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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 %
BHPW
776
Beverly Hills Private Wealth
California
$723K -$218K -1,325 -23%
MWM
777
Modern Wealth Management
Kansas
$721K +$721K +4,384 New
QCM
778
QRG Capital Management
Illinois
$720K +$416K +2,530 +137%
ANBT
779
American National Bank & Trust
Texas
$719K – – –
GVAG
780
Great Valley Advisor Group
Delaware
$715K -$399K -2,429 -36%
AFO
781
Allie Family Office
Florida
$715K – – –
PPP
782
Private Portfolio Partners
New Jersey
$713K +$62.3K +379 +10%
OC
783
Oppenheimer & Co
New York
$707K -$6.9K -42 -1%
GIM
784
Goelzer Investment Management
Indiana
$706K +$71.5K +435 +11%
4WM
785
4J Wealth Management
Virginia
$700K – – –
LA
786
Latitude Advisors
Florida
$696K +$377K +2,296 +118%
PWM
787
Paulson Wealth Management
Illinois
$694K -$1.15K -7 -0.2%
RFN
788
RDA Financial Network
Iowa
$692K +$221K +1,346 +47%
GWMR
789
GC Wealth Management RIA
Massachusetts
$687K +$114K +695 +20%
BP
790
Ballentine Partners
Massachusetts
$674K +$81.2K +494 +14%
Wolverine Trading
791
Wolverine Trading
Illinois
$666K -$50.5K -307 -7%
BB
792
Busey Bank
Illinois
$665K +$45K +274 +7%
IIA
793
IPG Investment Advisors
California
$661K -$409K -2,488 -38%
LSPW
794
Lake Street Private Wealth
Illinois
$660K -$657 -4 -0.1%
SPW
795
Sonoma Private Wealth
California
$659K -$8.22K -50 -1%
DIM
796
DLK Investment Management
California
$656K +$22.7K +138 +4%
BAM
797
Belpointe Asset Management
Nevada
$653K +$26.3K +160 +4%
AIM
798
Anchor Investment Management
South Carolina
$650K -$32.2K -196 -5%
LA
799
Lifeworks Advisors
Michigan
$647K +$647K +3,939 New
FNWA
800
Financial Network Wealth Advisors
Utah
$645K +$645K +3,927 New
30 31
32
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