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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FFG
401
Foundry Financial Group
New Hampshire
$6.72M +$28.2K +157 +0.4%
MYIA
402
Mount Yale Investment Advisors
Colorado
$6.7M -$417K -2,328 -6%
CWM
403
Certus Wealth Management
California
$6.57M +$291K +1,625 +5%
RSWM
404
Robertson Stephens Wealth Management
California
$6.55M -$21K -117 -0.3%
CAL
405
Capital Analysts LLC
Pennsylvania
$6.54M +$2.35M +13,091 +56%
TI
406
Tidal Investments
Wisconsin
$6.52M +$6.52M +36,366 New
BBA
407
Braun-Bostich & Associates
Pennsylvania
$6.46M +$398K +2,217 +7%
BAM
408
BOS Asset Management
Illinois
$6.43M +$508K +2,831 +9%
PSCM
409
Per Stirling Capital Management
Texas
$6.43M +$465K +2,593 +8%
SVWG
410
Shared Vision Wealth Group
United States
$6.38M +$129K +718 +2%
HCM
411
Highview Capital Management
Illinois
$6.32M +$224K +1,251 +4%
CCA
412
Cora Capital Advisors
New Jersey
$6.25M -$90K -502 -1%
FAM
413
Formidable Asset Management
Ohio
$6.25M -$233K -1,297 -4%
ELI
414
Empire Life Investments
Ontario, Canada
$6.25M -$592K -3,300 -9%
EFG
415
Ethos Financial Group
Pennsylvania
$6.23M -$73.9K -412 -1%
FGA
416
Fortis Group Advisors
New Jersey
$6.22M +$1.58M +8,786 +34%
AF
417
Advisornet Financial
Minnesota
$6.15M +$113K +633 +2%
GWP
418
Gen-Wealth Partners
Michigan
$6.13M +$286K +1,592 +5%
MCM
419
MAI Capital Management
Ohio
$6.1M -$221K -1,233 -3%
PS
420
Principal Securities
Iowa
$6.09M +$3.46M +19,270 +131%
LIM
421
Leavell Investment Management
Alabama
$6.05M +$255K +1,424 +4%
TFM
422
Trademark Financial Management
Minnesota
$6.04M -$473K -2,640 -7%
AC
423
Allstate Corporation
Illinois
$5.97M +$5.39M +30,043 +918%
IC
424
Inscription Capital
Texas
$5.94M -$179 -1 -0%
QPWM
425
Quadrant Private Wealth Management
Pennsylvania
$5.91M +$916K +5,108 +18%
15 16
17
18 19