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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 %
GKWIM
976
Gerber Kawasaki Wealth & Investment Management
California
$316K +$316K +1,924 New
CFA
977
CWS Financial Advisors
Michigan
$316K – – –
ZF
978
Zhang Financial
Michigan
$315K +$315K +1,914 New
KA
979
Klingman & Associates
New York
$314K -$7.4K -45 -2%
FTS
980
Fifth Third Securities
Ohio
$313K -$19.7K -120 -6%
LW
981
Linscomb Wealth
Texas
$312K +$47.3K +288 +18%
AWC
982
Adamsbrown Wealth Consultants
Kansas
$311K +$493 +3 +0.2%
BIM
983
Bridges Investment Management
Nebraska
$311K – – –
HTHT
984
Hemenway Trust Hemenway Trust
New Hampshire
$310K -$4.11K -25 -1%
APW
985
Acima Private Wealth
Virginia
$307K – – –
CWS
986
Confluence Wealth Services
Pennsylvania
$307K +$40.8K +248 +15%
RCAG
987
Rehmann Capital Advisory Group
Michigan
$305K -$31.1K -189 -9%
PWMG
988
Pinnacle Wealth Management Group
Michigan
$305K +$23.2K +141 +8%
TA
989
TKG Advisors
Indiana
$303K +$986 +6 +0.3%
VP
990
Verum Partners
North Carolina
$300K -$56.9K -346 -16%
SIA
991
Schechter Investment Advisors
Michigan
$296K – – –
TWP
992
Triad Wealth Partners
Kansas
$296K +$296K +1,804 New
PTCG
993
Pring Turner Capital Group
California
$296K +$227K +5,456 +324%
UFA
994
US Financial Advisors
Massachusetts
$296K -$63.3K -385 -18%
BFIM
995
Beese Fulmer Investment Management
Ohio
$296K +$296K +1,800 New
CB
996
Cadence Bank
Mississippi
$295K +$164 +1 +0.1%
IAS
997
Insigneo Advisory Services
Florida
$295K +$295K +1,795 New
CIR
998
Clear Investment Research
Georgia
$293K -$11.7K -71 -4%
HAS
999
HBW Advisory Services
California
$293K – – –
PMG
1000
ProVise Management Group
Florida
$293K -$81.8K -498 -22%
38 39
40
41 42