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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 %
KCM
426
KM Capital Management
Texas
$4.78M +$743K +4,522 +18%
LIM
427
Leavell Investment Management
Alabama
$4.68M +$1.94M +11,778 +70%
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$4.64M -$40.8K -248 -0.9%
WWM
429
Western Wealth Management
Colorado
$4.64M -$2.95M -17,973 -39%
RJT
430
Raymond James Trust
Florida
$4.63M +$94.5K +575 +2%
BAM
431
BOS Asset Management
Illinois
$4.61M +$3.9M +23,718 +549%
ES
432
Eagle Strategies
New York
$4.57M +$4.57M +27,798 New
MWM
433
Maripau Wealth Management
Indiana
$4.56M -$430K -2,619 -9%
PPWM
434
PFG Private Wealth Management
Florida
$4.51M +$97.6K +594 +2%
Kovitz Investment Group Partners
435
Kovitz Investment Group Partners
Illinois
$4.48M +$3.87M +23,577 +638%
BWM
436
Brown Wealth Management
Illinois
$4.46M -$4.21M -25,639 -49%
FAM
437
Formidable Asset Management
Ohio
$4.43M +$2.89M +17,560 +187%
WFAG
438
Worth Financial Advisory Group
North Carolina
$4.43M +$45.5K +277 +1%
VCP
439
Verus Capital Partners
Arizona
$4.41M +$515K +3,134 +13%
LF
440
Lantz Financial
Illinois
$4.41M -$52.8K -321 -1%
OCM
441
One Capital Management
California
$4.4M -$226K -1,373 -5%
HPM
442
Hoxton Planning & Management
West Virginia
$4.35M -$308K -1,874 -7%
FPW
443
Flagship Private Wealth
Massachusetts
$4.32M +$1.37M +8,348 +47%
AC
444
Annandale Capital
Texas
$4.3M -$96.5K -587 -2%
RFA
445
Rollins Financial Advisors
New York
$4.28M +$648K +3,941 +18%
TWA
446
TCI Wealth Advisors
Arizona
$4.24M -$85.6K -521 -2%
PI
447
PineBridge Investments
New York
$4.24M +$713K +4,341 +20%
AC
448
Allstate Corporation
Illinois
$4.19M – – –
AP
449
Adero Partners
California
$4.17M -$46.7K -284 -1%
PIA
450
Panoramic Investment Advisors
Colorado
$4.16M -$196K -1,193 -5%
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