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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
17.95%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.31%
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
1
Cetera Investment Advisers
Illinois
$276M
2
Wells Fargo
2
Wells Fargo
California
$791M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
3AM
4
3EDGE Asset Management
Florida
$101M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$210M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.34B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.42B
4
BTI
4
Blue Trust Inc
Georgia
$380M
5
MGW
5
MB Generational Wealth
Washington
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$255M +$61.4M +373,646 +32%
CWM
27
Connecticut Wealth Management
Connecticut
$251M +$2.38M +14,511 +1%
MWM
28
Merriman Wealth Management
Washington
$227M +$3.75M +22,833 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$226M +$29M +176,581 +15%
Stifel Financial
30
Stifel Financial
Missouri
$223M +$5.39M +32,804 +2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$222M +$1M +6,102 +0.5%
HighTower Advisors
32
HighTower Advisors
Illinois
$210M +$81.5M +496,081 +64%
WBG
33
Wharton Business Group
Pennsylvania
$209M -$2.31M -14,044 -1%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M +$5.08M +30,944 +3%
MMA
35
Miracle Mile Advisors
California
$176M +$43.6M +265,441 +33%
IWC
36
Integrated Wealth Concepts
Massachusetts
$175M +$10.8M +65,474 +7%
Osaic Holdings
37
Osaic Holdings
Arizona
$162M -$293M -1,780,889 -64%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$153M +$13.2M +80,143 +9%
RJA
39
Raymond James & Associates
Florida
$140M -$3.17M -19,278 -2%
Corient Private Wealth
40
Corient Private Wealth
Florida
$137M -$3.47M -21,142 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$128M +$6.36M +38,713 +5%
EWM
42
Empirical Wealth Management
Washington
$128M +$4.65M +28,277 +4%
OIA
43
OneDigital Investment Advisors
Kansas
$122M -$14.5M -88,525 -11%
SFG
44
SNS Financial Group
Minnesota
$117M -$213K -1,293 -0.2%
BL
45
Balentine LLC
Georgia
$115M -$3.22M -19,604 -3%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$112M +$7.47M +45,430 +7%
OWM
47
Orgel Wealth Management
Wisconsin
$110M +$38.8M +236,087 +55%
GFS
48
GYL Financial Synergies
Connecticut
$103M +$531K +3,230 +0.5%
3AM
49
3EDGE Asset Management
Florida
$101M +$101M +617,423 New
BWL
50
Bogart Wealth LLC
Virginia
$101M -$608K -3,700 -0.6%
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