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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 %
RF
476
RHS Financial
California
$3.52M +$196K +1,193 +6%
Bank of Montreal
477
Bank of Montreal
Ontario, Canada
$3.51M +$446K +2,711 +15%
TCM
478
Triumph Capital Management
Colorado
$3.5M +$399K +2,432 +13%
PTC
479
Private Trust Company
Ohio
$3.48M -$113K -685 -3%
NSB
480
Norway Savings Bank
Maine
$3.46M +$13.8K +84 +0.4%
CAAM
481
Cornerstone Advisors Asset Management
Pennsylvania
$3.45M -$304K -1,847 -8%
KWS
482
Keystone Wealth Services
California
$3.37M -$1.38M -8,374 -29%
BFC
483
Bedel Financial Consulting
Indiana
$3.34M -$23.7K -144 -0.7%
AFG
484
Atomi Financial Group
New York
$3.33M -$3.63M -22,074 -52%
MCWS
485
McKinley Carter Wealth Services
West Virginia
$3.32M +$49.6K +302 +2%
MFA
486
Millington Financial Advisors
Illinois
$3.32M +$122K +742 +4%
AWAU
487
Alliance Wealth Advisors (Utah)
Utah
$3.31M +$3.31M +20,134 New
QC
488
Quent Capital
New York
$3.3M +$133K +811 +4%
SW
489
Signify Wealth
Missouri
$3.28M +$371K +2,255 +13%
ICP
490
Interchange Capital Partners
Pennsylvania
$3.25M -$234K -1,382 -7%
VPP
491
Vertex Planning Partners
Illinois
$3.19M +$179K +1,092 +6%
DWA
492
Delos Wealth Advisors
Texas
$3.17M +$1.23M +7,455 +63%
UAG
493
United Advisor Group
Ohio
$3.16M +$2.94M +17,881 +1,302%
FCH
494
Freestone Capital Holdings
Washington
$3.13M +$1.05M +6,399 +51%
TCA
495
Transcend Capital Advisors
New Jersey
$3.13M -$2.47K -15 -0.1%
DWA
496
Dorsey Wright & Associates
California
$3.1M -$479K -2,912 -13%
FCFC
497
First Citizens Financial Corp
Iowa
$3.1M +$103K +628 +3%
Russell Investments Group
498
Russell Investments Group
United Kingdom
$3.09M – – –
CA
499
Clearstead Advisors
Ohio
$3.09M +$489 +3 +0%
DWM
500
Dakota Wealth Management
Florida
$3.08M +$355K +2,159 +13%
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