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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 %
CC
551
Copperleaf Capital
North Carolina
$2.37M -$1.14M -6,920 -32%
WP
552
WealthPLAN Partners
Nebraska
$2.36M -$145K -885 -6%
GWM
553
Geneos Wealth Management
Colorado
$2.35M +$12K +73 +0.5%
IGWM
554
ICA Group Wealth Management
Colorado
$2.34M -$114K -696 -5%
AWA
555
Amplius Wealth Advisors
Pennsylvania
$2.34M -$296K -1,802 -11%
FA
556
Flagstar Advisors
New York
$2.33M -$36K -219 -2%
RFP
557
RCS Financial Planning
Maryland
$2.32M -$1.17M -7,141 -34%
TSWM
558
Tyler-Stone Wealth Management
Ohio
$2.3M -$148K -901 -6%
CRI
559
Commonwealth Retirement Investments
Virginia
$2.29M -$109K -666 -5%
William Blair & Company
560
William Blair & Company
Illinois
$2.25M +$310K +1,889 +16%
AA
561
Ancora Advisors
Ohio
$2.24M +$130K +793 +6%
TPWA
562
TRUE Private Wealth Advisors
Oregon
$2.21M -$329K -1,999 -13%
SMG
563
Smart Money Group
Texas
$2.19M +$785 +5 +0%
NCM
564
Northwest Capital Management
Oregon
$2.18M +$13.1K +80 +0.6%
CWP
565
Cyndeo Wealth Partners
Florida
$2.16M +$159K +965 +8%
BTWM
566
Baker Tilly Wealth Management
Wisconsin
$2.16M +$1.7M +10,324 +369%
TC
567
Trust Company
Kansas
$2.15M -$63.9K -389 -3%
CWP
568
CFM Wealth Partners
Texas
$2.14M -$216K -1,314 -9%
SFP
569
Shepherd Financial Partners
Massachusetts
$2.13M +$292K +1,775 +16%
RCM
570
RMR Capital Management
California
$2.13M -$316K -1,923 -13%
EWA
571
Exencial Wealth Advisors
Oklahoma
$2.13M -$13.1K -80 -0.6%
SPI
572
Sutton Place Investors
New York
$2.13M +$635K +3,865 +43%
TWM
573
Thrive Wealth Management
Pennsylvania
$2.12M +$217K +1,319 +11%
SOS
574
Silver Oak Securities
Tennessee
$2.12M +$1.57M +9,563 +287%
PWG
575
Portside Wealth Group
Utah
$2.12M +$2.12M +12,886 New
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