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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 %
KFGK
576
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$89.4K +544 +4%
BWM
577
Bulltick Wealth Management
Florida
$2.09M -$919K -5,593 -31%
BFA
578
Beacon Financial Advisory
Ohio
$2.09M -$165K -1,006 -7%
CM
579
Columbus Macro
Pennsylvania
$2.08M -$82.3K -501 -4%
AIP
580
Almanack Investment Partners
Pennsylvania
$2.08M – – –
AWA
581
Acorn Wealth Advisors
Michigan
$2.05M +$154K +934 +8%
YCG
582
Yeomans Consulting Group
Georgia
$2.04M +$2.04M +12,383 New
CAL
583
Capital Analysts LLC
Pennsylvania
$2.04M -$150K -911 -7%
9WM
584
9258 Wealth Management
Ohio
$2.03M +$49.5K +301 +3%
LWM
585
Lionsbridge Wealth Management
Florida
$2.02M -$40.6K -247 -2%
SWM
586
Silverlake Wealth Management
Vermont
$2.02M +$549K +3,338 +37%
HH
587
Hilltop Holdings
Texas
$2.01M +$2.01M +12,253 New
WWP
588
Waypoint Wealth Partners
California
$2.01M – – –
MHB
589
Midwest Heritage Bank
Iowa
$1.99M +$191K +1,164 +11%
MWM
590
Mission Wealth Management
California
$1.99M +$235K +1,431 +13%
APCM
591
Alaska Permanent Capital Management
Alaska
$1.97M +$85.9K +523 +5%
BWM
592
BigSur Wealth Management
Florida
$1.97M – – –
CFD
593
Creative Financial Designs
Indiana
$1.94M -$455K -2,766 -19%
APC
594
Aspire Private Capital
North Carolina
$1.93M +$101K +612 +5%
VCM
595
Vision Capital Management
Oregon
$1.93M -$95K -578 -5%
MCM
596
Mattern Capital Management
Colorado
$1.93M -$1.74M -10,585 -47%
TFM
597
TFC Financial Management
Massachusetts
$1.92M -$105K -641 -5%
CIC
598
Carnegie Investment Counsel
Ohio
$1.91M -$5.26K -32 -0.3%
FIM
599
Freedom Investment Management
Connecticut
$1.9M +$1.18M +7,185 +164%
KP
600
Keel Point
Alabama
$1.9M +$88.4K +538 +5%
22 23
24
25 26