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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 %
AWC
1051
Adamsbrown Wealth Consultants
Kansas
$351K 1,959 +52 +3%
MFG
1052
Mosaic Financial Group
Illinois
$351K 1,958 – –
KA
1053
Klingman & Associates
New York
$350K 1,951 +39 +2%
MA
1054
Montag & Associates
Georgia
$347K 1,936 – –
CFA
1055
CWS Financial Advisors
Michigan
$344K 1,920 – –
Fisher Asset Management
1056
Fisher Asset Management
Washington
$344K 1,916 -23 -1%
ZF
1057
Zhang Financial
Michigan
$343K 1,915 +1 +0.1%
PMFA
1058
Plante Moran Financial Advisors
Michigan
$343K 1,911 +219 +13%
EW
1059
Evoke Wealth
California
$342K 1,909 +1,909 New
HAS
1060
HBW Advisory Services
California
$341K 1,903 -2,077 -52%
CWS
1061
Confluence Wealth Services
Pennsylvania
$341K 1,901 -252 -12%
FIS
1062
Fischer Investment Strategies
California
$338K 1,887 +1,887 New
HTHT
1063
Hemenway Trust Hemenway Trust
New Hampshire
$338K 1,885 – –
SIC
1064
Salem Investment Counselors
North Carolina
$337K 1,878 – –
APW
1065
Acima Private Wealth
Virginia
$335K 1,867 – –
CCA
1066
Criterion Capital Advisors
Tennessee
$333K 1,949 – –
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$330K 1,842 – –
PWMG
1068
Pinnacle Wealth Management Group
Michigan
$326K 1,818 -135 -7%
WFC
1069
Western Financial Corp
California
$326K 1,817 -47 -3%
SIA
1070
Schechter Investment Advisors
Michigan
$323K 1,804 – –
UFA
1071
US Financial Advisors
Massachusetts
$323K 1,803 +20 +1%
BFIM
1072
Beese Fulmer Investment Management
Ohio
$323K 1,800 – –
AW
1073
Avion Wealth
Texas
$318K 1,774 -245 -12%
CB
1074
Cadence Bank
Mississippi
$315K 1,756 -38 -2%
CIR
1075
Clear Investment Research
Georgia
$315K 1,755 +15 +0.9%
41 42
43
44 45