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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 %
ONB
376
Old National Bancorp
Indiana
$6.45M +$403K +2,451 +7%
SAW
377
Signal Advisors Wealth
Michigan
$6.41M +$545K +3,319 +9%
SW
378
StrongBox Wealth
Missouri
$6.38M +$1.78M +10,802 +39%
OWMIAS
379
One Wealth Management Investment & Advisory Services
Florida
$6.38M -$172K -1,046 -3%
FSA
380
Financial Services Advisory
Maryland
$6.37M -$30.7K -187 -0.5%
FFG
381
Foundry Financial Group
New Hampshire
$6.31M -$81.8K -498 -1%
PFS
382
Prospera Financial Services
Texas
$6.21M +$718K +4,370 +13%
TVM
383
True Vision MN
Minnesota
$6.12M +$1.13M +7,076 +23%
ELI
384
Empire Life Investments
Ontario, Canada
$6.07M +$822K +5,000 +16%
FWP
385
Firethorn Wealth Partners
Georgia
$6.02M -$970K -5,899 -14%
FCP
386
Fidelis Capital Partners
Florida
$6.01M +$401K +2,438 +7%
CCA
387
Cora Capital Advisors
New Jersey
$5.98M -$33.7K -205 -0.6%
AssetMark Inc
388
AssetMark Inc
California
$5.91M +$1.21M +7,332 +26%
TF
389
Theory Financial
Colorado
$5.81M +$144K +876 +3%
MLA
390
My Legacy Advisors
Oregon
$5.81M +$203K +1,233 +4%
BFG
391
Beacon Financial Group
Texas
$5.8M -$181K -1,104 -3%
TC
392
Tacita Capital
Ontario, Canada
$5.79M +$257K +1,562 +5%
EFG
393
Ethos Financial Group
Pennsylvania
$5.79M +$4.38M +26,678 +313%
TFA
394
Tranquilli Financial Advisor
New Jersey
$5.76M +$497K +3,022 +9%
EFG
395
Ehrlich Financial Group
California
$5.75M +$4.4M +26,774 +325%
MCM
396
MAI Capital Management
Ohio
$5.7M -$264K -1,605 -4%
VWWMG
397
Vermillion & White Wealth Management Group
Pennsylvania
$5.69M +$3M +18,232 +111%
TFM
398
Trademark Financial Management
Minnesota
$5.66M +$2.41M +14,643 +74%
AT
399
American Trust
Kentucky
$5.65M -$18.9M -115,025 -77%
SVWG
400
Shared Vision Wealth Group
United States
$5.56M +$609K +3,708 +12%
14 15
16
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