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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 %
LW
1501
Linscomb Wealth
Texas
– – -1,487 Closed
BMWM
1502
Brown Miller Wealth Management
Virginia
– – -1,445 Closed
CWMS
1503
Cannon Wealth Management Services
North Carolina
– – -1,435 Closed
ASW
1504
Astoria Strategic Wealth
Texas
– – -1,365 Closed
NCG
1505
Newport Capital Group
New Jersey
– – -1,354 Closed
PWM
1506
Power Wealth Management
Georgia
– – -1,260 Closed
OCM
1507
Objective Capital Management
Ohio
– – -1,244 Closed
FAT
1508
First American Trust
California
– – -1,233 Closed
PBF
1509
Petix & Botte Financial
California
– – -1,225 Closed
BTWM
1510
Baker Tilly Wealth Management
Wisconsin
– – -1,186 Closed
CC
1511
Courier Capital
New York
– – -1,162 Closed
VC
1512
Vicus Capital
Pennsylvania
– – -1,150 Closed
BCMO
1513
Buckingham Capital Management (Ohio)
Ohio
– – -1,144 Closed
MA
1514
MBA Advisors
Pennsylvania
– – -1,141 Closed
RFC
1515
Regions Financial Corp
Alabama
– – -1,140 Closed
DPI
1516
Diversified Portfolios Inc
Michigan
– – -1,138 Closed
SRWM
1517
Shira Ridge Wealth Management
California
– – -1,131 Closed
ABC
1518
Associated Banc-Corp
Wisconsin
– – -1,127 Closed
BWP
1519
Baldwin Wealth Partners
Massachusetts
– – -1,045 Closed
PTCG
1520
Pring Turner Capital Group
California
– – -1,044 Closed
ACM
1521
Anfield Capital Management
California
– – -574 Closed
FFWM
1522
Future Financial Wealth Management
Ohio
– – -360 Closed
NFA
1523
Northwest Financial Advisors
Virginia
– – -279 Closed
CA
1524
Claris Advisors
Missouri
– – -157 Closed
VAMG
1525
Voisard Asset Management Group
Michigan
– – -150 Closed
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