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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 %
BSSFA
1001
Baron Silver Stevens Financial Advisors
Florida
$291K +$291K +1,772 New
RIA
1002
Realta Investment Advisors
Delaware
$287K -$60.8K -370 -18%
SC
1003
Scotia Capital
Ontario, Canada
$286K -$96.3K -586 -25%
SAM
1004
Strategy Asset Managers
California
$280K – – –
SC
1005
Solstein Capital
California
$280K -$17.9K -109 -6%
IA
1006
Inspire Advisors
Idaho
$280K +$280K +1,701 New
VPIM
1007
Vanguard Personalized Indexing Management
California
$276K +$276K +1,682 New
DIM
1008
Delta Investment Management
California
$276K +$18.6K +113 +7%
FA
1009
Fortis Advisors
Pennsylvania
$275K +$275K +1,675 New
PWP
1010
Principle Wealth Partners
Connecticut
$275K +$275K +1,674 New
HWA
1011
HHM Wealth Advisors
Tennessee
$273K – – –
KFC
1012
Klingenstein Fields & Co
New York
$272K – – –
MGIA
1013
Moneta Group Investment Advisors
Missouri
$272K +$272K +1,658 New
TWM
1014
Tolleson Wealth Management
Texas
$271K – – –
AL
1015
Aspiriant LLC
California
$270K – – –
ACM
1016
AUA Capital Management
Pennsylvania
$269K +$269K +1,639 New
WANY
1017
Wealthspire Advisors (New York)
New York
$269K +$269K +1,637 New
CASC
1018
Coppell Advisory Solutions Corp
Texas
$268K +$268K +1,628 New
Tudor Investment Corp
1019
Tudor Investment Corp
Connecticut
$267K +$267K +1,626 New
RFG
1020
REAP Financial Group
Texas
$267K -$6.25K -38 -2%
AWA
1021
Authentikos Wealth Advisory
California
$265K +$265K +1,615 New
RZH
1022
Relyea Zuckerberg Hanson
Connecticut
$265K – – –
VFG
1023
Victory Financial Group
Texas
$264K -$271K -1,649 -51%
CWM
1024
Congress Wealth Management
Massachusetts
$261K +$261K +1,591 New
WP
1025
WMS Partners
Maryland
$261K +$261K +1,588 New
39 40
41
42 43