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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
SA
5
Sanctuary Advisors
Indiana
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
151
CFO4Life Group
Texas
$30.1M 176,157 -1,607 -0.9%
CW
152
CreativeOne Wealth
Kansas
$30.1M 176,146 -73,364 -29%
AC
153
Apella Capital
Connecticut
$30M 173,152 +536 +0.3%
4WM
154
49 Wealth Management
Texas
$30M 176,047 +176,047 New
PO
155
Private Ocean
California
$29.7M 174,110 +54,937 +46%
IDA
156
Intelligence Driven Advisers
California
$28.7M 168,215 -7,344 -4%
AWAG
157
ARS Wealth Advisors Group
Florida
$28.5M 167,005 +686 +0.4%
PFA
158
Pettinga Financial Advisors
Indiana
$28.2M 164,909 +6,437 +4%
BCI
159
Brinker Capital Investments
Pennsylvania
$28.1M 164,380 +8,403 +5%
OPS
160
Orion Portfolio Solutions
Nebraska
$28.1M 164,380 +8,403 +5%
TWG
161
The Wealth Group
Minnesota
$28M 163,993 +2,189 +1%
BFPW
162
BOK Financial Private Wealth
Colorado
$27.8M 163,011 -996 -0.6%
IWM
163
IHT Wealth Management
Illinois
$27.8M 162,868 +73,188 +82%
MFG
164
Merit Financial Group
Georgia
$27.7M 162,500 +1,888 +1%
MWM
165
Modern Wealth Management
Kansas
$27.7M 162,473 +158,089 +3,606%
AIA
166
Alera Investment Advisors
Illinois
$27.7M 162,229 +162,229 New
MFG
167
Monumental Financial Group
Maryland
$27.5M 160,903 +11,181 +7%
ACM
168
Armbruster Capital Management
New York
$26.3M 154,048 -307 -0.2%
BCM
169
Brookstone Capital Management
Illinois
$26.3M 151,747 +18,331 +14%
FFA
170
Farther Finance Advisors
California
$26.2M 153,907 +20,259 +15%
LLWM
171
Life Line Wealth Management
California
$25.8M 150,873 +145,647 +2,787%
IWS
172
Insight Wealth Strategies
California
$25.6M 150,040 +3,245 +2%
CAL
173
Capital Advisors Ltd
Ohio
$25.6M 150,001 +5,523 +4%
SWP
174
Summit Wealth Partners
Florida
$25.3M 148,404 -5,434 -4%
SHIM
175
Stone House Investment Management
Pennsylvania
$25.2M 147,571 +8,704 +6%
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