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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 %
MWM
1201
Maridea Wealth Management
New York
$274K +$274K +1,536 New
APWA
1202
Atlas Private Wealth Advisors
New Jersey
$272K +$356 +2 +0.1%
IWS
1203
Integrity Wealth Solutions
Colorado
$269K -$13.5K -76 -5%
HWA
1204
HHM Wealth Advisors
Tennessee
$269K -$26.7K -150 -9%
FWP
1205
Forefront Wealth Partners
Texas
$269K +$269K +1,510 New
PP
1206
Prosperity Planning
Missouri
$268K -$5.7K -32 -2%
FSC
1207
Full Sail Capital
Oklahoma
$268K – – –
FFA
1208
Founders Financial Alliance
North Carolina
$267K – – –
ESB
1209
Essex Savings Bank
Connecticut
$265K – – –
GCP
1210
GSA Capital Partners
United Kingdom
$263K +$263K +1,477 New
AF
1211
Advisornet Financial
Minnesota
$263K -$5.84M -32,804 -96%
NB
1212
NBT Bank
New York
$262K – – –
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$260K – – –
BDF
1214
Black Diamond Financial
Maryland
$260K +$31.5K +177 +14%
SYBT
1215
Stock Yards Bank & Trust
Kentucky
$259K -$12.6K -71 -5%
AFAS
1216
Acorn Financial Advisory Services
Virginia
$253K -$8.01K -45 -3%
SFS
1217
Symphony Financial Services
Ohio
$252K -$8.19K -46 -3%
UCB
1218
United Community Bank
South Carolina
$251K +$251K +1,410 New
ZIM
1219
Zacks Investment Management
Illinois
$250K +$22.6K +127 +10%
OCM
1220
Orion Capital Management
California
$250K – – –
CCMG
1221
Clark Capital Management Group
Pennsylvania
$249K -$31.7K -178 -11%
CNB
1222
Camden National Bank
Maine
$249K -$29.2K -164 -10%
CPCM
1223
Cardinal Point Capital Management
Ontario, Canada
$249K – – –
EWM
1224
Evermay Wealth Management
Virginia
$246K – – –
MA
1225
Mosaic Advisors
Texas
$246K +$246K +1,383 New
47 48
49
50 51