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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 %
BWP
776
Bernardo Wealth Planning
Pennsylvania
$1.14M -$194K -1,068 -15%
TWCA
777
Two West Capital Advisors
Kansas
$1.14M +$153K +856 +16%
HNB
778
Huntington National Bank
Ohio
$1.13M -$1.02M – –
GSC
779
G&S Capital
Colorado
$1.13M -$84.8K -473 -7%
MWM
780
Meridian Wealth Management
Kentucky
$1.13M +$43.4K +242 +4%
SC
781
Stephens Consulting
Michigan
$1.13M -$4.48K -25 -0.4%
ERIM
782
Eagle Ridge Investment Management
Connecticut
$1.13M +$1.13M +6,281 New
VWA
783
Visionary Wealth Advisors
Illinois
$1.13M +$21K +117 +2%
GT
784
Glenview Trust
Kentucky
$1.12M +$2.69K +15 +0.2%
MIC
785
Meridian Investment Counsel
California
$1.12M – – –
PGFC
786
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$14.2K +79 +1%
EA
787
Everpar Advisors
Oklahoma
$1.11M +$181K +1,011 +19%
QCM
788
QRG Capital Management
Illinois
$1.11M +$74.9K +418 +7%
FPAS
789
Focus Partners Advisor Solutions
Missouri
$1.11M +$42.9K +239 +4%
AIA
790
Accelerate Investment Advisors
California
$1.1M +$1.1M +6,112 New
WDG
791
Wealth Dimensions Group
Ohio
$1.09M -$14.5K -81 -1%
AWC
792
Abundance Wealth Counselors
Pennsylvania
$1.09M – – –
BTWM
793
Brass Tax Wealth Management
Ohio
$1.08M +$854K +4,765 +381%
KA
794
Kovack Advisors
Florida
$1.07M +$173K +966 +19%
GEA
795
Glen Eagle Advisors
New Jersey
$1.07M +$59.7K +333 +6%
AA
796
Ancora Advisors
Ohio
$1.07M -$153K -856 -13%
IC
797
IEQ Capital
California
$1.07M +$179 +1 +0%
AWM
798
Atticus Wealth Management
Florida
$1.06M +$19K +106 +2%
LSA
799
L & S Advisors
California
$1.06M +$12.2K +68 +1%
DIA
800
Dana Investment Advisors
Wisconsin
$1.06M +$82.7K +461 +8%
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32
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