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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 %
DWA
501
Delos Wealth Advisors
Texas
$4.09M +$264K +1,474 +7%
CC
502
Copperleaf Capital
North Carolina
$4.07M -$72.8K -406 -2%
FPGK
503
Financial Partners Group (Kansas)
Kansas
$4.06M +$287K +1,598 +8%
PWM
504
Pacific Wealth Management
California
$4.05M +$4.05M +22,590 New
BFA
505
Brown Financial Advisors
Ohio
$4.03M +$203K +1,131 +5%
MWM
506
MorganRosel Wealth Management
Colorado
$4M -$35K -195 -0.9%
SW
507
Signify Wealth
Missouri
$3.98M +$416K +2,320 +12%
GWP
508
Gateway Wealth Partners
Wisconsin
$3.93M +$405K +2,260 +11%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$3.93M +$551K +3,072 +16%
CWM
510
Cornerstone Wealth Management
Missouri
$3.93M -$56.5K -315 -1%
FF
511
Fluent Financial
Texas
$3.91M +$174K +969 +5%
IFWM
512
Institute for Wealth Management
Colorado
$3.87M -$41.6K -232 -1%
VPP
513
Vertex Planning Partners
Illinois
$3.86M +$211K +1,177 +6%
MFA
514
Millington Financial Advisors
Illinois
$3.85M +$233K +1,302 +6%
WIC
515
Woodmont Investment Counsel
Tennessee
$3.85M -$146K -817 -4%
TL
516
Tradewinds LLC
North Carolina
$3.83M +$979K +5,463 +34%
AWM
517
Alterna Wealth Management
Texas
$3.77M +$12.9K +72 +0.3%
TRCT
518
Tower Research Capital (TRC)
New York
$3.76M +$3.76M +20,961 New
FCFC
519
First Citizens Financial Corp
Iowa
$3.75M +$53.6K +299 +1%
AF
520
Apollon Financial
South Carolina
$3.75M +$243K +1,354 +7%
ICP
521
Interchange Capital Partners
Pennsylvania
$3.73M -$21.9K -122 -0.6%
AFG
522
Atomi Financial Group
New York
$3.68M -$231K -1,288 -6%
QC
523
Quent Capital
New York
$3.68M -$87.3K -487 -2%
ACM
524
Absolute Capital Management
Pennsylvania
$3.68M -$849K -4,734 -19%
GWM
525
Geneos Wealth Management
Colorado
$3.66M +$214K +1,194 +6%
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