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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 %
NP
351
NorthRock Partners
Minnesota
$7.55M -$1.36M -8,256 -15%
EE
352
EWG Elevate
California
$7.54M -$4.35M -26,477 -37%
MCA
353
Magnolia Capital Advisors
Mississippi
$7.4M +$2.32K +15 +0%
NFC
354
Northeast Financial Consultants
Connecticut
$7.3M – – –
FEG
355
Financial Enhancement Group
Indiana
$7.26M +$76.4K +477 +1%
GRP
356
Global Retirement Partners
California
$7.26M -$580K -3,527 -7%
HC
357
Hoese & Co
Minnesota
$7.25M +$306K +1,912 +4%
ASN
358
Advisory Services Network
Georgia
$7.24M -$56K -341 -0.8%
SWM
359
SigFig Wealth Management
California
$7.24M -$329 -2 -0%
Lido Advisors
360
Lido Advisors
California
$7.12M -$3.08M -18,714 -30%
CA
361
Claro Advisors
Massachusetts
$7.12M +$2.94M +17,917 +71%
CG
362
Caprock Group
Idaho
$7.03M +$821K +4,997 +13%
WS
363
Wedbush Securities
California
$6.97M +$1.02M +6,204 +17%
GA
364
GSG Advisors
New Jersey
$6.97M +$19.7K +121 +0.3%
EL
365
EQ LLC
Washington
$6.89M -$2.83M -17,234 -29%
SF
366
Symphony Financial
Texas
$6.85M -$2.14M -13,032 -24%
SCM
367
SOL Capital Management
Maryland
$6.79M +$1.08M +6,586 +19%
PSCM
368
Per Stirling Capital Management
Texas
$6.73M +$110K +672 +2%
RSWM
369
Robertson Stephens Wealth Management
California
$6.61M -$343K -2,085 -5%
MYIA
370
Mount Yale Investment Advisors
Colorado
$6.59M -$245K -1,488 -4%
HI
371
Harbour Investments
Wisconsin
$6.58M -$319K -1,944 -5%
AC
372
Avestar Capital
New York
$6.5M -$3.6M -21,917 -36%
FLA
373
Financial Life Advisors
Texas
$6.49M +$646K +3,931 +11%
RTL
374
Red Tortoise LLC
Georgia
$6.49M -$59.5K -362 -0.9%
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$6.46M +$5.07M +30,860 +365%
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