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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 %
PWA
201
Physician Wealth Advisors
Utah
$21.4M 118,321 +8,363 +8%
SW
202
SlateStone Wealth
Florida
$21.4M 119,307 +7,729 +7%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$21.4M 119,560 +63,732 +114%
WFA
204
Wade Financial Advisory
California
$21.3M 118,949 +1,240 +1%
SP
205
Stonebrook Private
Michigan
$21.3M 118,563 +1,254 +1%
SWC
206
Spectrum Wealth Counsel
Indiana
$20.9M 116,406 -1,104 -0.9%
AF
207
Allworth Financial
California
$20.7M 115,484 -2,697 -2%
ACA
208
Aptus Capital Advisors
Alabama
$20.7M 115,259 -16,712 -13%
LWM
209
Liberty Wealth Management
California
$20.6M 114,765 -664,379 -85%
DA
210
Detalus Advisors
Missouri
$20.5M 114,524 +3,345 +3%
PFA
211
Pure Financial Advisors
California
$20.3M 113,478 +4,967 +5%
KIM
212
Karpus Investment Management
New York
$20.2M 112,409 -8,123 -7%
WCG
213
Weaver Consulting Group
California
$19.9M 111,248 -242 -0.2%
MFG
214
Merit Financial Group
Georgia
$19.7M 109,851 -52,649 -32%
TWM
215
Tradition Wealth Management
Minnesota
$19.6M 109,579 +4,069 +4%
MWP
216
Meridian Wealth Partners
Pennsylvania
$19.6M 109,498 -8,004 -7%
KWM
217
Keebeck Wealth Management
Illinois
$19.3M 107,904 -6,411 -6%
CA
218
CGN Advisors
Kansas
$19.3M 107,753 +22,500 +26%
KFS
219
Kelly Financial Services
Massachusetts
$19.3M 107,438 +1,350 +1%
DWM
220
Diversify Wealth Management
Utah
$18.7M 104,139 +4,679 +5%
CWS
221
Cypress Wealth Services
California
$18.7M 104,132 -625 -0.6%
SPIA
222
Strategic Point Investment Advisors
Rhode Island
$18.7M 104,064 +443 +0.4%
WDL
223
Well Done LLC
Michigan
$18.6M 103,968 -1,069 -1%
SWA
224
Stratos Wealth Advisors
Ohio
$18.5M 103,172 -973 -0.9%
AWA
225
ARQ Wealth Advisors
Arizona
$18.3M 103,137 +6,811 +7%
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