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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 %
OWM
501
OneAscent Wealth Management
Alabama
$3.05M +$961K +5,847 +46%
TFO
502
Tarbox Family Office
California
$3.03M -$16.4K -100 -0.5%
FTUS
503
Flow Traders U.S.
New York
$3.03M +$3.03M +18,412 New
GT
504
Greenleaf Trust
Michigan
$3.02M – – –
FHA
505
Flagship Harbor Advisors
Massachusetts
$2.99M +$155K +944 +5%
JEST
506
JTC Employer Solutions Trustee
Jersey
$2.98M – – –
AF
507
Apollon Financial
South Carolina
$2.96M +$726K +4,420 +33%
CAM
508
Concorde Asset Management
Michigan
$2.95M -$89.6K -545 -3%
C1AG
509
Client 1st Advisory Group
Florida
$2.94M +$333K +2,026 +13%
TPWA
510
Twin Peaks Wealth Advisors
California
$2.91M +$230K +1,399 +9%
GWP
511
Gateway Wealth Partners
Wisconsin
$2.91M +$87.6K +533 +3%
RW
512
Regimen Wealth
Georgia
$2.91M +$225K +1,372 +8%
FF
513
Farrell Financial
New York
$2.89M +$284K +1,730 +11%
PCG
514
Prosperity Consulting Group
Maryland
$2.87M +$2.87M +17,473 New
PCA
515
Peddock Capital Advisors
Massachusetts
$2.86M +$278K +1,689 +11%
VWM
516
Venturi Wealth Management
Texas
$2.85M -$359K -2,187 -11%
ERWM
517
Elk River Wealth Management
Colorado
$2.83M -$8.74M -53,202 -76%
MAG
518
Mayfair Advisory Group
Alabama
$2.83M +$181K +1,104 +7%
MCCA
519
Mill Creek Capital Advisors
Pennsylvania
$2.82M -$46.6M -283,744 -94%
1832 Asset Management
520
1832 Asset Management
Ontario, Canada
$2.82M -$10.7M -65,018 -79%
PCMC
521
Private Capital Management (Colorado)
Colorado
$2.81M -$39.1K -238 -1%
BA
522
Bristlecone Advisors
Washington
$2.79M -$34.7K -211 -1%
RVPG
523
Relative Value Partners Group
$2.78M -$643K -4,274 -19%
CFG
524
Carr Financial Group
Massachusetts
$2.78M +$79.5K +484 +3%
RSWA
525
Robinson Smith Wealth Advisors
Maine
$2.78M +$142K +863 +5%
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