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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 %
WC
1176
Whitney & Co
New York
$218K 1,213 -278 -19%
CFAM
1177
Center For Asset Management
Florida
$216K 1,203 +4 +0.3%
BSB
1178
Bangor Savings Bank
Maine
$216K 1,202 – –
CFG
1179
Copley Financial Group
California
$215K 1,198 +1,198 New
BTWM
1180
Baker Tilly Wealth Management
Wisconsin
$213K 1,186 -1,464 -55%
MHR
1181
Matthew Hamilton Rosenberg
$212K 1,182 -38 -3%
M
1182
MOTCO
Texas
$212K 1,180 – –
PPW
1183
Presilium Private Wealth
Pennsylvania
$211K 1,178 – –
AAMA
1184
Advanced Asset Management Advisors
Ohio
$211K 1,233 – –
HPC
1185
HM Payson & Co
Maine
$209K 1,167 – –
CC
1186
Courier Capital
New York
$208K 1,162 -57 -5%
GWM
1187
GSB Wealth Management
Connecticut
$208K 1,159 +1,159 New
FCA
1188
Fortis Capital Advisors
Kansas
$207K 1,155 +1,155 New
JWM
1189
JFG Wealth Management
Colorado
$207K 1,155 +1,155 New
VC
1190
Vicus Capital
Pennsylvania
$206K 1,150 +1,150 New
BCMO
1191
Buckingham Capital Management (Ohio)
Ohio
$205K 1,144 -63 -5%
TA
1192
TFG Advisers
Michigan
$205K 1,143 +1,143 New
MA
1193
MBA Advisors
Pennsylvania
$205K 1,141 -111 -9%
RFC
1194
Regions Financial Corp
Alabama
$204K 1,140 +1,140 New
SFCL
1195
Strengthening Families & Communities LLC
Massachusetts
$204K 1,139 – –
DPI
1196
Diversified Portfolios Inc
Michigan
$204K 1,138 +1,138 New
GSIAS
1197
Garden State Investment Advisory Services
New Jersey
$204K 1,136 +1,136 New
PP
1198
Patron Partners
Texas
$203K 1,132 +1,132 New
BIP
1199
Blueprint Investment Partners
North Carolina
$203K 1,132 +1,132 New
SRWM
1200
Shira Ridge Wealth Management
California
$203K 1,131 +1,131 New
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