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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,357 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 612 increasing their positions, 413 reducing their positions, and 40 closing their positions.

Holders
1,357
Holders Change
+77
Holders Change %
+6.02%
% of All Funds
19.63%
Holding in Top 10
231
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.7%
% of All Funds
3.34%
New
136
Increased
612
Reduced
413
Closed
40
Calls
$2.89M
Puts
$897K
Net Calls
+$1.99M
Net Calls Change
-$639K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.84B
2
LPL Financial
2
LPL Financial
California
$2.64B
3
OWM
3
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B
5
HI
5
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
2
BlackRock
New York
$843M
3
LWM
3
Liberty Wealth Management
California
$20.6M
4
SFC
4
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
251
Financial Advocates Investment Management
Washington
$15.9M 95,736 +12,035 +14%
BBWP
252
Beacon Bridge Wealth Partners
Pennsylvania
$15.8M 88,230 +12,133 +16%
AG
253
Ascent Group
Virginia
$15.7M 87,520 +2,781 +3%
AC
254
ASB Consultores
Florida
$15.7M 87,501 – –
OAP
255
One Advisory Partners
Kansas
$15.5M 86,655 +224 +0.3%
SCA
256
Snowden Capital Advisors
New York
$15.2M 84,933 +10,026 +13%
PFG
257
PAX Financial Group
Texas
$15.2M 84,704 +3,722 +5%
EPA
258
Element Pointe Advisors
Florida
$15M 83,758 +4,748 +6%
TWM
259
TSA Wealth Management
Texas
$14.7M 82,231 -198 -0.2%
RA
260
RFG Advisory
Alabama
$14.7M 82,014 +2,552 +3%
T
261
TNF
Montana
$14.7M 81,688 -610 -0.7%
HSBC Holdings
262
HSBC Holdings
United Kingdom
$14.7M 81,776 -20,978 -20%
HIP
263
HUB Investment Partners
Texas
$14.6M 81,447 +4,138 +5%
JFG
264
Jefferies Financial Group
New York
$14.5M 80,955 +4,751 +6%
IB
265
Intrust Bank
Kansas
$14.5M 80,800 +538 +0.7%
CW
266
Cook Wealth
North Carolina
$14.4M 80,187 -4,657 -5%
APA
267
Astoria Portfolio Advisors
New York
$14.3M 79,064 +14,291 +22%
P
268
&Partners
Tennessee
$14.3M 78,998 +60,089 +318%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$14.3M 73,615 -5,952 -7%
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$14.1M 78,743 +50,483 +179%
AM
271
AGF Management
Ontario, Canada
$14M 78,208 +319 +0.4%
BIA
272
Bell Investment Advisors
California
$14M 78,013 -1,514 -2%
BWM
273
BCGM Wealth Management
Indiana
$14M 77,867 -10 -0%
KDA
274
Kraft Davis & Associates
Missouri
$13.9M 78,220 +2,262 +3%
CA
275
Claro Advisors
Massachusetts
$13.8M 76,798 +7,343 +11%
9 10
11
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