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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 %
BNP Paribas Financial Markets
1426
BNP Paribas Financial Markets
France
$13.4K 75 -4,136 -98%
PAG
1427
Paladin Advisory Group
Iowa
$13.4K 75 – –
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$13.2K 74 – –
BFS
1429
Bare Financial Services
Pennsylvania
$13K 73 – –
VNA
1430
Valley National Advisers
Pennsylvania
$13K 78 +12 +18%
PSFG
1431
Park Square Financial Group
Georgia
$13K 73 +73 New
DSC
1432
Duncker Streett & Co
Missouri
$12.8K 72 – –
RL
1433
Rogco LP
Oklahoma
$11.8K 66 – –
AEPWM
1434
Atlantic Edge Private Wealth Management
Florida
$10.5K 59 – –
AIC
1435
Archer Investment Corporation
Indiana
$9.84K 55 +50 +1,000%
VCM
1436
Versant Capital Management
Arizona
$9.62K 54 – –
PWM
1437
Parkworth Wealth Management
California
$9.26K 52 +52 New
PFA
1438
Pathway Financial Advisers
Indiana
$8.98K 51 +1 +2%
HCP
1439
Hexagon Capital Partners
Arkansas
$8.9K 50 – –
GWM
1440
Grand Wealth Management
Michigan
$8.55K 48 – –
PIS
1441
POM Investment Strategies
North Carolina
$7.84K 44 +44 New
AF
1442
Atala Financial
California
$7.84K 44 +44 New
GWS
1443
Glassman Wealth Services
Virginia
$7.12K 40 +40 New
GA
1444
GoalVest Advisory
New York
$6.77K 38 -63 -62%
MBFW
1445
Morton Brown Family Wealth
Pennsylvania
$6.41K 36 – –
WAM
1446
WFA Asset Management
Wisconsin
$6.41K 36 +36 New
CB
1447
Community Bank
New York
$6.41K 36 +36 New
YDMI
1448
Y.D. More Investments
Israel
$5.66K 32 – –
TCG
1449
Transcendent Capital Group
Oklahoma
$5.16K 29 – –
RFS
1450
Richardson Financial Services
Massachusetts
$5K 28 +28 New
56 57
58
59 60