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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 %
ATC
601
Argent Trust Co
Tennessee
$1.89M +$28.1K +171 +2%
SCM
602
Sheridan Capital Management
California
$1.89M +$396K +2,407 +26%
CCFM
603
Clear Creek Financial Management
Washington
$1.89M -$46.7K -284 -2%
ACM
604
Absolute Capital Management
Pennsylvania
$1.88M -$604K -3,677 -24%
CAG
605
Crestwood Advisors Group
Massachusetts
$1.86M +$1.43M +8,729 +334%
HIM
606
Hanlon Investment Management
New Jersey
$1.86M -$142K -867 -7%
MIFH
607
Migdal Insurance & Financial Holdings
Israel
$1.86M +$56K +341 +3%
TP
608
Tranquility Partners
Tennessee
$1.84M +$5.42K +33 +0.3%
P
609
&Partners
Tennessee
$1.84M +$1.84M +11,177 New
CFCI
610
Comprehensive Financial Consultants Institutional
Indiana
$1.83M -$44K -268 -2%
LFA
611
Level Financial Advisors
New York
$1.82M -$22.8K -139 -1%
AFP
612
Ausdal Financial Partners
Iowa
$1.78M -$434K -2,642 -20%
EFS
613
Econ Financial Services
Pennsylvania
$1.76M +$1.76M +10,697 New
WAL
614
W Advisors LLC
Tennessee
$1.74M -$62.9K -383 -3%
PS
615
Principal Securities
Iowa
$1.73M +$230K +1,400 +15%
PIM
616
Provident Investment Management
Michigan
$1.73M -$269K -1,635 -13%
JSW
617
Journey Strategic Wealth
New Jersey
$1.72M -$9.17M -55,788 -84%
PIA
618
Perennial Investment Advisors
California
$1.71M +$154K +938 +10%
CA
619
Capital Advantage
California
$1.71M +$1.71M +10,512 New
JBA
620
Johnson Bixby & Associates
Washington
$1.7M -$156K -949 -8%
FSA
621
Fort Sheridan Advisors
Illinois
$1.69M +$509K +3,095 +43%
LIA
622
LifePlan Investment Advisors
North Carolina
$1.69M +$37K +225 +2%
BWA
623
BCU Wealth Advisors
Illinois
$1.68M +$71.2K +433 +4%
TCWM
624
Total Clarity Wealth Management
Illinois
$1.66M +$819K +4,985 +98%
SPWG
625
Syntegra Private Wealth Group
Missouri
$1.65M -$78.7K -479 -5%
23 24
25
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