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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 %
MPWT
1126
MassMutual Private Wealth & Trust
Connecticut
$104K -$29.3K -178 -22%
HWP
1127
Highline Wealth Partners
California
$104K +$50K +304 +93%
PMFA
1128
Plante Moran Financial Advisors
Michigan
$103K +$57.7K +351 +129%
AAG
1129
Armstrong Advisory Group
Massachusetts
$98.9K – – –
ICM
1130
Islay Capital Management
Texas
$98.6K – – –
USB
1131
Union Savings Bank
Connecticut
$95.8K – – –
JFA
1132
JNBA Financial Advisors
Minnesota
$95K +$2.47K +15 +3%
CT
1133
Colonial Trust
South Carolina
$93.7K – – –
PB
1134
Pinnacle Bancorp
Nebraska
$90.6K – – –
CFS
1135
CGC Financial Services
Oregon
$85.8K – – –
SN
1136
Sittner & Nelson
Oregon
$84K – – –
CP
1137
Castleview Partners
Texas
$82.3K +$17.3K +105 +27%
FPFS
1138
First Personal Financial Services
North Carolina
$79.7K – – –
AWM
1139
AllSquare Wealth Management
New York
$78.9K – – –
WIM
1140
Westside Investment Management
California
$78.2K – – –
CFO
1141
CVA Family Office
Colorado
$76.6K – – –
CHC
1142
City Holding Co
West Virginia
$74K – – –
LC
1143
Lindbrook Capital
California
$69.7K – – –
PA
1144
Pineridge Advisors
Missouri
$65.6K +$8.88K +54 +16%
BF
1145
BOK Financial
Oklahoma
$62.4K – – –
NFSG
1146
Newbridge Financial Services Group
Florida
$60.7K +$41.5K +253 +216%
RCM
1147
Richardson Capital Management
Wisconsin
$60K +$60K +365 New
FFWM
1148
Future Financial Wealth Management
Ohio
$59.2K +$59.2K +360 New
BCMLT
1149
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.5K -$24.3K -148 -29%
RIL
1150
Rothschild Investment LLC
Illinois
$57.4K +$57.4K +349 New
44 45
46
47 48