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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 %
HWA
1351
Heritage Wealth Advisors
Virginia
$77.5K -$12.5K -70 -14%
VWM
1352
Vermillion Wealth Management
Minnesota
$74K +$74K +415 New
SFG
1353
Stonebridge Financial Group
Pennsylvania
$73.5K +$73.5K +413 New
SWM
1354
Sugarloaf Wealth Management
Georgia
$72.1K -$712 -4 -1%
CHC
1355
City Holding Co
West Virginia
$71.2K – – –
FWP
1356
FAS Wealth Partners
Kansas
$68.2K +$23.2K +130 +51%
NOI
1357
Newton One Investments
Delaware
$68.2K +$68.2K +383 New
CP
1358
Castleview Partners
Texas
$67.3K -$2.84K -16 -4%
WW
1359
Winnow Wealth
Texas
$67.2K +$67.2K +378 New
RCM
1360
Richardson Capital Management
Wisconsin
$64.3K -$1.07K -6 -2%
MA
1361
MCF Advisors
Kentucky
$62.2K -$37.4K -210 -38%
DAM
1362
Delta Asset Management
Tennessee
$61.6K – – –
FIA
1363
FPC Investment Advisory
California
$57.2K +$52.1K +284 +1,014%
NFSG
1364
Newbridge Financial Services Group
Florida
$56.9K +$178 +1 +0.3%
TF
1365
Tompkins Financial
New York
$56.8K +$24.8K +139 +77%
BPAMU
1366
BTG Pactual Asset Management US
New York
$54.9K +$54.9K +394 New
BAM
1367
Bellevue Asset Management
Washington
$53.9K +$29.4K +165 +120%
ICM
1368
Islay Capital Management
Texas
$53.8K -$53.4K -300 -50%
ANBT
1369
American National Bank & Trust
Texas
$51.8K – – –
PA
1370
Pineridge Advisors
Missouri
$51.2K +$178 +1 +0.3%
WTA
1371
Washington Trust Advisors
Massachusetts
$50.9K +$50.9K +286 New
MSFP
1372
Mark Sheptoff Financial Planning
Connecticut
$50.6K +$8.01K +45 +19%
TFGT
1373
TS Financial Group (TSFG)
Illinois
$50K – – –
DWM
1374
Darwin Wealth Management
Florida
$49.1K -$26.9K -151 -35%
CWP
1375
Concord Wealth Partners
Virginia
$48.4K – – –
53 54
55
56 57