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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 %
TPWA
476
Twin Peaks Wealth Advisors
California
$4.63M +$838K +4,672 +22%
AWAU
477
Alliance Wealth Advisors (Utah)
Utah
$4.63M +$564K +3,145 +14%
MWM
478
Maripau Wealth Management
Indiana
$4.58M -$321K -1,791 -7%
OCM
479
One Capital Management
California
$4.56M -$221K -1,234 -5%
AC
480
Annandale Capital
Texas
$4.55M -$199K -1,108 -4%
PIA
481
Panoramic Investment Advisors
Colorado
$4.5M +$4.5M +25,124 New
O3W
482
Omni 360 Wealth
New Jersey
$4.5M +$70.8K +395 +2%
MLA
483
My Legacy Advisors
Oregon
$4.44M -$2.59M -14,471 -37%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$4.43M +$753K +4,215 +20%
CA
485
Capital Advantage
California
$4.41M +$1.54M +8,576 +54%
CGA
486
Crescent Grove Advisors
Illinois
$4.4M -$104K -578 -2%
ECA
487
Elevated Capital Advisors
Utah
$4.38M -$5.98M -33,329 -58%
SIM
488
SSI Investment Management
California
$4.38M +$3.59K +20 +0.1%
FCM
489
Fortis Capital Management
Washington
$4.38M +$13.1K +73 +0.3%
FSA
490
Financial Services Advisory
Maryland
$4.37M -$61.3K -342 -1%
TWA
491
TCI Wealth Advisors
Arizona
$4.32M -$184K -1,025 -4%
Focus Partners Wealth
492
Focus Partners Wealth
Massachusetts
$4.32M +$1.51M +9,266 +54%
AP
493
Adero Partners
California
$4.31M -$164K -916 -4%
BCG
494
Breakwater Capital Group
New Jersey
$4.27M -$143K -799 -3%
WF
495
Warner Financial
Maryland
$4.27M +$154K +857 +4%
AWM
496
Apollon Wealth Management
South Carolina
$4.23M +$474K +2,645 +13%
KWM
497
Kingsview Wealth Management
Oregon
$4.17M +$68.9K +384 +2%
PTC
498
Private Trust Company
Ohio
$4.1M +$150K +835 +4%
TA
499
TruWealth Advisors
Louisiana
$4.09M +$298K +1,664 +8%
KWS
500
Keystone Wealth Services
California
$4.09M +$155K +862 +4%
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