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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 %
HKIMG
676
Hutchens & Kramer Investment Management Group
Indiana
$1.87M +$393K +2,207 +27%
PW
677
Paladin Wealth
Minnesota
$1.85M +$1.85M +10,333 New
RCM
678
Raleigh Capital Management
North Carolina
$1.84M +$33.4K +186 +2%
PCG
679
Prosperity Consulting Group
Maryland
$1.83M -$349K -1,944 -16%
MA
680
MKT Advisors
California
$1.82M +$39.6K +222 +2%
SPWM
681
Schrum Private Wealth Management
Florida
$1.8M +$946K +5,278 +111%
BCA
682
Bay Colony Advisors
Massachusetts
$1.8M +$111K +618 +7%
EFG
683
Elios Financial Group
Ohio
$1.79M +$1.79M +9,973 New
ATPW
684
Ashton Thomas Private Wealth
Arizona
$1.79M +$3.59K +20 +0.2%
TWA
685
Talisman Wealth Advisors
New Jersey
$1.78M +$162K +904 +10%
CCG
686
Catalina Capital Group
California
$1.77M -$57.6K -321 -3%
Principal Financial Group
687
Principal Financial Group
Iowa
$1.77M +$481K +2,682 +37%
SPWG
688
Syntegra Private Wealth Group
Missouri
$1.77M -$8.43K -47 -0.5%
BWM
689
Bulltick Wealth Management
Florida
$1.77M -$56.5K -315 -3%
AWM
690
Aspire Wealth Management
Massachusetts
$1.77M +$121K +674 +7%
JWBC
691
John W. Brooker & Co
California
$1.75M -$13.8K -77 -0.8%
AWA
692
Amplius Wealth Advisors
Pennsylvania
$1.73M -$24.4K -136 -1%
AHL
693
Abel Hall LLC
Louisiana
$1.72M -$19.9K -111 -1%
PI
694
PFG Investments
New York
$1.72M +$1.01M +5,654 +144%
AWA
695
Alta Wealth Advisors
Massachusetts
$1.7M +$5.2K +29 +0.3%
WWP
696
WR Wealth Planners
Missouri
$1.69M +$484K +2,700 +40%
MWA
697
Merkkuri Wealth Advisors
New York
$1.69M +$269K +1,500 +19%
RFN
698
RDA Financial Network
Iowa
$1.68M +$129K +718 +8%
TSS
699
Two Sigma Securities
New York
$1.67M +$1.67M +9,337 New
D
700
Diversified
Delaware
$1.67M +$48.2K +269 +3%
26 27
28
29 30