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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 %
AIM
926
Anchor Investment Management
South Carolina
$556K – – –
TA
927
TrueWealth Advisors
Alabama
$554K -$118K -656 -18%
GA
928
Geller Advisors
New York
$553K – – –
NIC
929
Northwest Investment Counselors
Oregon
$552K – – –
OWA
930
Octavia Wealth Advisors
Ohio
$549K +$104K +582 +23%
FFA
931
Fortune Financial Advisors
Kansas
$549K -$3.41K -19 -0.6%
C
932
CEDRUS
Colorado
$548K +$548K +3,056 New
QP
933
Quartz Partners
New York
$539K +$539K +3,005 New
Empower Advisory Group
934
Empower Advisory Group
Colorado
$538K -$164K -917 -23%
FA
935
Fiduciary Alliance
South Carolina
$537K +$17.6K +98 +3%
NIA
936
NIA Impact Advisors
California
$537K – – –
RIM
937
Rockbridge Investment Management
New York
$535K +$2.69K +15 +0.5%
GTAM
938
Global Trust Asset Management
Florida
$535K +$189K +1,055 +55%
LSIA
939
LaSalle St. Investment Advisors
Illinois
$534K +$534K +2,980 New
FTS
940
Fifth Third Securities
Ohio
$532K -$5.56K -31 -1%
BHPW
941
Beverly Hills Private Wealth
California
$532K -$213K -1,186 -29%
MW
942
Marcum Wealth
Ohio
$530K -$45.4K -253 -8%
FWCM
943
Ferguson Wellman Capital Management
Oregon
$528K – – –
WJA
944
Willis Johnson & Associates
Texas
$527K -$41.4K -231 -7%
RG
945
Rathbones Group
United Kingdom
$527K -$33.2K -185 -6%
GBWM
946
Granite Bay Wealth Management
New Hampshire
$526K +$114K +633 +28%
WWM
947
Waterway Wealth Management
Texas
$525K +$1.44K +8 +0.3%
VT
948
Vise Technologies
New York
$525K -$3.23K -18 -0.6%
SEIA
949
Signature Estate & Investment Advisors
California
$521K +$105K +586 +25%
IPA
950
Investment Planning Advisors
Georgia
$520K – – –
36 37
38
39 40