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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 %
JSL
726
JT Stratford LLC
Georgia
$1.48M +$424K +2,364 +40%
SFA
727
Sequoia Financial Advisors
Ohio
$1.48M -$8.79K -49 -0.6%
AWA
728
Arkadios Wealth Advisors
Georgia
$1.47M -$12.9K -72 -0.9%
MAM
729
Madison Asset Management
Wisconsin
$1.46M – – –
HFS
730
Haverford Financial Services
Pennsylvania
$1.46M – – –
CAM
731
Cozad Asset Management
Illinois
$1.46M – – –
MCM
732
Mainstream Capital Management
California
$1.45M +$1.45M +8,075 New
KWA
733
Kingswood Wealth Advisors
California
$1.44M +$62.8K +350 +5%
ACA
734
Ackerman Capital Advisors
Texas
$1.44M -$16.7K -93 -1%
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$1.44M – – –
B
736
Bailard
California
$1.44M +$60.2K +336 +4%
BJL
737
Brighton Jones LLC
Washington
$1.44M +$68.1K +380 +5%
LA
738
LexAurum Advisors
Kansas
$1.43M +$20.4K +114 +1%
EWA
739
EverSource Wealth Advisors
Alabama
$1.43M -$443K -2,468 -24%
CIA
740
Compass Ion Advisors
Pennsylvania
$1.42M +$1.42M +7,943 New
IAN
741
Integrated Advisors Network
Texas
$1.42M +$57.7K +322 +4%
QCM
742
Quantinno Capital Management
New York
$1.42M +$567K +3,161 +67%
PCM
743
Parsons Capital Management
Rhode Island
$1.42M +$303K +1,690 +27%
LAS
744
Lloyd Advisory Services
Georgia
$1.41M -$62.6K -349 -4%
CCP
745
Clarity Capital Partners
California
$1.41M +$31K +173 +2%
FFBTD
746
First Financial Bank - Trust Division
Ohio
$1.4M -$59K -329 -4%
RFA
747
Resurgent Financial Advisors
Georgia
$1.38M -$48.2K -269 -3%
DAS
748
Dynamic Advisor Solutions
Arizona
$1.35M -$608K -3,389 -31%
CCM
749
Coldstream Capital Management
Washington
$1.35M +$254K +1,414 +23%
MWM
750
MBE Wealth Management
Wisconsin
$1.35M -$34.8K -194 -3%
28 29
30
31 32