS
1217
Unique Wealth Strategies
Illinois
$36.7K 223 +223 New
EPW
1218
Evergreen Private Wealth
Colorado
$35.3K 207 – –
PP
1219
PrairieView Partners
Minnesota
$34K 202 – –
GCM
1220
Gables Capital Management
Florida
$26.3K 154 – –
FPFS
1221
First Personal Financial Services
North Carolina
$25.6K 150 -335 -69%
WWM
1222
Wolff Wiese Magana
California
$24.8K 145 – –
LI
1223
LRI Investments
Florida
$24.2K 142 – –
BAM
1224
Bellevue Asset Management
Washington
$23.5K 137 +137 New
WT
1225
Whittier Trust
California
$22.2K 130 +130 New
47 48
49
50 51