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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 %
SIA
1376
SkyView Investment Advisors
New Jersey
– – -1,383 Closed
GWM
1377
GDS Wealth Management
Texas
– – -1,356 Closed
PMG
1378
ProVise Management Group
Florida
– – -1,321 Closed
DWP
1379
Daymark Wealth Partners
Ohio
– – -1,307 Closed
FFA
1380
First Foundation Advisors
California
– – -1,301 Closed
DCM
1381
DGS Capital Management
New Jersey
– – -1,239 Closed
MGIA
1382
Moneta Group Investment Advisors
Missouri
– – -1,227 Closed
FFG
1383
Frisch Financial Group
New York
– – -1,207 Closed
XWM
1384
Xcel Wealth Management
Florida
– – -1,182 Closed
BCV
1385
Banque Cantonale Vaudoise
Switzerland
– – -900 Closed
CB
1386
Chris Bulman
California
– – -418 Closed
GG
1387
Gleason Group
Kentucky
– – -380 Closed
OWA
1388
Opal Wealth Advisors
New York
– – -242 Closed
SA
1389
SRH Advisors
Kansas
– – -114 Closed
VAG
1390
VisionPoint Advisory Group
Texas
– – -74 Closed
GLR
1391
Great Lakes Retirement
Ohio
– – -59 Closed
KA
1392
Kozak & Associates
Colorado
– – -50 Closed
FCAS
1393
First Command Advisory Services
Texas
– – -43 Closed
MFT
1394
Moisand Fitzgerald Tamayo
Florida
– – -43 Closed
EDRH
1395
Edmond de Rothschild Holding
Switzerland
– – -35 Closed
AWA
1396
Alaska Wealth Advisors
Alaska
– – -35 Closed
RWMG
1397
Redwood Wealth Management Group
New Jersey
– – -23 Closed
CSC
1398
Caldwell Sutter Capital
California
– – -10 Closed
GWS
1399
Glassman Wealth Services
Virginia
– – -2 Closed
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