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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 %
GFA
801
Gallagher Fiduciary Advisors
Illinois
$645K +$63.3K +385 +11%
3F
802
360 Financial
Minnesota
$640K +$640K +3,896 New
CSWM
803
Cassady Schiller Wealth Management
Ohio
$636K +$51.9K +316 +9%
KFG
804
Kingdom Financial Group
Arizona
$634K +$203K +1,238 +47%
IWM
805
Iams Wealth Management
Nebraska
$632K -$49.7K -311 -7%
NCM
806
NCM Capital Management
New Jersey
$631K – – –
AA
807
Advisory Alpha
Michigan
$631K -$115K -701 -15%
SPWM
808
Schrum Private Wealth Management
Florida
$630K +$72.8K +443 +13%
FNT
809
First National Trust
Pennsylvania
$627K -$55.1K -335 -8%
YWS
810
Yarger Wealth Strategies
Ohio
$617K -$1.32K -8 -0.2%
WSWA
811
Warren Street Wealth Advisors
California
$613K -$25.6K -156 -4%
DWM
812
Drive Wealth Management
Utah
$611K +$208K +1,264 +52%
TWP
813
Tyche Wealth Partners
Texas
$609K -$543K -3,306 -47%
FCM
814
Firestone Capital Management
Florida
$600K -$1.97K -12 -0.3%
VA
815
Valmark Advisers
Ohio
$598K -$3.94K -24 -0.7%
DT
816
Diversified Trust
Tennessee
$598K -$9.86K -60 -2%
G
817
GenTrust
Florida
$597K – – –
LWA
818
Lantern Wealth Advisors
New York
$597K +$107K +649 +22%
OFG
819
Oxford Financial Group
Indiana
$595K -$24.8K -151 -4%
MW
820
MBL Wealth
North Carolina
$595K – – –
BTW
821
Boston Trust Walden
Massachusetts
$590K -$41.1K -250 -7%
TAM
822
Titleist Asset Management
Texas
$586K +$586K +3,569 New
OLVIG
823
Oliver Lagore Vanvalin Investment Group
Michigan
$584K -$107K -649 -15%
LFG
824
Larson Financial Group
Missouri
$580K -$67.6K -411 -10%
SCP
825
Syntal Capital Partners
Texas
$579K +$579K +3,525 New
31 32
33
34 35