QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,468 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, 442 reducing their positions, and 66 closing their positions.

Holders
1,468
Holders Change
+111
Holders Change %
+8.18%
% of All Funds
19.55%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
3.41%
New
204
Increased
637
Reduced
442
Closed
66
Calls
$4.15M
Puts
$1.32M
Net Calls
+$2.83M
Net Calls Change
+$841K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
101
3EDGE Asset Management
Florida
$56.1M 315,091 -401,387 -56%
SPIA
102
Steward Partners Investment Advisory
New York
$55.1M 309,532 +7,620 +3%
4WM
103
49 Wealth Management
Texas
$54.4M 305,498 +61,484 +25%
BWM
104
Baron Wealth Management
Michigan
$54.1M 303,537 -439 -0.1%
SHJ
105
Sharkey, Howes & Javer
Colorado
$53.6M 300,912 +1,743 +0.6%
GA
106
Goldstein Advisors
Wisconsin
$52.5M 294,692 +12,656 +4%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$52.2M 293,241 -11,402 -4%
CA
108
Cambridge Associates
Massachusetts
$50.2M 281,659 – –
FWIA
109
Fort Washington Investment Advisors
Ohio
$49.4M 277,277 +4,121 +2%
PWMAG
110
Pinnacle Wealth Management Advisory Group
New Jersey
$46.9M 263,448 +6,173 +2%
SWP
111
Stratos Wealth Partners
Ohio
$46.8M 263,081 +516 +0.2%
SWA
112
Strategies Wealth Advisors
Michigan
$46.2M 250,931 +28,635 +13%
CW
113
CreativeOne Wealth
Kansas
$45.9M 257,945 +5,327 +2%
GT
114
Glenmede Trust
Pennsylvania
$45.7M 256,677 -24,301 -9%
OCBCO
115
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45.3M 254,185 -54 -0%
AI
116
Atria Investments
North Carolina
$44.7M 251,237 -14,978 -6%
MPW
117
MA Private Wealth
California
$43.8M 245,996 +3,712 +2%
EB
118
Eastern Bank
Massachusetts
$43M 241,568 +17,768 +8%
CSWG
119
Cardinal Strategic Wealth Guidance
Kentucky
$42.2M 237,114 +21,974 +10%
RWP
120
RWA Wealth Partners
Massachusetts
$42M 235,905 -29,312 -11%
LWA
121
Lineweaver Wealth Advisors
Ohio
$41.7M 234,113 -5,544 -2%
CL
122
Choreo LLC
Illinois
$41.6M 233,676 -2,313 -1%
B
123
Barings
North Carolina
$41.2M 231,218 +201,270 +672%
MRC
124
Millburn Ridgefield Corp
New York
$41.1M 230,726 +21,718 +10%
CCA
125
Catalyst Capital Advisors
New York
$41.1M 230,726 +21,718 +10%
3 4
5
6 7