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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 %
ABC
1201
Associated Banc-Corp
Wisconsin
$202K 1,127 +1,127 New
SPP
1202
Single Point Partners
Massachusetts
$200K 1,115 +1,115 New
EWM
1203
EPG Wealth Management
Georgia
$192K 1,070 +1,070 New
SSB
1204
Sandy Spring Bank
Maryland
$191K 1,067 – –
RIL
1205
Rothschild Investment LLC
Illinois
$190K 1,057 +708 +203%
BWP
1206
Baldwin Wealth Partners
Massachusetts
$187K 1,045 – –
ACA
1207
American Capital Advisory
Idaho
$187K 1,045 – –
PTCG
1208
Pring Turner Capital Group
California
$187K 1,044 -619 -37%
RFG
1209
REAP Financial Group
Texas
$185K 1,032 -156 -13%
MIA
1210
Milestone Investment Advisors
Wisconsin
$179K 1,000 – –
WPWM
1211
Western Pacific Wealth Management
Illinois
$179K 1,000 – –
FDCP
1212
Foster Dykema Cabot & Partners
Massachusetts
$174K 968 – –
JFG
1213
JDM Financial Group
Texas
$173K 964 +964 New
HBW
1214
Hazlett, Burt & Watson
West Virginia
$166K 929 +76 +9%
T
1215
Tidemark
California
$165K 920 – –
GJIA
1216
Glass Jacobson Investment Advisors
Maryland
$164K 914 +812 +796%
ST
1217
Smithfield Trust
Pennsylvania
$160K 893 – –
HT
1218
Headlands Technologies
Illinois
$158K 879 -1,738 -66%
PPC
1219
Park Place Capital
Alabama
$156K 872 -210 -19%
AGWCA
1220
Annis Gardner Whiting Capital Advisors
Florida
$156K 870 +870 New
CB
1221
CNB Bank
Pennsylvania
$151K 843 – –
AIM
1222
Acropolis Investment Management
Missouri
$143K 800 – –
EW
1223
Element Wealth
Mississippi
$141K 787 +33 +4%
BF
1224
BOK Financial
Oklahoma
$140K 783 +159 +25%
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K 765 +380 +99%
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49
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