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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
BAG
1251
Bridgewealth Advisory Group
California
$227K +$227K +1,221 New
LG
1252
Leuthold Group
Minnesota
$227K -$9.97K -56 -4%
TIA
1253
Traphagen Investment Advisors
New Jersey
$226K -$4.63K -26 -2%
EW
1254
Element Wealth
Mississippi
$225K +$85.3K +479 +61%
CSWM
1255
Cassady Schiller Wealth Management
Ohio
$222K -$31.2K -175 -12%
MHR
1256
Matthew Hamilton Rosenberg
$221K +$10.5K +59 +5%
AA
1257
ArborFi Advisors
Michigan
$221K +$221K +1,241 New
1WA
1258
180 Wealth Advisors
Washington
$220K -$1.25K -7 -0.6%
MAG
1259
M3 Advisory Group
Massachusetts
$220K +$178 +1 +0.1%
GC
1260
Garde Capital
Washington
$219K – – –
FCA
1261
Fortis Capital Advisors
Kansas
$219K +$13.5K +76 +7%
TWP
1262
TFO Wealth Partners
Ohio
$218K – – –
FTWA
1263
Fifth Third Wealth Advisors
Ohio
$217K +$217K +1,218 New
MGIA
1264
Moneta Group Investment Advisors
Missouri
$216K +$216K +1,214 New
WC
1265
Whitney & Co
New York
$216K – – –
CFAM
1266
Center For Asset Management
Florida
$215K +$534 +3 +0.2%
HT
1267
Headlands Technologies
Illinois
$214K +$57.9K +325 +37%
BSB
1268
Bangor Savings Bank
Maine
$214K – – –
M
1269
MOTCO
Texas
$210K – – –
AWM
1270
Accredited Wealth Management
Kentucky
$210K +$210K +1,180 New
PPW
1271
Presilium Private Wealth
Pennsylvania
$210K – – –
SWM
1272
Stapp Wealth Management
Washington
$210K +$210K +1,178 New
FA
1273
FSA Advisors
Michigan
$209K -$22.6K -127 -10%
AAMA
1274
Advanced Asset Management Advisors
Ohio
$208K -$11.4K -64 -5%
MHC
1275
May Hill Capital
Massachusetts
$208K +$208K +1,168 New
49 50
51
52 53