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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 %
AFP
826
Alpha Financial Partners
Kentucky
$579K -$28.9K -176 -5%
Millennium Management
827
Millennium Management
New York
$578K +$578K +3,516 New
NEPPG
828
New England Professional Planning Group
Rhode Island
$572K +$1.32K +8 +0.2%
TA
829
TrueWealth Advisors
Alabama
$571K -$86K -523 -13%
HPC
830
Hobart Private Capital
North Carolina
$571K -$63.9K -389 -10%
RG
831
Rathbones Group
United Kingdom
$570K +$9.53K +58 +2%
Jane Street
832
Jane Street
New York
$569K +$569K +3,461 New
SWP
833
Semus Wealth Partners
Florida
$568K -$38.1K -232 -6%
BFG
834
Bleakley Financial Group
New Jersey
$565K -$24.3K -148 -4%
TWP
835
Tempus Wealth Planning
California
$563K +$149K +904 +36%
WLIM
836
White Lighthouse Investment Management
Massachusetts
$558K -$5.42K -33 -1%
ACM
837
Advisors Capital Management
New Jersey
$557K -$6.48M -39,419 -92%
PAM
838
Palisade Asset Management
Minnesota
$552K +$317K +1,926 +134%
ACM
839
Advance Capital Management
Michigan
$548K +$548K +3,333 New
VFA
840
Valeo Financial Advisors
Indiana
$548K -$87.9K -558 -14%
SWA
841
Sightline Wealth Advisors
Connecticut
$547K +$547K +3,326 New
CTWM
842
Cherry Tree Wealth Management
Minnesota
$546K +$56.4K +343 +12%
Fisher Asset Management
843
Fisher Asset Management
Washington
$538K -$241K -1,466 -31%
SC
844
Soundwatch Capital
Connecticut
$538K -$709K -4,326 -57%
MW
845
Marcum Wealth
Ohio
$528K – – –
NIC
846
Northwest Investment Counselors
Oregon
$517K – – –
KWA
847
Kingswood Wealth Advisors
California
$517K +$200K +1,214 +63%
CB
848
Commerce Bank
Missouri
$516K +$8.38K +51 +2%
FFA
849
Fortune Financial Advisors
Kansas
$512K -$11.2K -68 -2%
LWM
850
Lodestone Wealth Management
Washington
$512K -$6.25K -38 -1%
32 33
34
35 36