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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 %
V
676
ViaWealth
Kansas
$1.22M -$297K -1,808 -20%
CCP
677
Clarity Capital Partners
California
$1.22M -$81.4K -495 -6%
DC
678
Davenport & Co
Virginia
$1.22M +$99.8K +607 +9%
GSC
679
G&S Capital
Colorado
$1.21M -$14.3K -87 -1%
RMAM
680
Raab & Moskowitz Asset Management
New Jersey
$1.19M -$82.2K -500 -6%
B
681
Bailard
California
$1.19M +$1.19M +7,232 New
FFBTD
682
First Financial Bank - Trust Division
Ohio
$1.18M +$27.1K +165 +2%
BOPW
683
Brandywine Oak Private Wealth
Pennsylvania
$1.18M -$45.4K -276 -4%
CPC
684
Consolidated Planning Corp
Georgia
$1.18M -$541K -3,290 -32%
CIBC Private Wealth Group
685
CIBC Private Wealth Group
Georgia
$1.17M +$343K +2,094 +42%
IC
686
IEQ Capital
California
$1.17M +$26.5K +161 +2%
LSAG
687
Lake Street Advisors Group
New Hampshire
$1.15M +$822 +5 +0.1%
BWP
688
Bernardo Wealth Planning
Pennsylvania
$1.15M -$5.75K -35 -0.5%
PCA
689
Pallas Capital Advisors
Massachusetts
$1.15M -$519K -3,159 -31%
HWM
690
HB Wealth Management
Georgia
$1.15M +$25.5K +155 +2%
MFWP
691
Mosaic Family Wealth Partners
Missouri
$1.14M +$1.15K +7 +0.1%
CFG
692
Cooper Financial Group
California
$1.14M -$274K -1,668 -19%
NF
693
Nikulski Financial
Iowa
$1.13M -$55.9K -340 -5%
ACM
694
Ardent Capital Management
Ohio
$1.13M – – –
SIA
695
Soltis Investment Advisors
Utah
$1.12M +$106K +647 +11%
FEM
696
Fulcrum Equity Management
Texas
$1.12M +$1.12M +6,799 New
CA
697
Continuum Advisory
Idaho
$1.11M +$188K +1,158 +20%
WDG
698
Wealth Dimensions Group
Ohio
$1.1M -$130K -789 -11%
EA
699
Ergawealth Advisors
Illinois
$1.09M -$225K -1,366 -17%
CWA
700
CM Wealth Advisors
Ohio
$1.08M +$1.08M +6,688 New
26 27
28
29 30