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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 %
FB
1001
Fulton Bank
Pennsylvania
$427K 2,382 – –
QWM
1002
Quadcap Wealth Management
Texas
$423K 2,361 +392 +20%
LWL
1003
Leo Wealth LLC
Texas
$415K 2,317 -411 -15%
GKWIM
1004
Gerber Kawasaki Wealth & Investment Management
California
$413K 2,305 +9 +0.4%
BFA
1005
Beaumont Financial Advisors
Massachusetts
$413K 2,301 +67 +3%
FMWA
1006
Forvis Mazars Wealth Advisors
Missouri
$411K 2,293 – –
FWM
1007
Fairhaven Wealth Management
Illinois
$411K 2,291 – –
IAS
1008
Insigneo Advisory Services
Florida
$409K 2,280 +24 +1%
ADL
1009
Asset Dedication LLC
California
$409K 2,279 -140 -6%
CA
1010
CapWealth Advisors
Tennessee
$407K 2,270 +2,270 New
RAS
1011
RPS Advisory Solutions
Kentucky
$404K 2,255 +390 +21%
FFA
1012
Florida Financial Advisors
Florida
$403K 2,249 +255 +13%
SSWM
1013
Strait & Sound Wealth Management
California
$400K 2,229 +1,053 +90%
SW
1014
SVB Wealth
Massachusetts
$398K 2,222 -193,887 -99%
MNA
1015
Manning & Napier Advisors
New York
$393K 2,194 +377 +21%
MFIM
1016
Mesirow Financial Investment Management
Illinois
$393K 2,189 -8 -0.4%
CRC
1017
Curi RMB Capital
Illinois
$392K 2,188 – –
KFG
1018
Kingdom Financial Group
Arizona
$392K 2,186 -526 -19%
EB
1019
Exchange Bank
California
$392K 2,184 +524 +32%
CFG
1020
Citizens Financial Group
Rhode Island
$390K 2,178 +67 +3%
ECA
1021
Elevation Capital Advisory
Oregon
$389K 2,171 -17,332 -89%
TWM
1022
TCFG Wealth Management
California
$389K 2,167 +2,167 New
HWP
1023
Hibernia Wealth Partners
Louisiana
$388K 2,162 -13 -0.6%
FCA
1024
FinTrust Capital Advisors
South Carolina
$387K 2,160 -434 -17%
MA
1025
MJP Associates
Connecticut
$387K 2,159 -97 -4%
39 40
41
42 43