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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$54.6M 304,643 -14,629 -5%
BWM
102
Baron Wealth Management
Michigan
$54.5M 303,976 -4,855 -2%
SPIA
103
Steward Partners Investment Advisory
New York
$54.1M 301,912 +13,824 +5%
SHJ
104
Sharkey, Howes & Javer
Colorado
$53.6M 299,169 +24,209 +9%
GA
105
Goldstein Advisors
Wisconsin
$50.6M 282,036 +279,535 +11,177%
CA
106
Cambridge Associates
Massachusetts
$50.5M 281,659 – –
GT
107
Glenmede Trust
Pennsylvania
$50.4M 280,978 +23,542 +9%
FWIA
108
Fort Washington Investment Advisors
Ohio
$49M 273,156 +20,405 +8%
AI
109
Atria Investments
North Carolina
$47.7M 266,215 +6,737 +3%
RWP
110
RWA Wealth Partners
Massachusetts
$47.6M 265,217 +3,432 +1%
SA
111
Scarborough Advisors
Maryland
$47.5M 264,927 +25,481 +11%
SWP
112
Stratos Wealth Partners
Ohio
$47.1M 262,565 +31,013 +13%
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$46.1M 257,275 +9,996 +4%
OCBCO
114
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45.6M 254,239 +11,849 +5%
CW
115
CreativeOne Wealth
Kansas
$45.3M 252,618 +76,472 +43%
AAS
116
Ameritas Advisory Services
Nebraska
$44.2M 246,258 -127 -0.1%
AllianceBernstein
117
AllianceBernstein
Tennessee
$43.8M 244,068 +7,668 +3%
4WM
118
49 Wealth Management
Texas
$43.8M 244,014 +67,967 +39%
MPW
119
MA Private Wealth
California
$43.4M 242,284 -39,866 -14%
HCA
120
Heck Capital Advisors
Wisconsin
$43.1M 240,183 +7,136 +3%
LWA
121
Lineweaver Wealth Advisors
Ohio
$43M 239,657 +4,860 +2%
CL
122
Choreo LLC
Illinois
$42M 235,989 -3,966 -2%
EB
123
Eastern Bank
Massachusetts
$40.1M 223,800 +137,174 +158%
DWM
124
Dynasty Wealth Management
Florida
$40.1M 225,544 -228,849 -50%
SWA
125
Strategies Wealth Advisors
Michigan
$39.9M 222,296 +9,798 +5%
3 4
5
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