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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 %
RMC
1351
Resources Management Corp
Connecticut
$2K 9 – –
ITIM
1352
Indiana Trust & Investment Management
Indiana
$1.97K 11 +11 New
SRCM
1353
Signature Resources Capital Management
California
$1.79K 10 – –
FRA
1354
Front Row Advisors
California
$1.61K 9 – –
GWANC
1355
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.43K 8 – –
FP
1356
Financial Perspectives
Minnesota
$1.26K 7 – –
EA
1357
Evolution Advisers
Virginia
$1K 10 +10 New
AIC
1358
Archer Investment Corporation
Indiana
$941 5 -6 -55%
CMP
1359
Coston McIsaac & Partners
Maine
$1 9 – –
QAM
1360
Q3 Asset Management
Michigan
– – -95,727 Closed
NAM
1361
Nissay Asset Management
Japan
– – -71,158 Closed
OFS
1362
OneAscent Financial Services
Alabama
– – -26,058 Closed
VAM
1363
Verity Asset Management
North Carolina
– – -13,598 Closed
MHS
1364
M Holdings Securities
Oregon
– – -11,432 Closed
EFS
1365
Econ Financial Services
Pennsylvania
– – -10,776 Closed
Fidelity International
1366
Fidelity International
Bermuda
– – -8,157 Closed
FS
1367
Ferguson Shapiro
Georgia
– – -6,143 Closed
Wolverine Trading
1368
Wolverine Trading
Illinois
– – -4,956 Closed
IAIM
1369
International Assets Investment Management
Florida
– – -3,054 Closed
T
1370
TCWP
Ohio
– – -2,993 Closed
CIA
1371
Choate Investment Advisors
Massachusetts
– – -2,023 Closed
GCP
1372
GSA Capital Partners
United Kingdom
– – -2,012 Closed
GL
1373
Graypoint LLC
New York
– – -1,513 Closed
HBWM
1374
Hollow Brook Wealth Management
New York
– – -1,499 Closed
CICC
1375
Capital Investment Counsel (Colorado)
Colorado
– – -1,411 Closed
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