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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 %
FDP
626
Financiere des Professionnels
Quebec, Canada
$1.64M +$1.64M +10,000 New
ATPW
627
Ashton Thomas Private Wealth
Arizona
$1.63M -$198K -1,205 -11%
RIM
628
Redwood Investment Management
Arizona
$1.63M -$472K -2,872 -22%
JWBC
629
John W. Brooker & Co
California
$1.62M +$164 +1 +0%
AHL
630
Abel Hall LLC
Louisiana
$1.6M -$986 -6 -0.1%
AWM
631
Aspire Wealth Management
Massachusetts
$1.59M +$30.4K +185 +2%
AWA
632
Alta Wealth Advisors
Massachusetts
$1.58M -$17.4K -106 -1%
AWM
633
Avior Wealth Management
Nebraska
$1.57M +$1.48M +9,021 +1,634%
DL
634
DOHJ LLC
Washington
$1.56M -$1.27M -7,745 -45%
FGAM
635
Financial Gravity Asset Management
Texas
$1.53M -$34.7M -224,044 -96%
MA
636
MKT Advisors
California
$1.52M +$796K +4,949 +109%
GFPC
637
Global Financial Private Client
Florida
$1.52M +$136K +829 +10%
MWM
638
Mattern Wealth Management
Kansas
$1.52M -$14.1K -86 -0.9%
WB
639
WesBanco Bank
West Virginia
$1.51M +$222K +1,351 +17%
CCG
640
Catalina Capital Group
California
$1.51M -$266K -1,621 -15%
ECM
641
Evergreen Capital Management
Washington
$1.49M – – –
TWA
642
Talisman Wealth Advisors
New Jersey
$1.49M +$70.7K +430 +5%
KIA
643
KCM Investment Advisors
California
$1.48M +$194K +1,180 +15%
WWM
644
WT Wealth Management
Arizona
$1.48M +$160K +972 +12%
JWM
645
Jackson Wealth Management
Florida
$1.47M -$111K -673 -7%
RPGK
646
Retirement Planning Group (Kansas)
Kansas
$1.46M -$6.41K -39 -0.4%
UWM
647
USAdvisors Wealth Management
Minnesota
$1.44M -$28.6K -174 -2%
BSW
648
Buckingham Strategic Wealth
Missouri
$1.43M -$56.2K -342 -4%
NRC
649
New Republic Capital
North Carolina
$1.43M +$26.6K +162 +2%
D
650
Diversified
Delaware
$1.41M +$69.7K +424 +5%
24 25
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