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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 %
BC
1401
Barrett & Company
Rhode Island
$26.7K 150 – –
WWM
1402
Wolff Wiese Magana
California
$25.8K 145 – –
FLP
1403
Financial Life Planners
Arizona
$25.4K 143 +143 New
LI
1404
LRI Investments
Florida
$25.3K 142 – –
KPP
1405
Kings Path Partners
Texas
$24.4K 137 -166 -55%
RF
1406
Roxbury Financial
New Jersey
$24.3K 131 +131 New
VWA
1407
Valued Wealth Advisors
Utah
$24K 135 +96 +246%
CMA
1408
Cedar Mountain Advisors
Oregon
$23.7K 133 +133 New
OC
1409
Oarsman Capital
Wisconsin
$22.3K 125 – –
BFP
1410
Briaud Financial Planning
Texas
$22K 127 +127 New
FMB
1411
Field & Main Bank
Kentucky
$21.9K 123 – –
SRCM
1412
Signature Resources Capital Management
California
$21.7K 122 +112 +1,120%
DFA
1413
DHJJ Financial Advisors
Illinois
$21.4K 120 – –
NRG
1414
Nemes Rush Group
Michigan
$21.4K 120 – –
CSB
1415
City State Bank
Iowa
$20.3K 114 – –
SAM
1416
Synergy Asset Management
Washington
$20.1K 112 +112 New
CTB
1417
Country Trust Bank
Illinois
$19.6K 110 – –
STB
1418
S&T Bank
Pennsylvania
$19.6K 110 +110 New
MIM
1419
MTM Investment Management
South Carolina
$17.8K 100 – –
FDCDDQ
1420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K 100 +100 New
CFB
1421
Cullen/Frost Bankers
Texas
$16.9K 95 +95 New
FMP
1422
Financial Management Professionals
Texas
$15.8K 89 – –
DRP
1423
Decker Retirement Planning
Utah
$14.8K 83 +83 New
HIW
1424
Holos Integrated Wealth
Pennsylvania
$13.7K 77 +77 New
BIG
1425
Brooklyn Investment Group
New York
$13.4K 75 +75 New
55 56
57
58 59