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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 %
WT
726
Washington Trust
Rhode Island
$955K -$152K -923 -14%
FIM
727
Fernwood Investment Management
Massachusetts
$948K +$37K +225 +4%
ACG
728
Allen Capital Group
Nebraska
$948K – – –
JSL
729
JT Stratford LLC
Georgia
$936K -$46K -280 -5%
SS
730
Sunbelt Securities
Texas
$929K -$109K -664 -11%
MFP
731
Meridian Financial Partners
Virginia
$922K -$33.2K -210 -3%
DWP
732
Destiny Wealth Partners
Florida
$921K -$11.7K -71 -1%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$921K -$1.15K -7 -0.1%
GEA
734
Glen Eagle Advisors
New Jersey
$919K -$209K -1,273 -19%
CFS
735
Coordinated Financial Services
Colorado
$919K +$919K +5,590 New
CCM
736
Coldstream Capital Management
Washington
$917K +$24.2K +147 +3%
HGERS
737
Householder Group Estate & Retirement Specialist
Arizona
$917K +$21K +128 +2%
IAG
738
Investment Advisory Group
Massachusetts
$906K +$3.78K +23 +0.4%
PAMG
739
Patton Albertson Miller Group
Tennessee
$906K – – –
KWA
740
Kellett Wealth Advisors
Ohio
$890K +$230K +1,397 +35%
CIS
741
Custom Index Systems
New York
$890K +$111K +678 +14%
BFP
742
Beacon Financial Planning
Massachusetts
$884K +$354K +2,151 +67%
PP
743
Prudential plc
United Kingdom
$875K -$5.75K -35 -0.7%
SIS
744
Sound Income Strategies
Florida
$870K +$237K +1,442 +37%
JCM
745
Jacobi Capital Management
Pennsylvania
$865K +$120K +732 +16%
LLWM
746
Life Line Wealth Management
California
$859K -$1.04M -6,298 -55%
SFA
747
Semmax Financial Advisors
North Carolina
$857K +$365K +2,241 +74%
LFAS
748
Level Four Advisory Services
Texas
$849K +$441 +3 +0.1%
FGA
749
Fortis Group Advisors
New Jersey
$844K +$844K +5,138 New
RFA
750
Resurgent Financial Advisors
Georgia
$843K -$189K -1,148 -18%
28 29
30
31 32