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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.

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
1
Fidelity Investments
Massachusetts
$2.84B
2
LPL Financial
2
LPL Financial
California
$2.64B
3
OWM
3
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B
5
HI
5
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
2
BlackRock
New York
$843M
3
LWM
3
Liberty Wealth Management
California
$20.6M
4
SFC
4
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
51
SNS Financial Group
Minnesota
$128M 716,318 +9,641 +1%
FIA
52
Foundations Investment Advisors
Arizona
$118M 660,369 +60,596 +10%
FG
53
Foster Group
Iowa
$115M 642,656 +1,081 +0.2%
BWL
54
Bogart Wealth LLC
Virginia
$110M 613,695 -174 -0%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$109M 608,044 +33,094 +6%
JC
56
JB Capital
Connecticut
$107M 599,230 +25,024 +4%
SMA
57
Sage Mountain Advisors
Georgia
$106M 591,247 -11,913 -2%
GFS
58
GYL Financial Synergies
Connecticut
$105M 585,994 -755 -0.1%
OWP
59
Obermeyer Wealth Partners
Colorado
$103M 572,102 -73,577 -11%
UCFA
60
United Capital Financial Advisors
Texas
$102M 570,325 -3,641 -0.6%
CAM
61
Cresset Asset Management
Illinois
$99.7M 555,819 -6,086 -1%
KAS
62
Kestra Advisory Services
Texas
$98.2M 547,809 -24,025 -4%
Franklin Resources
63
Franklin Resources
California
$95.7M 522,171 -13,296 -2%
KIM
64
Kestra Investment Management
Texas
$95.4M 531,906 +78,268 +17%
AWS
65
Atria Wealth Solutions
New York
$88.8M 495,262 +1,119 +0.2%
SC
66
Savant Capital
Illinois
$88M 491,008 -873 -0.2%
PCIA
67
Prime Capital Investment Advisors
Kansas
$87.2M 486,369 -12,808 -3%
DADC
68
D.A. Davidson & Co
Montana
$85.7M 477,920 +16,466 +4%
CA
69
Clearstead Advisors
Ohio
$85.1M 474,360 +15,007 +3%
AWM
70
AE Wealth Management
Kansas
$83.4M 465,159 +11,214 +2%
BAAM
71
Baker Avenue Asset Management
California
$83.1M 463,644 +1,322 +0.3%
JIC
72
Johnson Investment Counsel
Ohio
$82.7M 461,433 +7,316 +2%
EH
73
Equitable Holdings
New York
$80.5M 448,782 +23,864 +6%
HFS
74
Howard Financial Services
Texas
$78.5M 437,769 +52,269 +14%
PAG
75
Private Advisor Group
New Jersey
$78.4M 437,372 +46,282 +12%
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