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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 %
BMCM
176
Bryn Mawr Capital Management
Pennsylvania
$24.7M 144,725 +4,688 +3%
FM
177
Family Management
New York
$24.6M 143,927 +17,123 +14%
TWM
178
Tanglewood Wealth Management
Texas
$24.5M 143,750 -520 -0.4%
SW
179
SteelPeak Wealth
California
$24.4M 142,783 +8,893 +7%
MC
180
McMorgan & Co
California
$24.2M 141,538 -4,677 -3%
HFA
181
High Falls Advisors
New York
$24.1M 140,986 +24,857 +21%
WWM
182
WJ Wealth Management
Arizona
$24.1M 140,902 +1,065 +0.8%
JAG
183
Journey Advisory Group
Kentucky
$23.8M 139,392 +2,696 +2%
SCM
184
Sollinda Capital Management
Florida
$23.7M 139,082 +28,021 +25%
GF
185
Gries Financial
Ohio
$23.4M 137,177 -28,627 -17%
WC
186
Waterloo Capital
Texas
$23.4M 137,167 -13,679 -9%
PCA
187
Prosperity Capital Advisors
Ohio
$23.4M 137,076 +25,629 +23%
CA
188
Centerpoint Advisors
Massachusetts
$23.4M 136,950 -4,281 -3%
RW
189
RVW Wealth
California
$23.1M 135,296 -7,523 -5%
EL
190
EWA LLC
Pennsylvania
$23.1M 133,935 +877 +0.7%
SFS
191
Security Financial Services
Indiana
$22.9M 134,384 -3,407 -2%
ACA
192
Aptus Capital Advisors
Alabama
$22.5M 131,971 -36,586 -22%
VHAM
193
Van Hulzen Asset Management
California
$22.4M 131,173 -469 -0.4%
AWP
194
Ascent Wealth Partners
New York
$22.2M 129,915 -531 -0.4%
HCP
195
Holt Capital Partners
Texas
$21.9M 128,028 +290 +0.2%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$21.8M 126,768 +43,650 +53%
BRWA
197
B. Riley Wealth Advisors
Florida
$21.7M 126,853 -6,864 -5%
TC
198
TownSquare Capital
Utah
$21.6M 126,484 -32,165 -20%
OPAM
199
Ocean Park Asset Management
California
$21.5M 125,681 – –
OWA
200
One Wealth Advisors
California
$21.4M 127,372 +5,566 +5%
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