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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 %
CDH
1051
Charles D. Hyman
$237K – – –
CTA
1052
Colonial Trust Advisors
South Carolina
$235K +$5.1K +31 +2%
CFG
1053
Citizens Financial Group
Rhode Island
$235K +$658 +4 +0.3%
Koshinski Asset Management
1054
Koshinski Asset Management
Illinois
$234K +$234K +1,422 New
AI
1055
Accredited Investors
Minnesota
$233K +$233K +1,418 New
1WA
1056
180 Wealth Advisors
Washington
$232K +$232K +1,410 New
CAC
1057
Certified Advisory Corp
Florida
$230K +$230K +1,402 New
CPCM
1058
Cardinal Point Capital Management
Ontario, Canada
$230K – – –
MWM
1059
Modera Wealth Management
New Jersey
$228K +$228K +1,385 New
CWM
1060
Calamos Wealth Management
Illinois
$224K -$28.3K -172 -11%
AAMA
1061
Advanced Asset Management Advisors
Ohio
$222K -$7.23K -44 -3%
OFS
1062
OneAscent Financial Services
Alabama
$221K -$41.4K -252 -16%
LEFP
1063
Leading Edge Financial Planning
Tennessee
$221K -$102K -621 -32%
IF
1064
Integrity Financial
Wyoming
$221K +$3.95K +24 +2%
SSB
1065
Sandy Spring Bank
Maryland
$220K +$64.3K +391 +41%
LG
1066
Leuthold Group
Minnesota
$218K +$218K +1,329 New
BCMO
1067
Buckingham Capital Management (Ohio)
Ohio
$216K +$216K +1,314 New
CPG
1068
Cornerstone Planning Group
New Jersey
$216K -$159K -1,001 -42%
CA
1069
Crewe Advisors
Utah
$215K -$302K -1,840 -58%
DWP
1070
Daymark Wealth Partners
Ohio
$215K +$215K +1,310 New
BCM
1071
Becker Capital Management
Oregon
$214K +$214K +1,305 New
GJWM
1072
Gilliland Jeter Wealth Management
Arkansas
$214K +$214K +1,304 New
CFS
1073
Cannon Financial Strategists
Georgia
$214K +$214K +1,302 New
CG
1074
Corundum Group
Colorado
$214K +$214K +1,300 New
XWM
1075
Xcel Wealth Management
Florida
$211K +$211K +1,287 New
41 42
43
44 45