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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 %
BPA
526
Beacon Pointe Advisors
California
$3.64M -$209K -1,168 -5%
FF
527
Farrell Financial
New York
$3.59M -$148K -801 -4%
RSWA
528
Robinson Smith Wealth Advisors
Maine
$3.57M +$109K +607 +3%
TCA
529
Transcend Capital Advisors
New Jersey
$3.49M +$79.3K +442 +2%
Deutsche Bank
530
Deutsche Bank
Germany
$3.48M +$2.42M +13,500 +229%
Susquehanna International Group
531
Susquehanna International Group
Pennsylvania
$3.46M +$3.46M +19,284 New
MG
532
Mather Group
Illinois
$3.46M -$338K -1,883 -9%
PCA
533
Peddock Capital Advisors
Massachusetts
$3.46M +$232K +1,294 +7%
CGFA
534
Colton Groome Financial Advisors
North Carolina
$3.45M -$122K -681 -3%
SWM
535
Silverlake Wealth Management
Vermont
$3.45M -$30.1K -168 -0.9%
DWM
536
Dakota Wealth Management
Florida
$3.45M +$88.4K +493 +3%
BFA
537
Beacon Financial Advisory
Ohio
$3.44M -$122K -679 -3%
BFC
538
Bedel Financial Consulting
Indiana
$3.44M -$27.8K -155 -0.8%
Natixis Advisors
539
Natixis Advisors
Massachusetts
$3.44M +$495K +2,759 +17%
CWP
540
Cyndeo Wealth Partners
Florida
$3.43M -$562K -3,137 -14%
PFT
541
Providence First Trust
Arizona
$3.42M +$2.25M +12,545 +192%
Russell Investments Group
542
Russell Investments Group
United Kingdom
$3.38M +$3.05K +17 +0.1%
AT
543
American Trust
Kentucky
$3.38M -$390K -2,173 -10%
GT
544
Greenleaf Trust
Michigan
$3.37M +$63.5K +354 +2%
RF
545
RHS Financial
California
$3.36M -$394K -2,195 -10%
MWM
546
Mosley Wealth Management
California
$3.35M +$419K +2,305 +14%
MFG
547
Magnus Financial Group
New York
$3.34M -$17.2K -96 -0.5%
CAM
548
Concorde Asset Management
Michigan
$3.34M +$220K +1,225 +7%
AWA
549
Arete Wealth Advisors
Illinois
$3.34M -$545K -3,055 -14%
FIM
550
Freedom Investment Management
Connecticut
$3.33M +$864K +4,821 +35%
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