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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 %
PP
1276
Patron Partners
Texas
$207K +$4.99K +28 +2%
GWM
1277
GSB Wealth Management
Connecticut
$206K – – –
JWM
1278
JFG Wealth Management
Colorado
$206K – – –
FTA
1279
Financial & Tax Architects
Missouri
$205K +$205K +1,151 New
CAC
1280
Certified Advisory Corp
Florida
$205K -$175K -984 -46%
TA
1281
TFG Advisers
Michigan
$204K +$712 +4 +0.3%
SPP
1282
Single Point Partners
Massachusetts
$204K +$5.35K +30 +3%
TCM
1283
Traynor Capital Management
Pennsylvania
$204K -$25.1K -141 -11%
SFCL
1284
Strengthening Families & Communities LLC
Massachusetts
$203K – – –
ICP
1285
Ironvine Capital Partners
Nebraska
$202K +$202K +1,137 New
GSIAS
1286
Garden State Investment Advisory Services
New Jersey
$202K – – –
SSWM
1287
Smith Salley Wealth Management
North Carolina
$202K +$202K +1,135 New
BIP
1288
Blueprint Investment Partners
North Carolina
$202K +$178 +1 +0.1%
MWM
1289
Mascoma Wealth Management
New Hampshire
$197K -$26.5K -149 -12%
EWM
1290
EPG Wealth Management
Georgia
$191K – – –
SSB
1291
Sandy Spring Bank
Maryland
$190K – – –
RIL
1292
Rothschild Investment LLC
Illinois
$188K – – –
ACA
1293
American Capital Advisory
Idaho
$188K +$1.78K +10 +1%
MIA
1294
MeadowBrook Investment Advisors
Michigan
$181K +$181K +1,016 New
RFG
1295
REAP Financial Group
Texas
$179K -$4.63K -26 -3%
MIA
1296
Milestone Investment Advisors
Wisconsin
$178K – – –
WPWM
1297
Western Pacific Wealth Management
Illinois
$178K – – –
PGAM
1298
Princeton Global Asset Management
New Jersey
$175K -$55.4K -311 -24%
Q1WB
1299
Quest 10 Wealth Builders
Virginia
$175K +$175K +981 New
WAG
1300
Windsor Advisory Group
Ohio
$173K +$173K +971 New
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52
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