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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$306M 1,706,643 +41,170 +2%
CWM
27
Connecticut Wealth Management
Connecticut
$282M 1,573,846 +39,780 +3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$280M 1,813,309 -556,597 -23%
Stifel Financial
29
Stifel Financial
Missouri
$269M 1,497,670 +61,513 +4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$255M 1,424,905 +39,144 +3%
MWM
31
Merriman Wealth Management
Washington
$249M 1,388,947 +4,104 +0.3%
IWC
32
Integrated Wealth Concepts
Massachusetts
$243M 1,356,703 +182,557 +16%
HighTower Advisors
33
HighTower Advisors
Illinois
$243M 1,355,807 -10,704 -0.8%
Osaic Holdings
34
Osaic Holdings
Arizona
$233M 1,296,883 +41,220 +3%
HTC
35
Haverford Trust Company
Pennsylvania
$232M 1,295,366 +62,283 +5%
WBG
36
Wharton Business Group
Pennsylvania
$227M 1,267,468 +4,176 +0.3%
MMA
37
Miracle Mile Advisors
California
$223M 1,244,952 +33,167 +3%
OWM
38
Orgel Wealth Management
Wisconsin
$222M 1,236,792 +515,998 +72%
OIA
39
OneDigital Investment Advisors
Kansas
$193M 1,077,455 +13,332 +1%
SCM
40
SCS Capital Management
Massachusetts
$171M 955,992 +139,840 +17%
RJA
41
Raymond James & Associates
Florida
$171M 954,296 +14,384 +2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$162M 905,088 +35,549 +4%
EWM
43
Empirical Wealth Management
Washington
$151M 842,162 +40,583 +5%
SA
44
Sanctuary Advisors
Indiana
$142M 779,459 +96,369 +14%
Corient Private Wealth
45
Corient Private Wealth
Florida
$140M 781,333 -29,262 -4%
NA
46
NewEdge Advisors
Louisiana
$134M 746,726 +63,016 +9%
BL
47
Balentine LLC
Georgia
$132M 735,862 +9,799 +1%
TIAA Trust, National Association
48
TIAA Trust, National Association
North Carolina
$131M 731,353 +9,828 +1%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$130M 722,969 -281,604 -28%
3AM
50
3EDGE Asset Management
Florida
$128M 716,478 +116,196 +19%
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