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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 %
AO
1026
Advisor OS
Illinois
$387K 2,159 -97 -4%
CIA
1027
Cape Investment Advisory
Georgia
$386K 2,152 +1,111 +107%
SC
1028
Scotia Capital
Ontario, Canada
$386K 2,151 +343 +19%
UF
1029
Univest Financial
Pennsylvania
$385K 2,149 +2,149 New
IBOK
1030
Independence Bank of Kentucky
Kentucky
$385K 2,145 – –
SM
1031
Sensible Money
Arizona
$384K 2,141 +44 +2%
CAC
1032
Certified Advisory Corp
Florida
$383K 2,134 +2 +0.1%
BZWA
1033
Blue Zone Wealth Advisors
California
$382K 2,132 +2,132 New
OPCM
1034
Osborne Partners Capital Management
California
$380K 2,117 +837 +65%
FFO
1035
Fiduciary Family Office
Florida
$375K 2,090 -569 -21%
EWA
1036
Elevate Wealth Advisory
Georgia
$375K 2,089 +86 +4%
PTC
1037
Philadelphia Trust Company
Pennsylvania
$373K 2,078 +78 +4%
CAM
1038
CPA Asset Management
Florida
$372K 2,077 +11 +0.5%
AWM
1039
Avior Wealth Management
Nebraska
$370K 2,063 -371 -15%
CCM
1040
Carlson Capital Management
Minnesota
$370K 2,062 – –
IAA
1041
Independent Advisor Alliance
North Carolina
$367K 2,047 – –
SIMG
1042
Sonora Investment Management Group
Arizona
$364K 2,031 +2,031 New
W
1043
Wealthquest
Ohio
$363K 2,035 – –
KFI
1044
Key Financial Inc
Pennsylvania
$361K 2,016 – –
PWM
1045
Provident Wealth Management
Tennessee
$361K 2,012 – –
HPC
1046
Hobart Private Capital
North Carolina
$358K 1,995 +185 +10%
ACM
1047
Advance Capital Management
Michigan
$356K 1,988 -524 -21%
AWM
1048
Aprio Wealth Management
Georgia
$354K 1,975 – –
WPP
1049
Whalerock Point Partners
Rhode Island
$354K 1,975 – –
WMA
1050
Wealth Management Associates
New Jersey
$353K 1,966 -40 -2%
40 41
42
43 44