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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 %
AC
151
Apella Capital
Connecticut
$31.5M 176,516 +3,364 +2%
CG
152
CFO4Life Group
Texas
$31.2M 173,786 -2,371 -1%
FM
153
Family Management
New York
$30.5M 170,034 +26,107 +18%
PFA
154
Pettinga Financial Advisors
Indiana
$30.2M 168,275 +3,366 +2%
SAS
155
Sage Advisory Services
Texas
$30.2M 176,647 – –
TWG
156
The Wealth Group
Minnesota
$30M 167,390 +3,397 +2%
SFS
157
Sowell Financial Services
Arkansas
$29.9M 166,669 -10,816 -6%
MFG
158
Monumental Financial Group
Maryland
$29.7M 165,529 +4,626 +3%
AWAG
159
ARS Wealth Advisors Group
Florida
$29.6M 165,173 -1,832 -1%
MWM
160
Modern Wealth Management
Kansas
$29.5M 164,798 +2,325 +1%
AIA
161
Alera Investment Advisors
Illinois
$29.3M 163,142 +913 +0.6%
KPWS
162
Kestra Private Wealth Services
Texas
$29.2M 162,631 +60,409 +59%
FFA
163
Farther Finance Advisors
California
$28.5M 159,202 +5,295 +3%
BFPW
164
BOK Financial Private Wealth
Colorado
$28.4M 158,536 -4,475 -3%
BCM
165
Brookstone Capital Management
Illinois
$28.2M 157,021 +5,274 +3%
CIAS
166
CFS Investment Advisory Services
New Jersey
$28M 155,958 -36,017 -19%
CAL
167
Capital Advisors Ltd
Ohio
$27.7M 154,366 +4,365 +3%
SHIM
168
Stone House Investment Management
Pennsylvania
$27.5M 153,167 +5,596 +4%
SW
169
SteelPeak Wealth
California
$27.2M 151,662 +8,879 +6%
IDA
170
Intelligence Driven Advisers
California
$27.2M 151,590 -16,625 -10%
PCA
171
Prosperity Capital Advisors
Ohio
$27.2M 151,518 +14,442 +11%
IWS
172
Insight Wealth Strategies
California
$26.9M 150,242 +202 +0.1%
BMCM
173
Bryn Mawr Capital Management
Pennsylvania
$26.6M 148,302 +3,577 +2%
SWP
174
Summit Wealth Partners
Florida
$26.3M 146,467 -1,937 -1%
ACM
175
Armbruster Capital Management
New York
$25.9M 144,714 -9,334 -6%
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