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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
17.94%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.3%
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
+$161M
2
Wells Fargo
Wells Fargo
California
+$152M
3
Bank of America
Bank of America
North Carolina
+$134M
4
3AM
3EDGE Asset Management
Florida
+$101M
5
HighTower Advisors
HighTower Advisors
Illinois
+$81.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Osaic Holdings
Osaic Holdings
Arizona
-$293M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.7M
4
BTI
Blue Trust Inc
Georgia
-$82.6M
5
MGW
MB Generational Wealth
Washington
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
276
Financial Advocates Investment Management
Washington
$11.7M +$692K +4,333 +6%
Legacy Financial Group (Iowa)
277
Legacy Financial Group (Iowa)
Iowa
$11.7M +$11.1M +67,726 +1,810%
GWAG
278
Garrett Wealth Advisory Group
Texas
$11.7M -$367K -2,233 -3%
WFA
279
Wells Financial Advisors
Massachusetts
$11.6M +$294K +1,790 +3%
MCC
280
Money Concepts Capital
Florida
$11.6M +$319K +1,939 +3%
SPC
281
Sigma Planning Corp
Michigan
$11.6M +$5.5M +33,460 +91%
WGC
282
Watts Gwilliam & Co
Arizona
$11.5M +$11.5M +70,392 New
LFS
283
Lutz Financial Services
Nebraska
$11.4M -$368K -2,237 -3%
MWA
284
Motive Wealth Advisors
Michigan
$11.3M +$3.87M +23,569 +52%
RA
285
RFG Advisory
Alabama
$11.3M -$2.23M -13,540 -16%
LNC
286
Lincoln National Corp
Pennsylvania
$11.3M +$5.97M +36,344 +113%
RPCA
287
Running Point Capital Advisors
California
$11.3M -$167K -1,018 -1%
KPWS
288
Kestra Private Wealth Services
Texas
$11.1M +$5.6M +34,095 +101%
EFL
289
ERn Financial LLC
Wisconsin
$11M -$276K -1,681 -2%
BBWP
290
Beacon Bridge Wealth Partners
Pennsylvania
$10.8M -$371K -2,260 -3%
EC
291
EdgeRock Capital
Colorado
$10.6M +$932K +5,671 +10%
UWPG
292
Ullmann Wealth Partners Group
Florida
$10.5M -$389K -2,366 -4%
WQ
293
Wealth Quarterback
New Jersey
$10.5M +$3.16M +19,217 +43%
KNFPWM
294
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.5M +$5.32M +32,355 +103%
MFA
295
Mayflower Financial Advisors
Massachusetts
$10.3M +$1.58M +9,586 +18%
SRC
296
Shufro Rose & Co
New York
$10.3M +$185K +1,127 +2%
LCC
297
Lincoln Capital Corp
Rhode Island
$10.2M -$330K -2,005 -3%
Creative Planning
298
Creative Planning
Kansas
$10.2M +$598K +3,636 +6%
CFA
299
Cahill Financial Advisors
Minnesota
$10.1M +$4.5M +27,376 +80%
Goldman Sachs
300
Goldman Sachs
New York
$9.96M +$581K +3,535 +6%
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