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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 %
PFA
1326
Pathway Financial Advisers
Indiana
$9.01K 50 -1 -2%
HCP
1327
Hexagon Capital Partners
Arkansas
$8.97K 50 – –
ETS
1328
ESL Trust Services
New York
$8.61K 48 – –
GWM
1329
Grand Wealth Management
Michigan
$8.61K 48 +48 New
TPW
1330
Talon Private Wealth
Florida
$7.71K 43 +43 New
VWA
1331
Valued Wealth Advisors
Utah
$6.99K 39 – –
AFWM
1332
Abich Financial Wealth Management
Virginia
$6.81K 38 +38 New
MBFW
1333
Morton Brown Family Wealth
Pennsylvania
$6.46K 36 +36 New
WOSD
1334
WFA of San Diego
California
$6.1K 34 – –
YDMI
1335
Y.D. More Investments
Israel
$5.68K 32 – –
TCG
1336
Transcendent Capital Group
Oklahoma
$5.2K 29 +29 New
FIA
1337
FPC Investment Advisory
California
$4.97K 28 – –
MSWM
1338
Mowery & Schoenfeld Wealth Management
Illinois
$4.84K 27 +27 New
PFM
1339
Phillips Financial Management
Indiana
$4.34K 24 – –
MFC
1340
Morris Financial Concepts
South Carolina
$3.77K 21 +10 +91%
VF
1341
VitalStone Financial
Texas
$3.59K 20 – –
FG
1342
Fairman Group
Pennsylvania
$3.41K 19 – –
LIS
1343
Legacy Investment Solutions
Idaho
$3.31K 18 +18 New
LWMI
1344
Legacy Wealth Management (Idaho)
Idaho
$3.31K 18 +18 New
CJ
1345
Caitlin John
Michigan
$3.31K 18 – –
EWP
1346
Elevation Wealth Partners
California
$3.09K 17 – –
SL
1347
Salomon & Ludwin
Virginia
$2.87K 16 – –
PWMG
1348
Prestige Wealth Management Group
New Jersey
$2.69K 15 – –
JHCP
1349
Jackson Hole Capital Partners
Oklahoma
$2.69K 15 – –
FPF
1350
First Pacific Financial
Washington
$2.51K 14 – –
52 53
54
55 56