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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 %
HWM
1251
Hemington Wealth Management
Virginia
$93K 528 +528 New
BL
1252
BFSG LLC
California
$92.7K 517 +517 New
BBPWM
1253
Blue Bell Private Wealth Management
Pennsylvania
$92.7K 517 – –
SN
1254
Sittner & Nelson
Oregon
$91.6K 511 – –
HWA
1255
Heritage Wealth Advisors
Virginia
$90.5K 505 +505 New
WIM
1256
Westside Investment Management
California
$85.3K 476 – –
CFO
1257
CVA Family Office
Colorado
$83.6K 466 – –
DWM
1258
Darwin Wealth Management
Florida
$76.4K 426 +426 New
SWM
1259
Sugarloaf Wealth Management
Georgia
$73.3K 409 -18 -4%
AWM
1260
Activest Wealth Management
Florida
$73K 407 +54 +15%
CHC
1261
City Holding Co
West Virginia
$71.7K 400 -50 -11%
CP
1262
Castleview Partners
Texas
$71K 395 – –
DJSG
1263
D.J. St. Germain
Massachusetts
$66.7K 372 – –
OA
1264
Operose Advisors
Wisconsin
$66.3K 370 +370 New
RCM
1265
Richardson Capital Management
Wisconsin
$65.7K 367 +1 +0.3%
FFWM
1266
Future Financial Wealth Management
Ohio
$64.5K 360 +360 New
DAM
1267
Delta Asset Management
Tennessee
$62K 346 – –
RIA
1268
Realta Investment Advisors
Delaware
$58.6K 320 -1,424 -82%
NFSG
1269
Newbridge Financial Services Group
Florida
$57.2K 319 -44 -12%
KPP
1270
Kings Path Partners
Texas
$54.4K 303 +303 New
BBHC
1271
Brown Brothers Harriman & Co
New York
$52.7K 294 +33 +13%
ANBT
1272
American National Bank & Trust
Texas
$52.2K 291 – –
PA
1273
Pineridge Advisors
Missouri
$51.4K 287 +13 +5%
TFGT
1274
TS Financial Group (TSFG)
Illinois
$50K 278 – –
NFA
1275
Northwest Financial Advisors
Virginia
$50K 279 +279 New
49 50
51
52 53