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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 %
BFG
201
Buttonwood Financial Group
Missouri
$21M 122,935 +4,040 +3%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$20.7M 120,783 +93,510 +343%
KIM
203
Karpus Investment Management
New York
$20.6M 120,532 +6,375 +6%
IA
204
IFP Advisors
Florida
$20.5M 120,048 +22,430 +23%
SOMRS
205
State of Michigan Retirement System
Michigan
$20.2M 118,350 -116,600 -50%
AF
206
Allworth Financial
California
$20.2M 118,181 -5,830 -5%
YCG
207
Yeomans Consulting Group
Georgia
$20.2M 118,054 +105,671 +853%
Goldman Sachs
208
Goldman Sachs
New York
$20.1M 117,963 +57,354 +95%
WFA
209
Wade Financial Advisory
California
$20.1M 117,709 +539 +0.5%
SWC
210
Spectrum Wealth Counsel
Indiana
$20.1M 117,510 -4,549 -4%
MWP
211
Meridian Wealth Partners
Pennsylvania
$20.1M 117,502 -269 -0.2%
SP
212
Stonebrook Private
Michigan
$20M 117,309 +6,555 +6%
PWM
213
Perigon Wealth Management
California
$19.8M 115,999 +7,520 +7%
KWM
214
Keebeck Wealth Management
Illinois
$19.5M 114,315 -906 -0.8%
PWA
215
Physician Wealth Advisors
Utah
$19.4M 109,958 +3,498 +3%
AT
216
Arden Trust
Delaware
$19.2M 112,193 +182 +0.2%
SW
217
SlateStone Wealth
Florida
$19.1M 111,578 +9,912 +10%
WCG
218
Weaver Consulting Group
California
$19M 111,490 -302 -0.3%
DA
219
Detalus Advisors
Missouri
$19M 111,179 +2,862 +3%
LWM
220
Liberty Wealth Management
California
$18.7M 779,144 +686,255 +739%
PFA
221
Pure Financial Advisors
California
$18.5M 108,511 +5,685 +6%
RPSA
222
Richard P. Slaughter Associates
Texas
$18.5M 108,457 +2,418 +2%
SCM
223
Stonehearth Capital Management
Massachusetts
$18.2M 106,582 +4,571 +4%
KFS
224
Kelly Financial Services
Massachusetts
$18.1M 106,088 +3,161 +3%
BWA
225
Boulder Wealth Advisors
Colorado
$18M 105,697 +2,407 +2%
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