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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 %
WPW
301
Watershed Private Wealth
Illinois
$11.4M 63,798 +2,857 +5%
MW
302
Maia Wealth
Colorado
$11.4M 63,478 +5,313 +9%
WQ
303
Wealth Quarterback
New Jersey
$11.4M 63,563 -11,084 -15%
MWA
304
Motive Wealth Advisors
Michigan
$11.3M 66,064 – –
PCIG
305
Partners Capital Investment Group
Massachusetts
$11.2M 62,615 +148 +0.2%
CFO
306
Custos Family Office
Texas
$11.1M 62,001 -2,288 -4%
AR
307
Apeiron RIA
Texas
$11M 61,379 +2,559 +4%
GIA
308
Gladstone Institutional Advisory
Florida
$11M 61,344 +124 +0.2%
UWPG
309
Ullmann Wealth Partners Group
Florida
$11M 61,297 -694 -1%
SRC
310
Shufro Rose & Co
New York
$10.9M 64,062 – –
FHA
311
First Horizon Advisors
Tennessee
$10.9M 60,550 +4,321 +8%
CWG
312
Crown Wealth Group
North Carolina
$10.8M 60,328 +2,215 +4%
WA
313
Waverly Advisors
Alabama
$10.7M 59,826 +1,516 +3%
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$10.7M 59,784 -551 -0.9%
FFWA
315
Forthright Family Wealth Advisory
Texas
$10.6M 56,676 -4,443 -7%
SWP
316
ShoreHaven Wealth Partners
New Jersey
$10.6M 58,896 +1,410 +2%
NW
317
NewEdge Wealth
Pennsylvania
$10.5M 58,571 +1,593 +3%
CG
318
Caprock Group
Idaho
$10.5M 58,514 +238 +0.4%
EL
319
EQ LLC
Washington
$10.5M 58,350 +13,872 +31%
WP
320
WealthShield Partners
North Carolina
$10.4M 57,866 +1,437 +3%
WS
321
Wedbush Securities
California
$10.3M 57,675 +10,479 +22%
FAM
322
Family Asset Management
South Carolina
$10.3M 57,477 +2,854 +5%
GWSA
323
Global Wealth Strategies & Associates
Colorado
$10.3M 57,343 +2,049 +4%
GRP
324
Global Retirement Partners
California
$10.2M 57,017 +5,837 +11%
IA
325
IFG Advisory
Georgia
$10.1M 56,294 +16,105 +40%
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