QUAL icon

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 %
RJT
426
Raymond James Trust
Florida
$5.85M +$930K +5,185 +19%
ONB
427
Old National Bancorp
Indiana
$5.83M -$667K -3,721 -10%
VIM
428
Vista Investment Management
Pennsylvania
$5.8M +$61.1K +341 +1%
Renaissance Technologies
429
Renaissance Technologies
New York
$5.77M +$4.55M +25,400 +374%
MWS
430
Maxwell Wealth Strategies
California
$5.77M +$455K +2,545 +9%
JWCA
431
J.W. Cole Advisors
Florida
$5.74M +$144K +801 +3%
VWWMG
432
Vermillion & White Wealth Management Group
Pennsylvania
$5.73M +$813K +4,534 +17%
AWE
433
Avidian Wealth Enterprises
Texas
$5.67M -$66.3K -370 -1%
PLU
434
Performa Ltd (US)
South Carolina
$5.67M -$374K -2,088 -6%
FA
435
FDx Advisors
Illinois
$5.63M -$88K -491 -2%
SAW
436
Signal Advisors Wealth
Michigan
$5.62M +$5.4M +30,121 +2,459%
AWA
437
Adapt Wealth Advisors
Georgia
$5.59M +$2.97M +16,551 +113%
AL
438
ADE LLC
Maryland
$5.57M +$300K +1,672 +6%
LJAC
439
L.J. Altfest & Co
New York
$5.57M +$4.48M +24,984 +411%
DAS
440
Diversify Advisory Services
Utah
$5.56M -$1.08M -5,939 -16%
RFA
441
Rollins Financial Advisors
New York
$5.54M +$134K +746 +2%
AG
442
AlTi Global
New York
$5.43M – – –
B
443
Barings
North Carolina
$5.37M -$53.4M -297,865 -91%
CAG
444
Crestwood Advisors Group
Massachusetts
$5.34M +$1.21M +6,734 +29%
AC
445
Avestar Capital
New York
$5.34M -$306K -1,708 -5%
LF
446
Lantz Financial
Illinois
$5.32M +$226K +1,259 +4%
SFG
447
Shum Financial Group
California
$5.29M +$5.29M +29,043 New
KCM
448
KM Capital Management
Texas
$5.26M +$156K +871 +3%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$5.23M +$379K +2,111 +8%
C1AG
450
Client 1st Advisory Group
Florida
$5.22M +$918K +5,118 +21%
16 17
18
19 20