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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 %
SA
126
Scarborough Advisors
Maryland
$41M 230,087 -34,840 -13%
HCA
127
Heck Capital Advisors
Wisconsin
$40.8M 229,207 -10,976 -5%
AllianceBernstein
128
AllianceBernstein
Tennessee
$39.9M 224,146 -19,922 -8%
AAS
129
Avantax Advisory Services
Texas
$39.6M 222,271 +5,482 +3%
AF
130
Apexium Financial
Texas
$39.2M 220,138 +9,615 +5%
KCM
131
Kathmere Capital Management
Pennsylvania
$38.7M 217,364 +206 +0.1%
IWM
132
IHT Wealth Management
Illinois
$38.4M 215,653 +7,995 +4%
FC
133
Forte Capital
New York
$38.2M 214,361 +8,030 +4%
CFGS
134
Concourse Financial Group Securities
Alabama
$37.2M 202,648 +14,084 +7%
TCM
135
TD Capital Management
Tennessee
$37M 207,697 -5,504 -3%
LLWM
136
Life Line Wealth Management
California
$36.9M 207,154 +204,693 +8,317%
KPWS
137
Kestra Private Wealth Services
Texas
$36.5M 204,777 +42,146 +26%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$36.4M 204,359 +24,384 +14%
PA
139
Parallel Advisors
California
$36.1M 202,560 -5,701 -3%
AWM
140
Apollon Wealth Management
South Carolina
$35.6M 199,753 +176,188 +748%
HSG
141
Helen Stephens Group
Texas
$35.4M 198,849 +2,674 +1%
SB
142
Strategic Blueprint
Georgia
$35.2M 197,610 +2,226 +1%
MFG
143
Merit Financial Group
Georgia
$34.9M 195,989 +86,138 +78%
TLFA
144
True Link Financial Advisors
California
$34.4M 193,325 +2,563 +1%
1WM
145
1900 Wealth Management
Texas
$34.2M 191,846 -2,188 -1%
HCM
146
Hengehold Capital Management
Ohio
$33.9M 190,454 -2,141 -1%
HFS
147
Hughes Financial Services
Virginia
$33.8M 190,036 +190,036 New
UA
148
Unison Advisors
District of Columbia
$33.8M 189,789 -5,852 -3%
IWA
149
Icon Wealth Advisors
Texas
$33.6M 188,495 -1,531 -0.8%
SFI
150
SPC Financial Inc
Maryland
$33.3M 186,949 +2,312 +1%
4 5
6
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