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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 %
MWA
751
Monograph Wealth Advisors
California
$1.35M +$887K +4,945 +192%
FFP
752
FourThought Financial Partners
Florida
$1.34M -$58.3K -325 -4%
FEG
753
Financial Enhancement Group
Indiana
$1.32M -$2M -16,078 -60%
SIA
754
Soltis Investment Advisors
Utah
$1.3M +$20.3K +113 +2%
WWM
755
WT Wealth Management
Arizona
$1.29M -$348K -1,907 -21%
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$1.28M +$34.4K +192 +3%
CPC
757
Consolidated Planning Corp
Georgia
$1.27M -$47K -262 -4%
HWM
758
HB Wealth Management
Georgia
$1.25M -$4.48K -25 -0.4%
CA
759
Continuum Advisory
Idaho
$1.24M -$39.6K -217 -3%
ACM
760
Ardent Capital Management
Ohio
$1.23M – – –
RMAM
761
Raab & Moskowitz Asset Management
New Jersey
$1.23M -$48.2K -269 -4%
NF
762
Nikulski Financial
Iowa
$1.23M – – –
QC
763
Quadrature Capital
United Kingdom
$1.23M +$1.23M +6,845 New
D
764
Dentgroup
Louisiana
$1.22M +$1.79K +10 +0.1%
LA
765
Latitude Advisors
Florida
$1.21M +$306K +1,705 +34%
EA
766
Ergawealth Advisors
Illinois
$1.18M +$1.26K +7 +0.1%
FI
767
FWG Investments
Kentucky
$1.18M +$125K +698 +12%
SC
768
Saiph Capital
New Jersey
$1.18M – – –
MCC
769
Maiden Cove Capital
Maine
$1.16M +$119K +662 +11%
SFA
770
Semmax Financial Advisors
North Carolina
$1.16M +$65.5K +356 +6%
TWP
771
Tempus Wealth Planning
California
$1.16M +$272K +1,516 +31%
LMKC
772
L.M. Kohn & Company
Ohio
$1.16M +$398K +2,217 +52%
JWA
773
JFS Wealth Advisors
Pennsylvania
$1.15M +$2.33K +13 +0.2%
PIA
774
Pinion Investment Advisors
Kansas
$1.15M +$809K +4,512 +237%
SR
775
Syntax Research
Florida
$1.15M +$123K +688 +12%
29 30
31
32 33