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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 %
BFG
201
Buttonwood Financial Group
Missouri
$22.5M 122,033 +695 +0.6%
OPAM
202
Ocean Park Asset Management
California
$22.4M 125,681 – –
PFA
203
Pure Financial Advisors
California
$22.3M 125,064 +11,586 +10%
SW
204
SVB Wealth
Massachusetts
$21.9M 122,801 +120,579 +5,427%
PWA
205
Physician Wealth Advisors
Utah
$21.5M 120,756 +2,435 +2%
LWM
206
Liberty Wealth Management
California
$21.3M 119,750 +4,985 +4%
SP
207
Stonebrook Private
Michigan
$21.2M 118,866 +303 +0.3%
WFA
208
Wade Financial Advisory
California
$20.8M 116,930 -2,019 -2%
AF
209
Allworth Financial
California
$20.7M 112,466 -3,018 -3%
SP
210
Symmetry Partners
Connecticut
$20.4M 114,757 +45,283 +65%
TWM
211
Tradition Wealth Management
Minnesota
$20.4M 114,600 +5,021 +5%
DA
212
Detalus Advisors
Missouri
$20.3M 114,202 -322 -0.3%
KFS
213
Kelly Financial Services
Massachusetts
$19.8M 111,368 +3,930 +4%
SWC
214
Spectrum Wealth Counsel
Indiana
$19.8M 111,323 -5,083 -4%
MWP
215
Meridian Wealth Partners
Pennsylvania
$19.7M 110,758 +1,260 +1%
WCG
216
Weaver Consulting Group
California
$19.7M 110,470 -778 -0.7%
KWM
217
Keebeck Wealth Management
Illinois
$19.4M 108,864 +960 +0.9%
KNFPWM
218
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.4M 108,747 +9,680 +10%
CA
219
CGN Advisors
Kansas
$19.3M 108,559 +806 +0.7%
CWS
220
Cypress Wealth Services
California
$19.1M 107,347 +3,215 +3%
DWM
221
Diversify Wealth Management
Utah
$19.1M 108,188 +4,049 +4%
SWA
222
Stratos Wealth Advisors
Ohio
$18.7M 105,276 +2,104 +2%
SI
223
Stephens Inc
Arkansas
$18.7M 104,774 +3,335 +3%
WDL
224
Well Done LLC
Michigan
$18.6M 103,968 – –
SA
225
Skyline Advisors
Washington
$18.4M 103,112 +5,185 +5%
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