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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.

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
1
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
Raymond James Financial
3
Raymond James Financial
Florida
$331M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.19B

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$196M
2
BL
2
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$239M
5
3AM
5
3EDGE Asset Management
Florida
$56.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FNWA
1376
Financial Network Wealth Advisors
Utah
$48.3K 271 -4,279 -94%
OAJ
1377
Ogorek Anthony Joseph
New York
$48K 270 +270 New
SIC
1378
SJS Investment Consulting
Ohio
$46.1K 259 +138 +114%
MAM
1379
Morse Asset Management
Connecticut
$42.9K 241 +241 New
DF
1380
Dunhill Financial
United Kingdom
$42K 236 +141 +148%
EF
1381
Empowered Funds
Pennsylvania
$40.4K 227 +227 New
CFO
1382
CVA Family Office
Colorado
$40.2K 226 -240 -52%
MMCM
1383
Murphy & Mullick Capital Management
New York
$40.2K 226 +226 New
AWM
1384
Abound Wealth Management
Tennessee
$40.1K 225 +2 +0.9%
DJSG
1385
D.J. St. Germain
Massachusetts
$40.1K 225 -147 -40%
MWM
1386
MGB Wealth Management
Texas
$39.2K 220 – –
PAI
1387
Pittenger & Anderson Inc
Nebraska
$38.8K 218 – –
TH
1388
TCTC Holdings
Texas
$38.3K 215 – –
WT
1389
Whittier Trust
California
$37.8K 212 +82 +63%
EPW
1390
Evergreen Private Wealth
Colorado
$36.9K 207 – –
WCM
1391
Winthrop Capital Management
Indiana
$35K 198 – –
PP
1392
PrairieView Partners
Minnesota
$35K 202 – –
CBT
1393
CoreFirst Bank & Trust
Kansas
$32.4K 182 – –
BA
1394
Bellwether Advisors
Nebraska
$31.7K 178 +178 New
RWM
1395
Rialto Wealth Management
New York
$31.5K 177 +177 New
RFA
1396
Reyes Financial Architecture
California
$29K 163 +163 New
CB
1397
Centennial Bank
Arkansas
$28.8K 162 – –
GCM
1398
Gables Capital Management
Florida
$27.4K 154 – –
BTD
1399
BankPlus Trust Department
Mississippi
$27.4K 154 +154 New
BC
1400
Barrett & Company
Rhode Island
$26.7K 150 – –
54 55
56
57 58