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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 %
TIM
651
Tortoise Investment Management
New York
$1.4M -$10.7K -65 -0.8%
D
652
Dentgroup
Louisiana
$1.4M +$12K +73 +0.9%
CS
653
Credit Suisse
Switzerland
$1.38M +$1.02M +6,222 +284%
SFG
654
Sovereign Financial Group
Connecticut
$1.37M -$115K -697 -8%
GFP
655
Gryphon Financial Partners
Ohio
$1.37M +$359K +2,184 +35%
Principal Financial Group
656
Principal Financial Group
Iowa
$1.36M – – –
MAM
657
Madison Asset Management
Wisconsin
$1.34M – – –
Fidelity International
658
Fidelity International
Bermuda
$1.34M -$2.44M -14,821 -65%
CAM
659
Cozad Asset Management
Illinois
$1.34M – – –
ACA
660
Ackerman Capital Advisors
Texas
$1.34M – – –
AWM
661
Axxcess Wealth Management
California
$1.33M +$915K +5,568 +218%
Jones Financial Companies
662
Jones Financial Companies
Missouri
$1.33M +$1.33M +8,098 New
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$1.33M +$8.22K +50 +0.6%
MWM
664
MBE Wealth Management
Wisconsin
$1.31M -$9.86K -60 -0.7%
BJL
665
Brighton Jones LLC
Washington
$1.31M -$77.7K -473 -6%
EWA
666
EP Wealth Advisors
California
$1.28M -$154K -934 -11%
FFP
667
FourThought Financial Partners
Florida
$1.28M -$27.9K -170 -2%
CAG
668
Curtis Advisory Group
California
$1.28M -$75.1K -457 -6%
FTDI
669
First Trust Direct Indexing
Massachusetts
$1.26M +$1.26M +7,644 New
HKIMG
670
Hutchens & Kramer Investment Management Group
Indiana
$1.24M +$123K +753 +11%
Citadel Advisors
671
Citadel Advisors
Florida
$1.23M -$4.5M -27,389 -79%
SFA
672
Sequoia Financial Advisors
Ohio
$1.23M -$231K -1,404 -16%
IAN
673
Integrated Advisors Network
Texas
$1.23M -$14K -85 -1%
WHCI
674
W.H. Cornerstone Investments
Massachusetts
$1.23M -$453K -2,758 -27%
AWMNH
675
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M +$30.2K +184 +3%
25 26
27
28 29