QUAL icon

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 %
EL
176
EWA LLC
Pennsylvania
$25.4M 142,628 +4,284 +3%
HCP
177
Holt Capital Partners
Texas
$25.2M 141,581 +1,849 +1%
TWM
178
Tanglewood Wealth Management
Texas
$25.1M 140,947 -2,157 -2%
SW
179
SlateStone Wealth
Florida
$24.9M 139,976 +20,669 +17%
HFA
180
High Falls Advisors
New York
$24.9M 139,917 -2,569 -2%
SWP
181
Summit Wealth Partners
Florida
$24.8M 139,181 -7,286 -5%
SFS
182
Security Financial Services
Indiana
$23.9M 134,214 -2,679 -2%
SCM
183
Sollinda Capital Management
Florida
$23.9M 134,087 -3,134 -2%
WWM
184
WJ Wealth Management
Arizona
$23.9M 134,007 -96 -0.1%
OWA
185
One Wealth Advisors
California
$23.7M 132,830 +3,343 +3%
JAG
186
Journey Advisory Group
Kentucky
$23.4M 137,099 – –
SHIM
187
Stone House Investment Management
Pennsylvania
$23.4M 131,376 -21,791 -14%
BWA
188
Boulder Wealth Advisors
Colorado
$23.4M 131,215 +4,094 +3%
AM
189
AGF Management
Ontario, Canada
$23.3M 130,583 +52,375 +67%
BCI
190
Brinker Capital Investments
Pennsylvania
$23.2M 130,256 -58,866 -31%
OPS
191
Orion Portfolio Solutions
Nebraska
$23.2M 130,256 -58,866 -31%
VHAM
192
Van Hulzen Asset Management
California
$23.1M 129,686 +2,213 +2%
GF
193
Gries Financial
Ohio
$23.1M 129,522 -10,768 -8%
SFA
194
Sequoia Financial Advisors
Ohio
$23M 129,393 +121,162 +1,472%
RPSA
195
Richard P. Slaughter Associates
Texas
$23M 129,289 +5,103 +4%
AWP
196
Ascent Wealth Partners
New York
$23M 129,021 -1,901 -1%
CA
197
Centerpoint Advisors
Massachusetts
$23M 128,962 -7,064 -5%
MC
198
McMorgan & Co
California
$22.9M 128,809 -6,715 -5%
RW
199
RVW Wealth
California
$22.8M 128,230 -5,659 -4%
Comerica Bank
200
Comerica Bank
Texas
$22.5M 126,519 -86,569 -41%
6 7
8
9 10