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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 %
PMIM
1451
Prudent Man Investment Management
Colorado
$4.27K 24 +24 New
LCM
1452
Logan Capital Management
Pennsylvania
$4.1K 23 +23 New
BWM
1453
Bernard Wealth Management
Michigan
$3.77K 21 +21 New
MFC
1454
Morris Financial Concepts
South Carolina
$3.74K 21 – –
FG
1455
Fairman Group
Pennsylvania
$3.38K 19 – –
CJ
1456
Caitlin John
Michigan
$3.21K 18 – –
EWP
1457
Elevation Wealth Partners
California
$3.08K 17 – –
PWMG
1458
Prestige Wealth Management Group
New Jersey
$2.67K 15 – –
JHCP
1459
Jackson Hole Capital Partners
Oklahoma
$2.67K 15 – –
FPF
1460
First Pacific Financial
Washington
$2.49K 14 – –
SL
1461
Salomon & Ludwin
Virginia
$2.14K 12 -4 -25%
HGERS
1462
Householder Group Estate & Retirement Specialist
Arizona
$2K 12 -4,017 -100%
ITIM
1463
Indiana Trust & Investment Management
Indiana
$1.96K 11 – –
WA
1464
WPG Advisers
Maryland
$1.78K 10 +10 New
FRA
1465
Front Row Advisors
California
$1.6K 9 – –
TIM
1466
Thompson Investment Management
Wisconsin
$1.25K 7 -230 -97%
FP
1467
Financial Perspectives
Minnesota
$1.25K 7 – –
CMP
1468
Coston McIsaac & Partners
Maine
$1K 9 – –
NS
1469
NBC Securities
Alabama
$480 2 -2,750 -100%
Manulife (Manufacturers Life Insurance)
1470
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -378,695 Closed
Prudential Financial
1471
Prudential Financial
New Jersey
– – -370,401 Closed
Two Sigma Advisers
1472
Two Sigma Advisers
New York
– – -184,900 Closed
Macquarie Group
1473
Macquarie Group
Australia
– – -128,797 Closed
ATS
1474
Ashton Thomas Securities
New York
– – -38,037 Closed
TI
1475
Tidal Investments
Wisconsin
– – -36,366 Closed
57 58
59
60 61