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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.

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
1
Fidelity Investments
Massachusetts
$2.84B
2
LPL Financial
2
LPL Financial
California
$2.64B
3
OWM
3
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B
5
HI
5
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
2
BlackRock
New York
$843M
3
LWM
3
Liberty Wealth Management
California
$20.6M
4
SFC
4
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
951
Etesian Wealth Advisors
Oregon
$516K 2,880 +2,880 New
IA
952
Inspire Advisors
Idaho
$515K 2,872 +127 +5%
TW
953
TritonPoint Wealth
Maryland
$514K 2,876 -5 -0.2%
APW
954
Axim Planning & Wealth
Ohio
$512K 2,854 +725 +34%
ACI
955
Alpha Cubed Investments
California
$511K 2,852 – –
Qube Research & Technologies (QRT)
956
Qube Research & Technologies (QRT)
United Kingdom
$510K 2,845 -4,105 -59%
WA
957
Waddell & Associates
Tennessee
$507K 2,828 -91 -3%
HFO
958
Heritage Family Offices
Arizona
$505K 2,817 +181 +7%
LT
959
Legacy Trust
Michigan
$497K 2,773 +2,773 New
Marshall Wace
960
Marshall Wace
United Kingdom
$496K 2,765 +2,765 New
SFC
961
Strategic Financial Concepts
Texas
$496K 2,765 -620,776 -100%
NS
962
NBC Securities
Alabama
$493K 2,752 -223 -7%
FA
963
Fermata Advisors
California
$484K 2,699 +155 +6%
DTC
964
Davidson Trust Company
Washington
$484K 2,699 +483 +22%
DIM
965
Delta Investment Management
California
$482K 2,690 +536 +25%
JGIA
966
Jackson Grant Investment Advisers
Connecticut
$482K 2,686 +6 +0.2%
MAS
967
Meeder Advisory Services
Ohio
$480K 2,679 +668 +33%
CWC
968
Carolinas Wealth Consulting
North Carolina
$480K 2,678 +295 +12%
SFC
969
SYM Financial Corp
Indiana
$479K 2,672 – –
AB
970
Atlas Brown
Kentucky
$477K 2,662 +469 +21%
CCA
971
Clearwater Capital Advisors
Illinois
$475K 2,648 +84 +3%
ACP
972
Aveo Capital Partners
Colorado
$475K 2,648 -25 -0.9%
DI
973
Disciplined Investments
Oklahoma
$474K 2,644 -23 -0.9%
SIC
974
Sterling Investment Counsel
New York
$474K 2,642 -8 -0.3%
BP
975
BBR Partners
New York
$474K 2,642 – –
37 38
39
40 41