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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 %
KAM
976
Kraft Asset Management
Tennessee
$474K 2,641 – –
KWA
977
Kellett Wealth Advisors
Ohio
$470K 2,619 +25 +1%
GG
978
Greenwood Gearhart
Arkansas
$468K 2,611 – –
HCA
979
Horan Capital Advisors
Ohio
$465K 2,592 – –
LSA
980
Lansing Street Advisors
Pennsylvania
$463K 2,580 +7 +0.3%
FPCP
981
Fort Point Capital Partners
California
$463K 2,580 – –
ZB
982
Zions Bancorporation
Utah
$462K 2,578 – –
SLWA
983
San Luis Wealth Advisors
California
$462K 2,576 +55 +2%
GPA
984
Guerra Pan Advisors
New Jersey
$462K 2,575 – –
CNBTD
985
Citizens National Bank Trust Department
Mississippi
$455K 2,540 – –
Vanguard Group
986
Vanguard Group
Pennsylvania
$454K 2,531 +266 +12%
DWG
987
Darden Wealth Group
Michigan
$452K 2,519 – –
BPWM
988
Badgley Phelps Wealth Managers
Washington
$449K 2,504 +2,504 New
HIA
989
Harbor Investment Advisory
Maryland
$445K 2,482 +6 +0.2%
LRPA
990
L. Roy Papp & Associates
Arizona
$444K 2,477 – –
PPA
991
Painted Porch Advisors
California
$444K 2,474 – –
LLWM
992
Life Line Wealth Management
California
$441K 2,461 -148,412 -98%
GJWM
993
Gilliland Jeter Wealth Management
Arkansas
$438K 2,445 +507 +26%
TCOV
994
Trust Company of Vermont
Vermont
$437K 2,440 -90 -4%
CWM
995
Calamos Wealth Management
Illinois
$435K 2,425 +698 +40%
CAAS
996
Capital Asset Advisory Services
Michigan
$434K 2,421 -64 -3%
LIA
997
LS Investment Advisors
Michigan
$431K 2,405 – –
LWM
998
Lodestone Wealth Management
Washington
$429K 2,393 -480 -17%
GAM
999
Gemmer Asset Management
California
$428K 2,389 +157 +7%
KBFS
1000
Kohmann Bosshard Financial Services
Ohio
$428K 2,388 – –
38 39
40
41 42