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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 %
Luther King Capital Management (LKCM)
1126
Luther King Capital Management (LKCM)
Texas
– – – –
NB
1127
NBT Bank
New York
$264K 1,471 +844 +135%
AFAS
1128
Acorn Financial Advisory Services
Virginia
$263K 1,465 -23 -2%
Kayne Anderson Rudnick Investment Management
1129
Kayne Anderson Rudnick Investment Management
California
$262K 1,462 – –
SFS
1130
Symphony Financial Services
Ohio
$262K 1,461 -48 -3%
Koshinski Asset Management
1131
Koshinski Asset Management
Illinois
$261K 1,458 -384 -21%
FWP
1132
Falcon Wealth Planning
California
$261K 1,457 -152 -9%
BMWM
1133
Brown Miller Wealth Management
Virginia
$259K 1,445 -1,269 -47%
CWMS
1134
Cannon Wealth Management Services
North Carolina
$257K 1,435 +1,435 New
CSWM
1135
Cassady Schiller Wealth Management
Ohio
$254K 1,419 – –
AWM
1136
Able Wealth Management
New Jersey
$253K 1,409 -185 -12%
OCM
1137
Orion Capital Management
California
$252K 1,403 -162 -10%
CPCM
1138
Cardinal Point Capital Management
Ontario, Canada
$250K 1,397 – –
EWM
1139
Evermay Wealth Management
Virginia
$248K 1,384 +161 +13%
CFP
1140
Catalyst Financial Partners
Massachusetts
$248K 1,384 +1,384 New
EWA
1141
Evolution Wealth Advisors
Florida
$247K 1,375 +1,375 New
VC
1142
Veracity Capital
Georgia
$246K 1,371 -15 -1%
ASW
1143
Astoria Strategic Wealth
Texas
$245K 1,365 -1,069 -44%
PA
1144
Procyon Advisors
Connecticut
$243K 1,354 +61 +5%
NCG
1145
Newport Capital Group
New Jersey
$243K 1,354 +1,354 New
LEFP
1146
Leading Edge Financial Planning
Tennessee
$240K 1,340 -49 -4%
OWMIAS
1147
One Wealth Management Investment & Advisory Services
Florida
$239K 1,332 -37,428 -97%
LG
1148
Leuthold Group
Minnesota
$238K 1,328 – –
CA
1149
Crewe Advisors
Utah
$237K 1,324 – –
CP
1150
Creekside Partners
California
$235K 1,308 – –
44 45
46
47 48