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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 %
CA
1026
Cambridge Advisors
Nebraska
$260K -$3.78K -23 -1%
IWS
1027
Integrity Wealth Solutions
Colorado
$260K -$2.63K -16 -1%
OPWM
1028
Oxinas Partners Wealth Management
Indiana
$257K +$493 +3 +0.2%
OCM
1029
Orion Capital Management
California
$257K -$822 -5 -0.3%
FFO
1030
Fiduciary Family Office
Florida
$257K +$257K +1,562 New
SAM
1031
Secure Asset Management
Michigan
$257K +$257K +1,562 New
SYBT
1032
Stock Yards Bank & Trust
Kentucky
$255K -$57.2K -348 -18%
FRA
1033
Frank Rimerman Advisors
California
$255K – – –
CICC
1034
Capital Investment Counsel (Colorado)
Colorado
$255K +$255K +1,551 New
AWM
1035
Able Wealth Management
New Jersey
$254K +$21.5K +131 +9%
CFS
1036
Commonwealth Financial Services
West Virginia
$253K – – –
ESB
1037
Essex Savings Bank
Connecticut
$253K – – –
PWA
1038
Prairie Wealth Advisors
Nebraska
$252K +$252K +1,534 New
ACS
1039
Archford Capital Strategies
Illinois
$252K -$1.32K -8 -0.5%
FWP
1040
Falcon Wealth Planning
California
$249K +$249K +1,517 New
FSC
1041
Full Sail Capital
Oklahoma
$247K +$247K +1,504 New
WC
1042
Whitney & Co
New York
$247K +$1.64K +10 +0.7%
HBWM
1043
Hollow Brook Wealth Management
New York
$246K – – –
BW
1044
Bison Wealth
Georgia
$244K -$12.7K -77 -5%
PP
1045
Prosperity Planning
Missouri
$244K -$1.81K -11 -0.7%
VT
1046
Vise Technologies
New York
$243K +$243K +1,479 New
EIP
1047
Ellis Investment Partners
Pennsylvania
$241K +$241K +1,463 New
LCGC
1048
Legacy Capital Group California
California
$240K +$240K +1,462 New
Kayne Anderson Rudnick Investment Management
1049
Kayne Anderson Rudnick Investment Management
California
$240K +$42.4K +258 +21%
EB
1050
Exchange Bank
California
$237K +$237K +1,444 New
40 41
42
43 44