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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,238 hedge funds and large institutions have $36.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 513 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+81
Holders Change %
+7%
% of All Funds
17.95%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.31%
New
151
Increased
513
Reduced
427
Closed
54
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$276M
2
Wells Fargo
Wells Fargo
California
$791M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
3AM
3EDGE Asset Management
Florida
$101M
5
HighTower Advisors
HighTower Advisors
Illinois
$210M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.34B
2
Osaic Holdings
Osaic Holdings
Arizona
$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B
4
BTI
Blue Trust Inc
Georgia
$380M
5
MGW
MB Generational Wealth
Washington
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAP
251
One Advisory Partners
Kansas
$13.7M -$2.62M -15,932 -16%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$13.7M +$1.11M +6,730 +9%
BIA
253
Bell Investment Advisors
California
$13.5M -$275K -1,672 -2%
CIAS
254
Capital Investment Advisory Services
North Carolina
$13.4M -$22.2M -135,273 -62%
EPA
255
Element Pointe Advisors
Florida
$13.4M +$409K +2,488 +3%
GHA
256
GW Henssler & Associates
Georgia
$13.4M +$1.02M +6,202 +8%
CA
257
CGN Advisors
Kansas
$13.3M -$98.9K -602 -0.7%
IB
258
Intrust Bank
Kansas
$13.3M -$678K -4,124 -5%
Nuveen Asset Management
259
Nuveen Asset Management
Illinois
$13.1M – – –
STA
260
Summit Trail Advisors
New York
$13.1M +$12.8M +77,689 +3,740%
SWA
261
Stratos Wealth Advisors
Ohio
$13.1M +$3.16M +19,257 +32%
PFG
262
PAX Financial Group
Texas
$13.1M +$5.39M +32,807 +70%
RCG
263
Regatta Capital Group
California
$12.6M +$4.49M +27,316 +55%
BWM
264
BCGM Wealth Management
Indiana
$12.5M +$7.93M +48,267 +174%
SWM
265
Spire Wealth Management
Virginia
$12.4M -$3.01M -18,301 -20%
JFG
266
Jefferies Financial Group
New York
$12.3M +$1.76M +10,685 +17%
PPFA
267
Provida Pension Fund Administrator
Chile
$12.3M +$12.3M +74,780 +27,903%
CFC
268
Client First Capital
California
$12.3M +$3.36M +20,474 +38%
APA
269
Astoria Portfolio Advisors
New York
$12.2M +$501K +3,170 +4%
RIA
270
Regal Investment Advisors
Michigan
$12.2M +$1.77M +10,750 +17%
FC
271
Forte Capital
New York
$12.1M +$12.1M +73,520 New
TF
272
Trek Financial
Arizona
$12M +$81.5K +496 +0.7%
KDA
273
Kraft Davis & Associates
Missouri
$12M +$964K +5,926 +9%
HIP
274
HUB Investment Partners
Texas
$11.9M +$227K +1,380 +2%
CAG
275
Csenge Advisory Group
Florida
$11.9M -$828K -5,035 -7%
9 10
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