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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 %
Legacy Financial Group (Iowa)
276
Legacy Financial Group (Iowa)
Iowa
$13.8M 76,712 +3,245 +4%
PPFA
277
Provida Pension Fund Administrator
Chile
$13.5M 75,048 – –
MFA
278
Mayflower Financial Advisors
Massachusetts
$13.4M 74,844 +6,350 +9%
CIAS
279
Capital Investment Advisory Services
North Carolina
$13.2M 73,722 -8,569 -10%
CFC
280
Client First Capital
California
$13.2M 73,557 -123 -0.2%
SWM
281
Scissortail Wealth Management
Oklahoma
$13.1M 842 -57,663 -99%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$12.9M 72,363 -54,405 -43%
TF
283
Trek Financial
Arizona
$12.9M 71,862 +597 +0.8%
CAG
284
Csenge Advisory Group
Florida
$12.9M 70,872 +4,126 +6%
GWAG
285
Garrett Wealth Advisory Group
Texas
$12.8M 71,228 +1,018 +1%
Nuveen Asset Management
286
Nuveen Asset Management
Illinois
$12.7M 70,942 – –
SPC
287
Sigma Planning Corp
Michigan
$12.6M 70,454 +1,842 +3%
WGC
288
Watts Gwilliam & Co
Arizona
$12.6M 70,275 +70,275 New
SP
289
Symmetry Partners
Connecticut
$12.5M 69,474 -186,537 -73%
KV
290
Kickstand Ventures
New York
$12.4M 69,061 +171 +0.2%
LFS
291
Lutz Financial Services
Nebraska
$12.1M 67,646 -840 -1%
WA
292
WBH Advisory
Maryland
$12.1M 67,618 -2,145 -3%
IA
293
IFP Advisors
Florida
$12.1M 67,536 -52,512 -44%
RPCA
294
Running Point Capital Advisors
California
$11.9M 66,224 -1,339 -2%
EC
295
EdgeRock Capital
Colorado
$11.8M 65,996 +1,788 +3%
WWA
296
WCG Wealth Advisors
Nevada
$11.8M 65,995 +11,789 +22%
Creative Planning
297
Creative Planning
Kansas
$11.8M 65,886 +1,041 +2%
SWM
298
Spire Wealth Management
Virginia
$11.6M 64,661 +1,684 +3%
EFL
299
ERn Financial LLC
Wisconsin
$11.6M 64,608 -466 -0.7%
NYLIM
300
New York Life Investment Management
New York
$11.6M 64,496 +45,987 +248%
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