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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
BlackRock
New York
$843M
3
LWM
Liberty Wealth Management
California
$20.6M
4
SFC
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
451
Arrow Investment Advisors
Maryland
$5.2M -$260K -1,448 -5%
MA
452
MONECO Advisors
Connecticut
$5.19M +$19K +106 +0.4%
DWT
453
Dorsey & Whitney Trust
South Dakota
$5.19M +$631K +3,522 +14%
FRA
454
FFG Retirement Advisors
Colorado
$5.18M -$144K -802 -3%
KAS
455
KPP Advisory Services
Kentucky
$5.17M +$1.25M +6,946 +32%
TC
456
Tacita Capital
Ontario, Canada
$5.17M -$82.3K -459 -2%
CAAM
457
Cornerstone Advisors Asset Management
Pennsylvania
$5.16M +$1.46M +8,116 +39%
AWM
458
Aries Wealth Management
Maine
$5.14M +$129K +719 +3%
CFS
459
Commonwealth Financial Services
West Virginia
$5.13M +$4.83M +27,116 +1,588%
PPWM
460
PFG Private Wealth Management
Florida
$5.11M +$65.4K +365 +1%
WFS
461
WealthGarden F.S.
California
$5.07M +$319K +1,777 +7%
GM
462
GeoWealth Management
Illinois
$5.07M +$797K +4,443 +19%
BS
463
Banco Santander
Spain
$5.05M -$201K -1,121 -4%
SAG
464
SageView Advisory Group
California
$5.01M -$4.87M -27,139 -49%
WWG
465
West Wealth Group
California
$5.01M -$267K -1,487 -5%
SQA
466
Simon Quick Advisors
New Jersey
$4.98M -$1.18M -6,599 -19%
WIA
467
World Investment Advisors
California
$4.97M +$366K +2,044 +8%
PFS
468
Prospera Financial Services
Texas
$4.97M +$429K +2,395 +9%
MSA
469
Marino Stram & Associates
Massachusetts
$4.9M +$559K +3,118 +13%
TSWM
470
Tyler-Stone Wealth Management
Ohio
$4.9M +$2.39M +13,346 +96%
TWP
471
Triad Wealth Partners
Kansas
$4.89M +$4.59M +25,620 +1,530%
WFAG
472
Worth Financial Advisory Group
North Carolina
$4.85M -$26K -145 -0.5%
HPM
473
Hoxton Planning & Management
West Virginia
$4.83M +$98.1K +547 +2%
TAM
474
Titleist Asset Management
Texas
$4.74M +$818K +4,564 +21%
BIM
475
Bridges Investment Management
Nebraska
$4.74M -$164K -913 -3%
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