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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 %
BBA
526
Braun-Bostich & Associates
Pennsylvania
$2.72M +$2.72M +16,539 New
NL
527
NWAM LLC
Washington
$2.7M -$17.2K -106 -0.6%
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$2.66M -$21.2K -129 -0.8%
MFG
529
Magnus Financial Group
New York
$2.65M +$380K +2,315 +17%
AP
530
Agilis Partners
Massachusetts
$2.63M – – –
BIG
531
Bush Investment Group
Georgia
$2.63M +$471K +2,866 +22%
BWM
532
BlackDiamond Wealth Management
New York
$2.62M -$91.2K -555 -3%
MWM
533
Mosley Wealth Management
California
$2.6M +$24.3K +148 +0.9%
Betterment LLC
534
Betterment LLC
New York
$2.59M +$190K +1,154 +8%
GSC
535
Grey Street Capital
Illinois
$2.57M +$2.57M +15,660 New
MSWMA
536
Market Street Wealth Management Advisors
Indiana
$2.57M -$226K -1,378 -8%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$2.53M +$62.3K +379 +3%
FLPIM
538
F.L. Putnam Investment Management
Massachusetts
$2.52M -$2.78M -16,928 -52%
FPGK
539
Financial Partners Group (Kansas)
Kansas
$2.51M +$853K +5,192 +52%
FI
540
Financial Insights
Washington
$2.5M -$33.4K -203 -1%
MIM
541
Macroview Investment Management
Maryland
$2.5M +$50.3K +306 +2%
RCM
542
Raleigh Capital Management
North Carolina
$2.49M +$225K +1,371 +10%
JIP
543
Jaffetilchin Investment Partners
Florida
$2.49M -$296K -1,802 -11%
Bank of Nova Scotia
544
Bank of Nova Scotia
Ontario, Canada
$2.48M +$2.48M +15,080 New
QWP
545
Quotient Wealth Partners
Texas
$2.46M -$2.47M -15,048 -50%
SA
546
SpiderRock Advisors
Delaware
$2.46M +$2.46M +15,158 New
CWA
547
Clearview Wealth Advisors
Oregon
$2.46M +$948K +5,767 +63%
TA
548
TruWealth Advisors
Louisiana
$2.44M +$35K +213 +1%
MGWM
549
Marks Group Wealth Management
Minnesota
$2.42M – – –
Vontobel Holding
550
Vontobel Holding
Switzerland
$2.38M +$431K +2,625 +22%
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