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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 %
HF
1301
Halpern Financial
Virginia
$25.9K 145 +145 New
BAM
1302
Bellevue Asset Management
Washington
$24.7K 137 – –
WT
1303
Whittier Trust
California
$23.3K 130 – –
TSMHT
1304
Thurston Springer Miller Herd & Titak
Indiana
$22.6K 126 – –
OC
1305
Oarsman Capital
Wisconsin
$22.4K 125 +125 New
FMB
1306
Field & Main Bank
Kentucky
$22.1K 123 -109 -47%
SIC
1307
SJS Investment Consulting
Ohio
$21.7K 121 +59 +95%
DFA
1308
DHJJ Financial Advisors
Illinois
$21.5K 120 – –
CSB
1309
City State Bank
Iowa
$20.4K 114 – –
CTB
1310
Country Trust Bank
Illinois
$19.7K 110 – –
NRG
1311
Nemes Rush Group
Michigan
$19.7K 120 – –
GA
1312
GoalVest Advisory
New York
$18.1K 101 – –
MIM
1313
MTM Investment Management
South Carolina
$17.9K 100 – –
DF
1314
Dunhill Financial
United Kingdom
$17.1K 95 +19 +25%
FMP
1315
Financial Management Professionals
Texas
$16K 89 +89 New
DCM
1316
Davis Capital Management
Florida
$15.2K 85 +85 New
PAG
1317
Paladin Advisory Group
Iowa
$13.4K 75 +75 New
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$13.3K 74 -29 -28%
BFS
1319
Bare Financial Services
Pennsylvania
$13.1K 73 – –
DSC
1320
Duncker Streett & Co
Missouri
$12.9K 72 – –
RL
1321
Rogco LP
Oklahoma
$11.8K 66 – –
VNA
1322
Valley National Advisers
Pennsylvania
$11K 66 +8 +14%
AEPWM
1323
Atlantic Edge Private Wealth Management
Florida
$10.6K 59 – –
MA
1324
Marquette Associates
Illinois
$10K 56 – –
VCM
1325
Versant Capital Management
Arizona
$9.68K 54 – –
51 52
53
54 55