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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 %
NFG
751
Nations Financial Group
Iowa
$841K +$50.6K +308 +6%
LFA
752
LGT Financial Advisors
Texas
$836K +$135K +821 +19%
HS
753
Horan Securities
United States
$829K +$52.6K +320 +7%
HNB
754
Huntington National Bank
Ohio
$819K -$534K – –
FAB
755
First American Bank
Illinois
$818K – – –
FT
756
Fiduciary Trust
Massachusetts
$818K +$152K +924 +23%
FCA
757
FLC Capital Advisors
California
$818K -$11.5K -70 -1%
FPAS
758
Focus Partners Advisor Solutions
Missouri
$818K +$221K +1,344 +37%
First Manhattan
759
First Manhattan
New York
$817K -$71.3K -434 -8%
AWG
760
Altus Wealth Group
Colorado
$806K +$806K +4,905 New
PFT
761
Providence First Trust
Arizona
$776K +$164 +1 +0%
EFS
762
Essex Financial Services
Connecticut
$776K +$115K +700 +17%
SG
763
StoneX Group
New York
$775K -$24.3K -148 -3%
BCM
764
Beck Capital Management
Texas
$768K -$8.38K -51 -1%
BCA
765
Bay Colony Advisors
Massachusetts
$761K +$117K +714 +18%
HIC
766
Hartline Investment Corp
Illinois
$761K +$761K +4,629 New
MG
767
Mather Group
Illinois
$759K +$29.6K +201 +4%
LNB
768
Ledyard National Bank
$759K -$329K -2,002 -30%
TW
769
TritonPoint Wealth
Maryland
$756K -$409K -1,801 -35%
IRC
770
Investors Research Corp
Georgia
$752K +$44K +268 +6%
CCG
771
Cloverfields Capital Group
Minnesota
$749K +$164K +997 +28%
JWA
772
JFS Wealth Advisors
Pennsylvania
$731K +$283K +1,721 +63%
KWM
773
Kingsview Wealth Management
Oregon
$728K -$59.8K -364 -8%
Focus Partners Wealth
774
Focus Partners Wealth
Massachusetts
$724K +$262K +1,595 +57%
PPW
775
Pasadena Private Wealth
California
$723K -$7.07K -43 -1%
29 30
31
32 33