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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 %
CIBC Private Wealth Group
851
CIBC Private Wealth Group
Georgia
$822K -$248K -1,385 -23%
CIS
852
Custom Index Systems
New York
$817K +$293K +1,633 +56%
FNWA
853
Financial Network Wealth Advisors
Utah
$816K +$139K +776 +21%
DWP
854
Destiny Wealth Partners
Florida
$812K -$82.5K -460 -9%
SFSG
855
Sound Financial Strategies Group
Mississippi
$811K -$9.5K -53 -1%
LWA
856
Lantern Wealth Advisors
New York
$807K +$66.4K +370 +9%
EP
857
Edgestream Partners
New Jersey
$806K -$37.3K -208 -4%
LGA
858
Lebenthal Global Advisors
New York
$806K +$413K +2,305 +105%
ACM
859
Advisors Capital Management
New Jersey
$797K +$171K +951 +27%
FFWA
860
FRG Family Wealth Advisors
Washington
$797K +$106K +590 +15%
FSA
861
Financial Sense Advisors
California
$795K +$22.4K +125 +3%
AFO
862
Allie Family Office
Florida
$781K – – –
EWS
863
Evergreen Wealth Solutions
Pennsylvania
$772K +$314K +1,751 +69%
LNB
864
Ledyard National Bank
$766K -$28.9K -161 -4%
DIM
865
DLK Investment Management
California
$764K +$57.9K +323 +8%
PWM
866
Paulson Wealth Management
Illinois
$757K – – –
AA
867
Advisory Alpha
Michigan
$757K +$120K +667 +19%
BB
868
Busey Bank
Illinois
$756K +$61.3K +342 +9%
BNP Paribas Financial Markets
869
BNP Paribas Financial Markets
France
$755K -$1.18M -6,595 -61%
Bessemer Group
870
Bessemer Group
New Jersey
$751K +$51.4K +287 +7%
4WM
871
4J Wealth Management
Virginia
$744K -$9.86K -55 -1%
LFA
872
LGT Financial Advisors
Texas
$743K +$86.3K +481 +13%
GIM
873
Goelzer Investment Management
Indiana
$737K – – –
FNT
874
First National Trust
Pennsylvania
$722K +$38K +212 +6%
PPP
875
Private Portfolio Partners
New Jersey
$722K +$722K +4,027 New
33 34
35
36 37