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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 %
CB
901
Commerce Bank
Missouri
$631K +$54.7K +305 +9%
LFG
902
Larson Financial Group
Missouri
$628K -$6.1K -34 -1%
ML
903
McAdam LLC
Pennsylvania
$627K +$119K +666 +24%
HA
904
Herold Advisors
New York
$618K +$47.2K +263 +8%
BFG
905
Bleakley Financial Group
New Jersey
$617K – – –
FNWM
906
Financial Network Wealth Management
Utah
$614K – – –
JPG
907
Jordan Park Group
California
$610K -$501K -2,792 -45%
G
908
GenTrust
Florida
$610K -$42.1K -235 -6%
WLIM
909
White Lighthouse Investment Management
Massachusetts
$606K +$2.69K +15 +0.4%
DOA
910
D'Orazio & Associates
Virginia
$605K +$605K +3,373 New
PAM
911
Palisade Asset Management
Minnesota
$602K – – –
MWM
912
Moulton Wealth Management
Washington
$601K +$601K +3,353 New
FIM
913
Fernwood Investment Management
Massachusetts
$595K -$458K -2,557 -44%
PFA
914
Pinnacle Family Advisors
Missouri
$593K +$1.43K +8 +0.2%
PCA
915
Pallas Capital Advisors
Massachusetts
$589K -$556K -3,093 -49%
FA
916
Fortis Advisors
Pennsylvania
$586K +$122K +678 +26%
AWM
917
Accurate Wealth Management
Florida
$585K +$585K +3,234 New
SL
918
Sentinus LLC
Illinois
$578K -$30.2M -61,234 -98%
GFA
919
Gallagher Fiduciary Advisors
Illinois
$575K -$211K -1,176 -27%
S
920
Sachetta
Massachusetts
$568K -$33.2K -185 -6%
MC
921
Moors & Cabot
Massachusetts
$566K +$29.9K +167 +6%
FNBT
922
FineMark National Bank & Trust
Florida
$561K +$156K +868 +38%
OLVIG
923
Oliver Lagore Vanvalin Investment Group
Michigan
$561K -$51.3K -286 -8%
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
$561K +$80K +446 +17%
FF
925
Farnam Financial
Arizona
$558K +$558K +3,114 New
35 36
37
38 39