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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 %
HGWM
151
Horst & Graben Wealth Management
Oregon
$33M 185,120 +1,151 +0.6%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$32.4M 181,670 +62,110 +52%
MWM
153
Modern Wealth Management
Kansas
$32.1M 180,484 +15,686 +10%
CG
154
CFO4Life Group
Texas
$31.7M 177,928 +4,142 +2%
FFA
155
Farther Finance Advisors
California
$31.5M 177,047 +17,845 +11%
FM
156
Family Management
New York
$30.8M 172,835 +2,801 +2%
TWG
157
The Wealth Group
Minnesota
$30.6M 171,633 +4,243 +3%
PCA
158
Prosperity Capital Advisors
Ohio
$30.4M 170,714 +19,196 +13%
PFA
159
Pettinga Financial Advisors
Indiana
$29.8M 167,446 -829 -0.5%
ACA
160
Aptus Capital Advisors
Alabama
$29.5M 165,602 +50,343 +44%
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$29.4M 165,284 +16,982 +11%
AWAG
162
ARS Wealth Advisors Group
Florida
$29.2M 164,024 -1,149 -0.7%
SFS
163
Sowell Financial Services
Arkansas
$29.1M 163,453 -3,216 -2%
SOMRS
164
State of Michigan Retirement System
Michigan
$28.1M 157,850 +33,200 +27%
CAL
165
Capital Advisors Ltd
Ohio
$28.1M 157,616 +3,250 +2%
BCM
166
Brookstone Capital Management
Illinois
$28.1M 157,534 +513 +0.3%
BFPW
167
BOK Financial Private Wealth
Colorado
$27.9M 156,611 -1,925 -1%
SW
168
SteelPeak Wealth
California
$27.7M 155,555 +3,893 +3%
CIAS
169
CFS Investment Advisory Services
New Jersey
$27.3M 153,400 -2,558 -2%
IWS
170
Insight Wealth Strategies
California
$26.4M 148,219 -2,023 -1%
AC
171
Apella Capital
Connecticut
$26.4M 148,171 -28,345 -16%
PWM
172
Perigon Wealth Management
California
$26.1M 145,705 +15,742 +12%
PPFA
173
Provida Pension Fund Administrator
Chile
$26M 146,038 +70,990 +95%
ACM
174
Armbruster Capital Management
New York
$25.8M 144,899 +185 +0.1%
I
175
INVST
Indiana
$25.5M 143,443 +6,858 +5%
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