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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 %
T
1101
Tidemark
California
$180K -$68.2K -415 -27%
CCA
1102
Criterion Capital Advisors
Tennessee
$180K -$106K -642 -37%
BWP
1103
Baldwin Wealth Partners
Massachusetts
$172K -$57K -347 -25%
MIA
1104
Milestone Investment Advisors
Wisconsin
$164K – – –
WPWM
1105
Western Pacific Wealth Management
Illinois
$164K – – –
FDCP
1106
Foster Dykema Cabot & Partners
Massachusetts
$159K -$32K -195 -17%
FFA
1107
Founders Financial Alliance
North Carolina
$157K +$157K +956 New
CIA
1108
Cape Investment Advisory
Georgia
$154K -$117K -709 -43%
HR
1109
Howe & Rusling
New York
$151K -$99.9K -608 -40%
NB
1110
NBT Bank
New York
$150K -$189K -1,149 -56%
BCV
1111
Banque Cantonale Vaudoise
Switzerland
$148K – – –
RG
1112
Retirement Group
California
$139K -$1.64K -10 -1%
CB
1113
CNB Bank
Pennsylvania
$139K – – –
HBW
1114
Hazlett, Burt & Watson
West Virginia
$138K +$103K +635 +300%
CAM
1115
Creekmur Asset Management
Illinois
$135K -$44.4K -270 -25%
EW
1116
Element Wealth
Mississippi
$132K +$29.6K +180 +29%
AIM
1117
Acropolis Investment Management
Missouri
$131K – – –
BNP Paribas Financial Markets
1118
BNP Paribas Financial Markets
France
$130K +$103K +627 +389%
ST
1119
Smithfield Trust
Pennsylvania
$126K – – –
VCM
1120
Versant Capital Management
Arizona
$122K +$8.88K +54 +8%
SWM
1121
Sanctuary Wealth Management
Idaho
$115K – – –
AT
1122
Arlington Trust
Alabama
$114K -$44.7K -272 -28%
AAP
1123
Arax Advisory Partners
Colorado
$107K +$7.23K +44 +7%
Qube Research & Technologies (QRT)
1124
Qube Research & Technologies (QRT)
United Kingdom
$106K -$557K -3,391 -84%
IWP
1125
IAG Wealth Partners
Wisconsin
$105K +$20.1K +122 +24%
43 44
45
46 47