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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$3B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.19B
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$107M

Top Sellers

1
HI
Horizon Investments
North Carolina
$196M
2
BL
Balentine LLC
Georgia
$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$382M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$239M
5
3AM
3EDGE Asset Management
Florida
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
1476
Tower Research Capital (TRC)
New York
– -$3.76M -20,961 Closed
Susquehanna International Group
1477
Susquehanna International Group
Pennsylvania
– -$3.46M -19,284 Closed
JEST
1478
JTC Employer Solutions Trustee
Jersey
– -$3.26M -18,190 Closed
FDP
1479
Financiere des Professionnels
Quebec, Canada
– -$2.89M -16,100 Closed
UBS AM
1480
UBS AM
Illinois
– -$2.37M -13,200 Closed
Pictet Asset Management
1481
Pictet Asset Management
Switzerland
– -$2.37M -13,200 Closed
APCM
1482
Alaska Permanent Capital Management
Alaska
– -$2.22M -12,396 Closed
Tudor Investment Corp
1483
Tudor Investment Corp
Connecticut
– -$2.14M -11,913 Closed
TSS
1484
Two Sigma Securities
New York
– -$1.67M -9,337 Closed
FTDI
1485
First Trust Direct Indexing
Massachusetts
– -$1.53M -8,546 Closed
QC
1486
Quadrature Capital
United Kingdom
– -$1.23M -6,845 Closed
CFCI
1487
Comprehensive Financial Consultants Institutional
Indiana
– -$986K -5,498 Closed
PCS
1488
Personal CFO Solutions
New Jersey
– -$971K -5,418 Closed
OWM
1489
OneAscent Wealth Management
Alabama
– -$849K -4,736 Closed
DIM
1490
DLK Investment Management
California
– -$764K -4,263 Closed
GS
1491
GTS Securities
New York
– -$682K -3,805 Closed
JPG
1492
Jordan Park Group
California
– -$610K -3,404 Closed
FIM
1493
Fernwood Investment Management
Massachusetts
– -$595K -3,319 Closed
Marshall Wace
1494
Marshall Wace
United Kingdom
– -$496K -2,765 Closed
ECA
1495
Elevation Capital Advisory
Oregon
– -$389K -2,171 Closed
HWP
1496
Hibernia Wealth Partners
Louisiana
– -$388K -2,162 Closed
SC
1497
Scotia Capital
Ontario, Canada
– -$386K -2,151 Closed
FFO
1498
Fiduciary Family Office
Florida
– -$375K -2,090 Closed
FIS
1499
Fischer Investment Strategies
California
– -$338K -1,887 Closed
PWA
1500
Pillar Wealth Advisors
Pennsylvania
– -$274K -1,529 Closed
58 59
60
61 62