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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 %
CAM
951
CPA Asset Management
Florida
$340K – – –
CCM
952
Carlson Capital Management
Minnesota
$339K -$12.3K -75 -4%
WFC
953
Western Financial Corp
California
$337K -$104K -632 -24%
SIAS
954
Summit Investment Advisory Services
Minnesota
$335K +$77.2K +470 +30%
W
955
Wealthquest
Ohio
$335K – – –
KFI
956
Key Financial Inc
Pennsylvania
$331K – – –
IAA
957
Independent Advisor Alliance
North Carolina
$329K -$32.4K -197 -9%
APW
958
Axim Planning & Wealth
Ohio
$329K +$329K +2,000 New
FFA
959
Florida Financial Advisors
Florida
$328K +$83.7K +509 +34%
IAIM
960
International Assets Investment Management
Florida
$326K +$27K +165 +9%
EWA
961
Elevate Wealth Advisory
Georgia
$326K +$11.2K +68 +4%
AWM
962
Aprio Wealth Management
Georgia
$325K – – –
WPP
963
Whalerock Point Partners
Rhode Island
$325K – – –
QWM
964
Quadcap Wealth Management
Texas
$324K +$15.1K +92 +5%
LSA
965
Lion Street Advisors
Texas
$323K – – –
GCP
966
GSA Capital Partners
United Kingdom
$323K +$62.2K +378 +24%
MFG
967
Mosaic Financial Group
Illinois
$322K +$322K +1,958 New
HSA
968
HBK Sorce Advisory
Pennsylvania
$321K +$321K +1,952 New
FCAM
969
First Citizens Asset Management
North Carolina
$320K +$320K +1,949 New
ML
970
McAdam LLC
Pennsylvania
$320K +$320K +1,947 New
CBFP
971
Cedar Brook Financial Partners
Ohio
$319K -$658 -4 -0.2%
AO
972
Advisor OS
Illinois
$319K +$51.6K +314 +19%
MA
973
MJP Associates
Connecticut
$319K +$73.8K +449 +30%
MA
974
Montag & Associates
Georgia
$318K -$29.4K -179 -8%
GTAM
975
Global Trust Asset Management
Florida
$317K +$54.2K +330 +21%
37 38
39
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