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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 %
KCM
126
Kathmere Capital Management
Pennsylvania
$38.9M 217,158 +3,275 +2%
AAS
127
Avantax Advisory Services
Texas
$38.9M 216,789 +13,730 +7%
CSWG
128
Cardinal Strategic Wealth Guidance
Kentucky
$38.6M 215,140 +16,965 +9%
TCM
129
TD Capital Management
Tennessee
$38.2M 213,201 -3,836 -2%
Comerica Bank
130
Comerica Bank
Texas
$38.2M 213,088 -3,113 -1%
AF
131
Apexium Financial
Texas
$37.7M 210,523 +13,203 +7%
MRC
132
Millburn Ridgefield Corp
New York
$37.5M 209,008 -11,349 -5%
CCA
133
Catalyst Capital Advisors
New York
$37.5M 209,008 -11,349 -5%
PA
134
Parallel Advisors
California
$37.3M 208,261 -12,507 -6%
IWM
135
IHT Wealth Management
Illinois
$37.2M 207,658 +44,790 +28%
FC
136
Forte Capital
New York
$37M 206,331 +13,698 +7%
HSG
137
Helen Stephens Group
Texas
$35.2M 196,175 +13,635 +7%
UA
138
Unison Advisors
District of Columbia
$35.1M 195,641 -33,355 -15%
SB
139
Strategic Blueprint
Georgia
$35M 195,384 +909 +0.5%
1WM
140
1900 Wealth Management
Texas
$34.8M 194,034 -1,858 -0.9%
HCM
141
Hengehold Capital Management
Ohio
$34.5M 192,595 +3,358 +2%
TLFA
142
True Link Financial Advisors
California
$34.2M 190,762 +10,203 +6%
IWA
143
Icon Wealth Advisors
Texas
$34.1M 190,026 +4,573 +2%
OPS
144
Orion Portfolio Solutions
Nebraska
$33.9M 189,122 +24,742 +15%
BCI
145
Brinker Capital Investments
Pennsylvania
$33.9M 189,122 +24,742 +15%
CFGS
146
Concourse Financial Group Securities
Alabama
$33.8M 188,564 -3,071 -2%
Two Sigma Advisers
147
Two Sigma Advisers
New York
$33.2M 184,900 -95,700 -34%
SFI
148
SPC Financial Inc
Maryland
$33.1M 184,637 -11,551 -6%
HGWM
149
Horst & Graben Wealth Management
Oregon
$33M 183,969 +4,464 +2%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$32.2M 179,975 +1,101 +0.6%
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