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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
+$208M
2
LPL Financial
LPL Financial
California
+$170M
3
OWM
Orgel Wealth Management
Wisconsin
+$92.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$90.9M
5
HI
Horizon Investments
North Carolina
+$66.7M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$899M
2
BlackRock
BlackRock
New York
-$172M
3
LWM
Liberty Wealth Management
California
-$119M
4
SFC
Strategic Financial Concepts
Texas
-$111M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
601
Marks Group Wealth Management
Minnesota
$2.64M -$11.3K -63 -0.4%
EWA
602
EP Wealth Advisors
California
$2.63M +$209K +1,167 +9%
SPI
603
Sutton Place Investors
New York
$2.59M +$124K +693 +5%
FW
604
FullCircle Wealth
Texas
$2.58M +$79.2K +440 +3%
BSTWA
605
Blake Schutter Theil Wealth Advisors
Ohio
$2.55M +$2.55M +14,205 New
CWP
606
CFM Wealth Partners
Texas
$2.54M +$219K +1,223 +9%
PIA
607
Perennial Investment Advisors
California
$2.52M +$581K +3,240 +30%
TCWM
608
Total Clarity Wealth Management
Illinois
$2.51M +$421K +2,346 +20%
AWA
609
Acorn Wealth Advisors
Michigan
$2.51M -$85.3K -476 -3%
FA
610
Flagstar Advisors
New York
$2.48M -$37.1K -207 -1%
SMG
611
Smart Money Group
Texas
$2.43M +$2.29K +13 +0.1%
AP
612
Agilis Partners
Massachusetts
$2.43M -$41.8K -233 -2%
CPIG
613
Chicago Partners Investment Group
Illinois
$2.38M -$2.07M -11,533 -47%
PFA
614
Peak Financial Advisors
Colorado
$2.38M +$201K +1,123 +9%
UBS AM
615
UBS AM
Illinois
$2.37M +$2.37M +13,200 New
Pictet Asset Management
616
Pictet Asset Management
Switzerland
$2.37M +$2.37M +13,200 New
KFGK
617
Keystone Financial Group (Kentucky)
Kentucky
$2.35M +$2.35M +13,112 New
MWM
618
Mission Wealth Management
California
$2.34M +$122K +682 +6%
TWM
619
Thrive Wealth Management
Pennsylvania
$2.34M -$25.8K -144 -1%
Vontobel Holding
620
Vontobel Holding
Switzerland
$2.33M -$269K -1,500 -10%
RCM
621
RMR Capital Management
California
$2.31M -$1.26K -7 -0.1%
9WM
622
9258 Wealth Management
Ohio
$2.29M +$72.1K +402 +3%
APC
623
Aspire Private Capital
North Carolina
$2.27M +$211K +1,179 +10%
AIP
624
Almanack Investment Partners
Pennsylvania
$2.27M – – –
TPWA
625
TRUE Private Wealth Advisors
Oregon
$2.25M -$43.6K -243 -2%
23 24
25
26 27