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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 %
AAS
826
Asset Allocation Strategies
Michigan
$934K +$934K +5,206 New
CM
827
Columbus Macro
Pennsylvania
$926K +$11.9K +66 +1%
NG
828
Norden Group
Utah
$923K +$511K +2,851 +124%
AWG
829
Altus Wealth Group
Colorado
$899K -$50.2K -280 -5%
CCG
830
Cloverfields Capital Group
Minnesota
$895K – – –
FCA
831
FLC Capital Advisors
California
$892K – – –
LL
832
LPWM LLC
Minnesota
$890K +$1.07K +6 +0.1%
HS
833
Horan Securities
United States
$888K -$50K -279 -5%
SAI
834
Savvy Advisors Inc
New York
$887K +$156K +868 +21%
NFG
835
Nations Financial Group
Iowa
$887K -$13.4K -75 -1%
SWM
836
SeaCrest Wealth Management
New York
$882K +$421K +2,348 +91%
First Manhattan
837
First Manhattan
New York
$874K -$17.2K -96 -2%
PW
838
Peninsula Wealth
California
$872K +$221K +1,213 +34%
LA
839
Lifeworks Advisors
Michigan
$862K +$40K +223 +5%
BCM
840
Beck Capital Management
Texas
$857K +$14.5K +81 +2%
SWP
841
Semus Wealth Partners
Florida
$855K +$177K +985 +26%
LSPW
842
Lake Street Private Wealth
Illinois
$855K +$107K +595 +14%
FGC
843
Financial Gravity Companies
Texas
$854K +$854K +4,763 New
OWM
844
OneAscent Wealth Management
Alabama
$849K +$152K +847 +22%
MCA
845
MSH Capital Advisors
Arizona
$849K +$297K +1,654 +54%
SPW
846
Sonoma Private Wealth
California
$846K +$55K +307 +7%
CF
847
Clarity Financial
Texas
$844K +$283K +1,580 +51%
GWMR
848
GC Wealth Management RIA
Massachusetts
$840K +$37.1K +207 +5%
GVAG
849
Great Valley Advisor Group
Delaware
$832K -$14K -78 -2%
EAM
850
Empirical Asset Management
Massachusetts
$830K +$179K +1,000 +28%
32 33
34
35 36