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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
$2.84B
2
LPL Financial
LPL Financial
California
$2.64B
3
OWM
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.12B
5
HI
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
BlackRock
New York
$843M
3
LWM
Liberty Wealth Management
California
$20.6M
4
SFC
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
876
Householder Group Estate & Retirement Specialist
Arizona
$722K -$94.3K -526 -12%
NEPPG
877
New England Professional Planning Group
Rhode Island
$716K +$91.6K +511 +15%
PPW
878
Pasadena Private Wealth
California
$714K -$2.15K -12 -0.3%
IIA
879
IPG Investment Advisors
California
$712K -$9.5K -53 -1%
OWP
880
ORG Wealth Partners
Texas
$711K +$711K +3,966 New
MIFH
881
Migdal Insurance & Financial Holdings
Israel
$704K -$1.31M -7,330 -65%
TWP
882
Tyche Wealth Partners
Texas
$700K +$36K +201 +5%
VFA
883
Valeo Financial Advisors
Indiana
$693K -$30.3K -169 -4%
NCM
884
NCM Capital Management
New Jersey
$688K – – –
FEM
885
Fulcrum Equity Management
Texas
$688K -$59.7K -333 -8%
GS
886
GTS Securities
New York
$682K +$682K +3,805 New
YWS
887
Yarger Wealth Strategies
Ohio
$676K +$1.61K +9 +0.2%
WEG
888
World Equity Group
Illinois
$675K +$79.9K +445 +13%
MAWA
889
Moss Adams Wealth Advisors
Washington
$673K +$673K +3,754 New
WSWA
890
Warren Street Wealth Advisors
California
$667K -$896 -5 -0.1%
DT
891
Diversified Trust
Tennessee
$660K -$14.9K -83 -2%
FCM
892
Firestone Capital Management
Florida
$657K +$1.61K +9 +0.2%
OFG
893
Oxford Financial Group
Indiana
$649K – – –
MW
894
MBL Wealth
North Carolina
$649K – – –
FCI
895
Financial Counselors Inc
Kansas
$648K +$95.7K +534 +17%
BTW
896
Boston Trust Walden
Massachusetts
$644K – – –
BP
897
Ballentine Partners
Massachusetts
$643K -$756K -4,215 -54%
Wealthfront Advisers
898
Wealthfront Advisers
California
$641K +$130K +727 +26%
CTWM
899
Cherry Tree Wealth Management
Minnesota
$637K -$5.02K -28 -0.8%
SC
900
Soundwatch Capital
Connecticut
$632K +$632K +3,527 New
34 35
36
37 38