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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 %
Mariner
76
Mariner
Kansas
$76.3M 425,802 +11,765 +3%
APW
77
Austin Private Wealth
Texas
$74.4M 415,220 +23,630 +6%
Two Sigma Investments
78
Two Sigma Investments
New York
$74.4M 414,900 -152,100 -27%
CHP
79
Cable Hill Partners
Oregon
$73.6M 410,589 +5,283 +1%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$72.7M 405,565 -28,555 -7%
SC
81
Schoolcraft Capital
Colorado
$71.9M 401,020 -6,585 -2%
SF
82
Synovus Financial
Georgia
$71.6M 399,550 -8,511 -2%
US Bancorp
83
US Bancorp
Minnesota
$71.4M 398,196 -928 -0.2%
UB
84
UMB Bank
Missouri
$71.3M 397,796 +36,242 +10%
SWA
85
Sax Wealth Advisors
New Jersey
$70.9M 395,226 +17,783 +5%
FFA
86
Fragasso Financial Advisors
Pennsylvania
$70.2M 391,294 +63,859 +20%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M 378,695 -556,999 -60%
Prudential Financial
88
Prudential Financial
New Jersey
$66.4M 370,401 +36,858 +11%
AWMS
89
Advocacy Wealth Management Services
Georgia
$62.5M 348,660 +25,187 +8%
FA
90
Financial Advisors
Massachusetts
$60.6M 338,231 -942 -0.3%
VU
91
Valence8 US
Massachusetts
$60.5M 337,472 +36,424 +12%
STA
92
Summit Trail Advisors
New York
$60.1M 335,061 +47,262 +16%
GI
93
Gradient Investments
Minnesota
$59.5M 332,084 +4,311 +1%
WSFS
94
Wilmington Savings Fund Society
Delaware
$59M 329,029 -8,403 -2%
TC
95
Trilogy Capital
California
$58.7M 327,632 +2,094 +0.6%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$57.1M 318,980 +198,197 +164%
LC
97
Landaas & Company
Wisconsin
$56.9M 317,085 +36,037 +13%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$56.5M 314,899 -3,762 -1%
Truist Financial
99
Truist Financial
North Carolina
$55.4M 309,083 +835 +0.3%
PA
100
Pinnacle Associates
New York
$55.2M 375,104 -16,141 -4%
2 3
4
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