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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 %
IWM
1301
Iams Wealth Management
Nebraska
– – -3,956 Closed
Millennium Management
1302
Millennium Management
New York
– – -3,516 Closed
SC
1303
Soundwatch Capital
Connecticut
– – -3,281 Closed
DA
1304
DCM Advisors
New York
– – -3,001 Closed
CBB
1305
Citizens Business Bank
California
– – -2,650 Closed
CAM
1306
Crestone Asset Management
Colorado
– – -2,558 Closed
ARC
1307
Advisor Resource Council
Texas
– – -2,457 Closed
MFA
1308
Morling Financial Advisors
California
– – -2,327 Closed
RL
1309
Retireful LLC
Michigan
– – -2,104 Closed
SIAS
1310
Summit Investment Advisory Services
Minnesota
– – -2,036 Closed
HSA
1311
HBK Sorce Advisory
Pennsylvania
– – -1,952 Closed
FCAM
1312
First Citizens Asset Management
North Carolina
– – -1,949 Closed
CBFP
1313
Cedar Brook Financial Partners
Ohio
– – -1,942 Closed
VP
1314
Verum Partners
North Carolina
– – -1,827 Closed
BSSFA
1315
Baron Silver Stevens Financial Advisors
Florida
– – -1,772 Closed
VPIM
1316
Vanguard Personalized Indexing Management
California
– – -1,682 Closed
ACM
1317
AUA Capital Management
Pennsylvania
– – -1,639 Closed
Tudor Investment Corp
1318
Tudor Investment Corp
Connecticut
– – -1,626 Closed
AWA
1319
Authentikos Wealth Advisory
California
– – -1,615 Closed
PWA
1320
Prairie Wealth Advisors
Nebraska
– – -1,534 Closed
LCGC
1321
Legacy Capital Group California
California
– – -1,462 Closed
AI
1322
Accredited Investors
Minnesota
– – -1,418 Closed
FMC
1323
First Merchants Corp
Indiana
– – -1,271 Closed
GFG
1324
Goldstone Financial Group
Illinois
– – -1,237 Closed
RBCM
1325
Raub Brock Capital Management
California
– – -1,229 Closed
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