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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,469 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, 443 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
+112
Holders Change %
+8.25%
% of All Funds
19.56%
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
443
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 %
EWA
1226
Evolution Wealth Advisors
Florida
$245K – – –
SP
1227
Sequent Planning
Nebraska
$244K +$15K +84 +7%
AWM
1228
Able Wealth Management
New Jersey
$244K -$7.3K -41 -3%
BOSSRA
1229
B.O.S.S. Retirement Advisors
Utah
$242K +$242K +1,357 New
LEFP
1230
Leading Edge Financial Planning
Tennessee
$239K – – –
PWP
1231
Prasad Wealth Partners
Ohio
$238K +$238K +1,339 New
TI
1232
Truepoint Inc
Ohio
$234K +$234K +1,316 New
PWM
1233
PBMares Wealth Management
Virginia
$234K +$2.32K +13 +1%
PCM
1234
Permanent Capital Management
Illinois
$233K +$233K +1,310 New
FWP
1235
Falcon Wealth Planning
California
$233K -$26.4K -148 -10%
MCM
1236
Morton Capital Management
California
$233K +$178 +1 +0.1%
CP
1237
Creekside Partners
California
$233K – – –
BCM
1238
Becker Capital Management
Oregon
$232K – – –
KFP
1239
KMG Fiduciary Partners
Ohio
$232K +$232K +1,304 New
CFS
1240
Cannon Financial Strategists
Georgia
$232K – – –
MCM
1241
Maple Capital Management
Vermont
$230K – – –
OWMIAS
1242
One Wealth Management Investment & Advisory Services
Florida
$230K -$7.48K -42 -3%
CA
1243
Crewe Advisors
Utah
$229K -$6.59K -37 -3%
FWM
1244
Foguth Wealth Management
Michigan
$229K +$229K +1,244 New
CIC
1245
Chilton Investment Company
Connecticut
$229K – – –
EI
1246
Ethic Inc
New York
$228K +$228K +1,281 New
OPCM
1247
Osborne Partners Capital Management
California
$228K -$149K -837 -40%
GJIA
1248
Glass Jacobson Investment Advisors
Maryland
$227K +$64.5K +362 +40%
IF
1249
Integrity Financial
Wyoming
$227K -$5.17K -29 -2%
CFG
1250
Copley Financial Group
California
$227K +$13.5K +76 +6%
48 49
50
51 52