QUAL icon

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 %
FDCP
1301
Foster Dykema Cabot & Partners
Massachusetts
$172K – – –
HBW
1302
Hazlett, Burt & Watson
West Virginia
$167K +$3.17K +18 +2%
T
1303
Tidemark
California
$164K +$178 +1 +0.1%
PPC
1304
Park Place Capital
Alabama
$163K +$7.3K +41 +5%
AGWCA
1305
Annis Gardner Whiting Capital Advisors
Florida
$155K – – –
GWSG
1306
GPS Wealth Strategies Group
Colorado
$153K +$153K +858 New
CB
1307
CNB Bank
Pennsylvania
$150K – – –
AG
1308
AmeriFlex Group
Nevada
$144K +$144K +786 New
AIM
1309
Acropolis Investment Management
Missouri
$142K – – –
HR
1310
Howe & Rusling
New York
$138K +$9.79K +55 +8%
CICI
1311
Capital Investment Counsel Inc
North Carolina
$134K +$134K +751 New
CTC
1312
Central Trust Company
Missouri
$133K – – –
SWM
1313
Sanctuary Wealth Management
Idaho
$125K – – –
HWP
1314
Highline Wealth Partners
California
$122K +$356 +2 +0.3%
MPWT
1315
MassMutual Private Wealth & Trust
Connecticut
$121K +$8.9K +50 +8%
CAM
1316
Creekmur Asset Management
Illinois
$121K +$534 +3 +0.4%
AAG
1317
Armstrong Advisory Group
Massachusetts
$119K – – –
CW
1318
Curio Wealth
Maryland
$116K +$116K +650 New
AWM
1319
Activest Wealth Management
Florida
$115K +$42K +236 +58%
SIM
1320
Studio Investment Management
Illinois
$113K – – –
TAM
1321
Tucker Asset Management
Colorado
$112K +$11.6K +65 +12%
NWM
1322
Navigoe Wealth Management
California
$112K +$112K +634 New
IWP
1323
IAG Wealth Partners
Wisconsin
$111K -$2.49K -14 -2%
BCMLT
1324
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$26.5K -149 -19%
CPG
1325
Cornerstone Planning Group
New Jersey
$108K -$6.76K -37 -6%
51 52
53
54 55