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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 %
FCI
926
Financial Counselors Inc
Kansas
$381K +$26K +158 +7%
GP
927
Girard Partners
Pennsylvania
$380K +$150K +912 +65%
SWM
928
SeaCrest Wealth Management
New York
$379K +$8.38K +51 +2%
FWM
929
Fairhaven Wealth Management
Illinois
$378K +$1.64K +10 +0.4%
EWS
930
Evergreen Wealth Solutions
Pennsylvania
$378K +$14.8K +90 +4%
FMWA
931
Forvis Mazars Wealth Advisors
Missouri
$377K -$47.3K -288 -11%
VC
932
Veracity Capital
Georgia
$376K -$20.1K -122 -5%
PPA
933
Painted Porch Advisors
California
$376K +$376K +2,285 New
FW
934
FirstPurpose Wealth
Utah
$371K +$371K +2,304 New
SFP
935
Sterling Financial Planning
New Jersey
$369K -$50.6K -308 -12%
BFA
936
Beaumont Financial Advisors
Massachusetts
$367K +$5.42K +33 +1%
LWL
937
Leo Wealth LLC
Texas
$366K -$164 -1 -0%
ARC
938
Advisor Resource Council
Texas
$364K -$3.49M -23,570 -91%
MFIM
939
Mesirow Financial Investment Management
Illinois
$361K +$52.9K +322 +17%
Wealthfront Advisers
940
Wealthfront Advisers
California
$361K -$40.3K -245 -10%
LGA
941
Lebenthal Global Advisors
New York
$361K -$3.29K -20 -0.9%
CRC
942
Curi RMB Capital
Illinois
$359K +$83.8K +510 +30%
WA
943
Waddell & Associates
Tennessee
$353K -$9.7K -59 -3%
IBOK
944
Independence Bank of Kentucky
Kentucky
$353K – – –
FFWA
945
FRG Family Wealth Advisors
Washington
$348K +$93.4K +595 +37%
AW
946
Avion Wealth
Texas
$347K – – –
RL
947
Retireful LLC
Michigan
$346K +$346K +2,104 New
SM
948
Sensible Money
Arizona
$345K – – –
WMA
949
Wealth Management Associates
New Jersey
$343K +$80.6K +472 +31%
AB
950
Atlas Brown
Kentucky
$340K +$43.4K +264 +15%
36 37
38
39 40