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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 %
DWM
101
Dynasty Wealth Management
Florida
$51.2M 454,393 +219,899 +94%
SPIA
102
Steward Partners Investment Advisory
New York
$49.2M 288,088 +2,312 +0.8%
STA
103
Summit Trail Advisors
New York
$49.1M 287,799 +208,033 +261%
MPW
104
MA Private Wealth
California
$48.2M 282,150 -1,789 -0.6%
CA
105
Cambridge Associates
Massachusetts
$48.1M 281,659 +281,659 New
LC
106
Landaas & Company
Wisconsin
$48M 281,048 +40,461 +17%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$47.9M 280,600 +132,400 +89%
SHJ
108
Sharkey, Howes & Javer
Colorado
$47M 274,960 +60,465 +28%
RWP
109
RWA Wealth Partners
Massachusetts
$44.7M 261,785 +2,796 +1%
AI
110
Atria Investments
North Carolina
$44.3M 259,478 -5,647 -2%
GT
111
Glenmede Trust
Pennsylvania
$44M 257,436 +21,989 +9%
SP
112
Symmetry Partners
Connecticut
$43.7M 256,011 +146,977 +135%
FWIA
113
Fort Washington Investment Advisors
Ohio
$43.2M 252,751 +19,823 +9%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$42.2M 247,279 +7,501 +3%
AAS
115
Ameritas Advisory Services
Nebraska
$42.1M 246,385 +33,715 +16%
TWM
116
TMD Wealth Management
Arizona
$41.8M 244,979 +1,547 +0.6%
OCBCO
117
Oversea-Chinese Banking Corp (OCBC)
Singapore
$41.4M 242,390 +91,741 +61%
CL
118
Choreo LLC
Illinois
$40.9M 239,955 +17,978 +8%
SA
119
Scarborough Advisors
Maryland
$40.9M 239,446 +136,615 +133%
AllianceBernstein
120
AllianceBernstein
Tennessee
$40.4M 236,400 +16,889 +8%
LWA
121
Lineweaver Wealth Advisors
Ohio
$40.1M 234,797 +2,150 +0.9%
HCA
122
Heck Capital Advisors
Wisconsin
$39.8M 233,047 -27,129 -10%
SWP
123
Stratos Wealth Partners
Ohio
$39.5M 231,552 +25,255 +12%
UA
124
Unison Advisors
District of Columbia
$39.1M 228,996 -241,767 -51%
PA
125
Parallel Advisors
California
$37.7M 220,768 -317,121 -59%
3 4
5
6 7