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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 %
MCM
1151
Morton Capital Management
California
$234K 1,307 +1,307 New
BCM
1152
Becker Capital Management
Oregon
$234K 1,305 – –
IF
1153
Integrity Financial
Wyoming
$234K 1,304 -44 -3%
CFS
1154
Cannon Financial Strategists
Georgia
$233K 1,302 – –
CG
1155
Corundum Group
Colorado
$233K 1,300 – –
PWM
1156
PBMares Wealth Management
Virginia
$233K 1,298 +1,298 New
PGAM
1157
Princeton Global Asset Management
New Jersey
$232K 1,296 -271 -17%
MCM
1158
Maple Capital Management
Vermont
$232K 1,293 -176 -12%
TIA
1159
Traphagen Investment Advisors
New Jersey
$232K 1,293 +1,293 New
DACG
1160
Donor Advised Charitable Giving
California
$232K 1,291 +1,291 New
SP
1161
Sequent Planning
Nebraska
$231K 1,287 +1,287 New
TCM
1162
Traynor Capital Management
Pennsylvania
$231K 1,286 +1,286 New
CIC
1163
Chilton Investment Company
Connecticut
$231K 1,286 +1,286 New
BDF
1164
Black Diamond Financial
Maryland
$230K 1,283 +75 +6%
ZIM
1165
Zacks Investment Management
Illinois
$229K 1,276 +1,276 New
PWM
1166
Power Wealth Management
Georgia
$226K 1,260 +1,260 New
MWM
1167
Mascoma Wealth Management
New Hampshire
$225K 1,255 -314 -20%
OCM
1168
Objective Capital Management
Ohio
$223K 1,244 +1,244 New
1WA
1169
180 Wealth Advisors
Washington
$223K 1,244 +7 +0.6%
FA
1170
FSA Advisors
Michigan
$223K 1,303 +1,303 New
MAG
1171
M3 Advisory Group
Massachusetts
$221K 1,235 +1 +0.1%
FAT
1172
First American Trust
California
$221K 1,233 +1,233 New
GC
1173
Garde Capital
Washington
$221K 1,230 – –
PBF
1174
Petix & Botte Financial
California
$220K 1,225 -27 -2%
TWP
1175
TFO Wealth Partners
Ohio
$219K 1,223 +35 +3%
45 46
47
48 49