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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 %
FFWA
301
Forthright Family Wealth Advisory
Texas
$9.96M +$367K +2,234 +4%
GIA
302
Gladstone Institutional Advisory
Florida
$9.96M -$113K -686 -1%
SL
303
Sentinus LLC
Illinois
$9.92M +$9.92M +60,361 New
TWC
304
TD Waterhouse Canada
Ontario, Canada
$9.84M +$3.71M +19,439 +61%
CWG
305
Crown Wealth Group
North Carolina
$9.82M +$387K +2,353 +4%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$9.8M -$7.13M -43,782 -42%
SWM
307
Scissortail Wealth Management
Oklahoma
$9.55M -$2.28M -13,860 -19%
BEC
308
Blue Edge Capital
Virginia
$9.53M -$60.3K -367 -0.6%
ECA
309
Elevated Capital Advisors
Utah
$9.46M -$1.04M -6,341 -10%
PWA
310
Pillar Wealth Advisors
Pennsylvania
$9.42M -$685K -4,165 -7%
WPW
311
Watershed Private Wealth
Illinois
$9.39M +$8.65M +52,661 +1,171%
IFA
312
Interactive Financial Advisors
Illinois
$9.36M -$8.45M -51,414 -47%
WWA
313
WCG Wealth Advisors
Nevada
$9.28M +$2.87M +17,440 +45%
EIA
314
Eldridge Investment Advisors
New Hampshire
$9.24M +$9.24M +56,225 New
AM
315
AGF Management
Ontario, Canada
$9.22M +$1.7M +10,370 +23%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$9.18M -$2.89M -17,571 -24%
MBT
317
Montecito Bank & Trust
California
$9.16M +$939K +5,711 +11%
WP
318
WealthShield Partners
North Carolina
$9.15M -$393K -2,390 -4%
Citigroup
319
Citigroup
New York
$9.06M +$7.8M +47,477 +619%
CFO
320
Custos Family Office
Texas
$9.05M -$151K -920 -2%
NW
321
NewEdge Wealth
Pennsylvania
$9.01M +$919K +5,841 +11%
AR
322
Apeiron RIA
Texas
$8.92M -$1.08M -6,548 -11%
T
323
TNF
Montana
$8.91M -$4.51M -28,616 -34%
SWP
324
ShoreHaven Wealth Partners
New Jersey
$8.91M +$3.68M +22,406 +70%
WA
325
WBH Advisory
Maryland
$8.91M +$1.61M +9,785 +22%
11 12
13
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