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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 %
CTC
1226
Central Trust Company
Missouri
$134K 746 +746 New
HR
1227
Howe & Rusling
New York
$129K 721 -32 -4%
S
1228
SignatureFD
Georgia
$129K 717 +227 +46%
SWM
1229
Sanctuary Wealth Management
Idaho
$126K 701 – –
LC
1230
Lindbrook Capital
California
$123K 684 +260 +61%
HWP
1231
Highline Wealth Partners
California
$122K 681 +2 +0.3%
CAM
1232
Creekmur Asset Management
Illinois
$121K 675 +2 +0.3%
AAG
1233
Armstrong Advisory Group
Massachusetts
$120K 671 +148 +28%
IWP
1234
IAG Wealth Partners
Wisconsin
$114K 637 – –
CPG
1235
Cornerstone Planning Group
New Jersey
$114K 629 -359 -36%
SIM
1236
Studio Investment Management
Illinois
$113K 633 – –
MPWT
1237
MassMutual Private Wealth & Trust
Connecticut
$113K 630 -142 -18%
BHWM
1238
Beaird Harris Wealth Management
Texas
$111K 619 +77 +14%
AAP
1239
Arax Advisory Partners
Colorado
$108K 604 -49 -8%
ICM
1240
Islay Capital Management
Texas
$108K 602 +2 +0.3%
USB
1241
Union Savings Bank
Connecticut
$105K 583 – –
JFA
1242
JNBA Financial Advisors
Minnesota
$104K 578 – –
ACM
1243
Anfield Capital Management
California
$103K 574 +574 New
CT
1244
Colonial Trust
South Carolina
$102K 570 – –
SCA
1245
Stuart Chaussee & Associates
California
$102K 568 – –
TAM
1246
Tucker Asset Management
Colorado
$101K 564 -529 -48%
MA
1247
MCF Advisors
Kentucky
$100K 559 -31 -5%
AWM
1248
AllSquare Wealth Management
New York
$99.7K 556 – –
PB
1249
Pinnacle Bancorp
Nebraska
$98.8K 551 – –
CFS
1250
CGC Financial Services
Oregon
$93.6K 522 – –
48 49
50
51 52