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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 %
CSC
1276
Caldwell Sutter Capital
California
$1.71K 10 – –
FHC
1277
First Heartland Consultants
Missouri
$1.59K 9,312 +2,846 +44%
FRA
1278
Front Row Advisors
California
$1.54K 9 – –
GWANC
1279
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37K 8 – –
FP
1280
Financial Perspectives
Minnesota
$1.2K 7 +7 New
CMP
1281
Coston McIsaac & Partners
Maine
$1K 9 – –
GWS
1282
Glassman Wealth Services
Virginia
$342 2 +2 New
Susquehanna International Group
1283
Susquehanna International Group
Pennsylvania
– – -159,857 Closed
QC
1284
Quadrature Capital
United Kingdom
– – -87,162 Closed
GAA
1285
Global Assets Advisory
Florida
– – -75,185 Closed
LNC
1286
Lincoln National Corp
Pennsylvania
– – -68,630 Closed
ES
1287
Eagle Strategies
New York
– – -27,798 Closed
BWM
1288
Brown Wealth Management
Illinois
– – -27,159 Closed
Pictet Asset Management
1289
Pictet Asset Management
Switzerland
– – -22,170 Closed
NSB
1290
Norway Savings Bank
Maine
– – -21,028 Closed
1832 Asset Management
1291
1832 Asset Management
Ontario, Canada
– – -17,180 Closed
Macquarie Group
1292
Macquarie Group
Australia
– – -17,017 Closed
NL
1293
NWAM LLC
Washington
– – -16,644 Closed
KFGK
1294
Keystone Financial Group (Kentucky)
Kentucky
– – -12,788 Closed
HH
1295
Hilltop Holdings
Texas
– – -12,253 Closed
Citadel Advisors
1296
Citadel Advisors
Florida
– – -7,501 Closed
LSAG
1297
Lake Street Advisors Group
New Hampshire
– – -6,999 Closed
CWA
1298
CM Wealth Advisors
Ohio
– – -6,688 Closed
HIC
1299
Hartline Investment Corp
Illinois
– – -4,629 Closed
PPP
1300
Private Portfolio Partners
New Jersey
– – -4,336 Closed
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