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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 %
S
1326
SignatureFD
Georgia
$108K -$19.8K -111 -15%
RIA
1327
Realta Investment Advisors
Delaware
$105K +$47.9K +267 +83%
USB
1328
Union Savings Bank
Connecticut
$104K – – –
JFA
1329
JNBA Financial Advisors
Minnesota
$103K – – –
FWA
1330
Flagship Wealth Advisors
Massachusetts
$103K +$103K +578 New
CWM
1331
Copia Wealth Management
Oregon
$102K +$102K +573 New
VWA
1332
VSM Wealth Advisory
Maryland
$102K +$102K +572 New
CT
1333
Colonial Trust
South Carolina
$102K – – –
SCA
1334
Stuart Chaussee & Associates
California
$101K – – –
AWM
1335
AllSquare Wealth Management
New York
$99K – – –
PB
1336
Pinnacle Bancorp
Nebraska
$98.1K – – –
BBPWM
1337
Blue Bell Private Wealth Management
Pennsylvania
$94K +$1.96K +11 +2%
HWM
1338
Hemington Wealth Management
Virginia
$94K – – –
BL
1339
BFSG LLC
California
$92.1K – – –
Optiver Holding
1340
Optiver Holding
Netherlands
$92.1K +$92.1K +517 New
SN
1341
Sittner & Nelson
Oregon
$91K – – –
BHWM
1342
Beaird Harris Wealth Management
Texas
$88.7K -$21.5K -121 -20%
OA
1343
Operose Advisors
Wisconsin
$88.2K +$22.3K +125 +34%
TSMHT
1344
Thurston Springer Miller Herd & Titak
Indiana
$86.8K +$64.3K +361 +287%
WIM
1345
Westside Investment Management
California
$84.8K – – –
LC
1346
Lindbrook Capital
California
$83.2K -$38.6K -217 -32%
BBHC
1347
Brown Brothers Harriman & Co
New York
$79.2K +$26.9K +151 +51%
HHGA
1348
Halbert Hargrove Global Advisors
California
$78.6K +$78.6K +441 New
PA
1349
PSI Advisors
Florida
$78.5K +$51.8K +291 +194%
BF
1350
BOK Financial
Oklahoma
$78.1K -$60K -340 -43%
52 53
54
55 56