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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 %
FDP
576
Financiere des Professionnels
Quebec, Canada
$2.89M – – –
SA
577
SpiderRock Advisors
Delaware
$2.85M +$335K +1,868 +13%
BW
578
Bison Wealth
Georgia
$2.81M +$2.54M +14,192 +954%
CFD
579
Creative Financial Designs
Indiana
$2.8M +$24.9K +139 +0.9%
SFP
580
Shepherd Financial Partners
Massachusetts
$2.8M +$472K +2,633 +20%
Jane Street
581
Jane Street
New York
$2.8M +$2.01M +11,205 +254%
MSWMA
582
Market Street Wealth Management Advisors
Indiana
$2.8M +$28.3K +158 +1%
SOS
583
Silver Oak Securities
Tennessee
$2.79M +$2.27M +12,693 +433%
PWG
584
Portside Wealth Group
Utah
$2.79M +$648K +3,613 +30%
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$2.79M -$20.4K -114 -0.7%
AMM
586
American Money Management
California
$2.79M +$2.79M +15,535 New
PCMC
587
Private Capital Management (Colorado)
Colorado
$2.77M -$321K -1,792 -10%
AWM
588
Axxcess Wealth Management
California
$2.76M -$1.08M -6,016 -28%
NCFG
589
New Century Financial Group
New Jersey
$2.76M +$225K +1,257 +9%
SAM
590
Smartleaf Asset Management
Massachusetts
$2.75M +$379K +2,121 +16%
CRI
591
Commonwealth Retirement Investments
Virginia
$2.75M +$61.5K +343 +2%
BFP
592
Beacon Financial Planning
Massachusetts
$2.73M +$1.1M +6,135 +67%
TCM
593
Triumph Capital Management
Colorado
$2.69M -$849K -4,736 -24%
BWM
594
BlackDiamond Wealth Management
New York
$2.69M -$315K -1,709 -10%
CWA
595
Clearview Wealth Advisors
Oregon
$2.68M +$176K +980 +7%
FCH
596
Freestone Capital Holdings
Washington
$2.68M -$66.7K -372 -2%
RIM
597
Redwood Investment Management
Arizona
$2.68M +$156K +870 +6%
JIP
598
Jaffetilchin Investment Partners
Florida
$2.67M -$41.8K -233 -2%
BEI
599
Benjamin Edwards Inc
Missouri
$2.67M +$2.67M +14,868 New
WP
600
WealthPLAN Partners
Nebraska
$2.66M -$35.9K -200 -1%
22 23
24
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