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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 %
IWS
1101
Integrity Wealth Solutions
Colorado
$285K 1,587 +2 +0.1%
CCMG
1102
Clark Capital Management Group
Pennsylvania
$283K 1,579 +1,579 New
HWA
1103
HCR Wealth Advisors
California
$283K 1,578 +205 +15%
SIAS
1104
Summit Investment Advisory Services
Minnesota
$283K 1,577 +1,577 New
FIM
1105
FWL Investment Management
Texas
$282K 1,572 +1,133 +258%
WP
1106
WMS Partners
Maryland
$281K 1,568 – –
AWA
1107
Authentikos Wealth Advisory
California
$281K 1,568 +1,568 New
ACS
1108
Archford Capital Strategies
Illinois
$281K 1,532 – –
CNB
1109
Camden National Bank
Maine
$280K 1,562 -1,280 -45%
WHCI
1110
W.H. Cornerstone Investments
Massachusetts
$279K 1,556 -3,425 -69%
FRA
1111
Frank Rimerman Advisors
California
$278K 1,551 – –
CTA
1112
Colonial Trust Advisors
South Carolina
$276K 1,540 -10 -0.6%
PP
1113
Prosperity Planning
Missouri
$276K 1,538 +86 +6%
SAM
1114
Secure Asset Management
Michigan
$275K 1,532 -1,746 -53%
SFP
1115
Sterling Financial Planning
New Jersey
$275K 1,532 -13 -0.8%
OPWM
1116
Oxinas Partners Wealth Management
Indiana
$274K 1,530 +2 +0.1%
PWA
1117
Pillar Wealth Advisors
Pennsylvania
$274K 1,529 -32,040 -95%
APWA
1118
Atlas Private Wealth Advisors
New Jersey
$274K 1,526 +68 +5%
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$273K 1,523 +71 +5%
FSC
1120
Full Sail Capital
Oklahoma
$270K 1,504 – –
FFA
1121
Founders Financial Alliance
North Carolina
$268K 1,497 +541 +57%
CAS
1122
Coppell Advisory Solutions
Texas
$268K 1,500 -178 -11%
CHA
1123
Carmichael Hill & Associates
Maryland
$268K 1,493 +28 +2%
LW
1124
Linscomb Wealth
Texas
$267K 1,487 – –
ESB
1125
Essex Savings Bank
Connecticut
$267K 1,487 – –
43 44
45
46 47