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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 %
SF
801
Summit Financial
New Jersey
$1.06M +$1.06M +5,889 New
BCWM
802
Bartlett & Co Wealth Management
Ohio
$1.05M -$2.51K -14 -0.2%
MFP
803
Meridian Financial Partners
Virginia
$1.05M – – –
VFPW
804
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.04M +$1.04M +5,823 New
WT
805
Washington Trust
Rhode Island
$1.04M -$31.2K -174 -3%
CWM
806
Cahaba Wealth Management
Georgia
$1.04M -$35.5K -198 -3%
ACG
807
Allen Capital Group
Nebraska
$1.03M – – –
WFM
808
Wolff Financial Management
Michigan
$1.03M -$123K -684 -11%
AFG
809
Allegheny Financial Group
Pennsylvania
$1.02M – – –
V
810
ViaWealth
Kansas
$1.02M -$23.1K -129 -2%
MFWP
811
Mosaic Family Wealth Partners
Missouri
$994K -$212K -1,181 -18%
Squarepoint
812
Squarepoint
New York
$990K +$362K +2,018 +58%
PAMG
813
Patton Albertson Miller Group
Tennessee
$989K – – –
CFCI
814
Comprehensive Financial Consultants Institutional
Indiana
$986K -$962K -5,368 -49%
SIS
815
Sound Income Strategies
Florida
$985K +$30.7K +171 +3%
FAB
816
First American Bank
Illinois
$972K +$79.3K +442 +9%
PCS
817
Personal CFO Solutions
New Jersey
$971K +$27.1K +151 +3%
SG
818
StoneX Group
New York
$971K +$28.7K +160 +3%
DWM
819
Drive Wealth Management
Utah
$970K +$239K +1,333 +33%
IAG
820
Investment Advisory Group
Massachusetts
$966K -$22.8K -127 -2%
FT
821
Fiduciary Trust
Massachusetts
$957K -$43K -240 -4%
Pathstone Holdings
822
Pathstone Holdings
New Jersey
$957K -$637K -3,555 -40%
IRC
823
Investors Research Corp
Georgia
$951K +$41.2K +230 +5%
MWM
824
Modera Wealth Management
New Jersey
$949K -$10K -56 -1%
BAM
825
Belpointe Asset Management
Nevada
$938K +$52.7K +294 +6%
31 32
33
34 35