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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 %
ETS
1251
ESL Trust Services
New York
$8.2K 48 – –
FCAS
1252
First Command Advisory Services
Texas
$7.34K 43 -81 -65%
MFT
1253
Moisand Fitzgerald Tamayo
Florida
$7.34K 43 +43 New
VWA
1254
Valued Wealth Advisors
Utah
$6.66K 39 – –
AWA
1255
Alaska Wealth Advisors
Alaska
$5.98K 35 – –
EDRH
1256
Edmond de Rothschild Holding
Switzerland
$5.98K 35 +35 New
WOSD
1257
WFA of San Diego
California
$5.81K 34 +34 New
YDMI
1258
Y.D. More Investments
Israel
$5.42K 32 – –
FIA
1259
FPC Investment Advisory
California
$4.85K 28 +28 New
PFM
1260
Phillips Financial Management
Indiana
$4.12K 24 – –
WCM
1261
Winthrop Capital Management
Indiana
$4K 25 – –
RWMG
1262
Redwood Wealth Management Group
New Jersey
$3.93K 23 +23 New
VF
1263
VitalStone Financial
Texas
$3.42K 20 – –
HFA
1264
Hershey Financial Advisers
Pennsylvania
$3.42K 20 +20 New
FG
1265
Fairman Group
Pennsylvania
$3.24K 19 – –
CJ
1266
Caitlin John
Michigan
$3.07K 18 – –
EWP
1267
Elevation Wealth Partners
California
$2.94K 17 – –
SL
1268
Salomon & Ludwin
Virginia
$2.73K 16 – –
PWMG
1269
Prestige Wealth Management Group
New Jersey
$2.56K 15 – –
JHCP
1270
Jackson Hole Capital Partners
Oklahoma
$2.56K 15 – –
FPF
1271
First Pacific Financial
Washington
$2.39K 14 -12 -46%
RMC
1272
Resources Management Corp
Connecticut
$2K 9 – –
MFC
1273
Morris Financial Concepts
South Carolina
$1.88K 11 – –
AIC
1274
Archer Investment Corporation
Indiana
$1.79K 11 -52 -83%
SRCM
1275
Signature Resources Capital Management
California
$1.71K 10 – –
49 50
51
52 53