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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 %
TWM
176
Tanglewood Wealth Management
Texas
$25.7M 143,104 -646 -0.4%
HFA
177
High Falls Advisors
New York
$25.5M 142,486 +1,500 +1%
TC
178
TownSquare Capital
Utah
$25.5M 141,965 +15,481 +12%
EL
179
EWA LLC
Pennsylvania
$25.3M 138,344 +4,409 +3%
GF
180
Gries Financial
Ohio
$25.2M 140,290 +3,113 +2%
HCP
181
Holt Capital Partners
Texas
$25.1M 139,732 +11,704 +9%
SCM
182
Sollinda Capital Management
Florida
$24.6M 137,221 -1,861 -1%
SFS
183
Security Financial Services
Indiana
$24.5M 136,893 +2,509 +2%
I
184
INVST
Indiana
$24.5M 136,585 -50,439 -27%
CA
185
Centerpoint Advisors
Massachusetts
$24.4M 136,026 -924 -0.7%
MC
186
McMorgan & Co
California
$24.3M 135,524 -6,014 -4%
WWM
187
WJ Wealth Management
Arizona
$24M 134,103 -6,799 -5%
RW
188
RVW Wealth
California
$24M 133,889 -1,407 -1%
AWP
189
Ascent Wealth Partners
New York
$23.5M 130,922 +1,007 +0.8%
JAG
190
Journey Advisory Group
Kentucky
$23.4M 137,099 -2,293 -2%
PWM
191
Perigon Wealth Management
California
$23.3M 129,963 +13,964 +12%
OWA
192
One Wealth Advisors
California
$23.2M 129,487 +2,115 +2%
Macquarie Group
193
Macquarie Group
Australia
$23.1M 128,797 +128,797 New
VHAM
194
Van Hulzen Asset Management
California
$22.9M 127,473 -3,700 -3%
BWA
195
Boulder Wealth Advisors
Colorado
$22.8M 127,121 +21,424 +20%
OPAM
196
Ocean Park Asset Management
California
$22.5M 125,681 – –
SOMRS
197
State of Michigan Retirement System
Michigan
$22.3M 124,650 +6,300 +5%
RPSA
198
Richard P. Slaughter Associates
Texas
$22.3M 124,186 +15,729 +15%
BFG
199
Buttonwood Financial Group
Missouri
$21.8M 121,338 -1,597 -1%
BRWA
200
B. Riley Wealth Advisors
Florida
$21.7M 121,647 -5,206 -4%
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