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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 %
SIC
851
Salem Investment Counselors
North Carolina
$512K +$6.25K +38 +1%
IW
852
Imprint Wealth
South Carolina
$507K +$507K +3,092 New
GA
853
Geller Advisors
New York
$506K +$822 +5 +0.2%
WEG
854
World Equity Group
Illinois
$506K -$422K -2,571 -46%
BMWM
855
Brown Miller Wealth Management
Virginia
$502K – – –
PCS
856
Personal CFO Solutions
New Jersey
$495K +$27.9K +170 +6%
T
857
TCWP
Ohio
$495K -$176K -1,073 -26%
DA
858
DCM Advisors
New York
$493K – – –
PTC
859
Philadelphia Trust Company
Pennsylvania
$493K – – –
VCM
860
Violich Capital Management
California
$493K +$493K +3,000 New
MC
861
Moors & Cabot
Massachusetts
$491K +$59.8K +364 +14%
FA
862
Fiduciary Alliance
South Carolina
$489K +$5.74K +35 +1%
GBWM
863
Granite Bay Wealth Management
New Hampshire
$485K -$28.6M -174,198 -98%
HA
864
Herold Advisors
New York
$484K +$141K +855 +41%
FWCM
865
Ferguson Wellman Capital Management
Oregon
$484K -$15.4K -94 -3%
Squarepoint
866
Squarepoint
New York
$481K -$769K -4,681 -62%
WWM
867
Waterway Wealth Management
Texas
$479K +$479K +2,912 New
ACI
868
Alpha Cubed Investments
California
$477K -$56.4K -343 -11%
LIA
869
LS Investment Advisors
Michigan
$472K +$13.1K +80 +3%
ICG
870
InterOcean Capital Group
Tennessee
$468K – – –
GG
871
Greenwood Gearhart
Arkansas
$464K – – –
AWA
872
Arkadios Wealth Advisors
Georgia
$462K -$16.9K -103 -4%
SFC
873
Strategic Financial Concepts
Texas
$461K +$461K +2,803 New
FCA
874
FinTrust Capital Advisors
South Carolina
$461K -$60K -365 -12%
QCM
875
Quantinno Capital Management
New York
$460K +$3.62K +22 +0.8%
33 34
35
36 37