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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 %
TIM
1151
Thompson Investment Management
Wisconsin
$57K +$19.2K +117 +51%
DAM
1152
Delta Asset Management
Tennessee
$56.9K – – –
SWM
1153
Sugarloaf Wealth Management
Georgia
$54.4K +$54.4K +331 New
BBPWM
1154
Blue Bell Private Wealth Management
Pennsylvania
$52.1K +$49.1K +299 +1,661%
NS
1155
NBC Securities
Alabama
$51K +$10.9K +66 +27%
CWP
1156
Concord Wealth Partners
Virginia
$50.8K -$41.6K -253 -45%
HT
1157
Headlands Technologies
Illinois
$48.2K +$48.2K +293 New
FWP
1158
FAS Wealth Partners
Kansas
$48.1K -$986 -6 -2%
S
1159
SignatureFD
Georgia
$47.8K +$20.2K +123 +73%
AWM
1160
Activest Wealth Management
Florida
$47K – – –
TFGT
1161
TS Financial Group (TSFG)
Illinois
$46K – – –
CSB
1162
City State Bank
Iowa
$42K +$23.2K +141 +124%
DJSG
1163
D.J. St. Germain
Massachusetts
$40.9K -$10.8K -66 -21%
AWM
1164
Abound Wealth Management
Tennessee
$39.1K -$5.59K -34 -13%
PA
1165
PSI Advisors
Florida
$38.1K +$9.37K +57 +33%
BBHC
1166
Brown Brothers Harriman & Co
New York
$38.1K – – –
FMB
1167
Field & Main Bank
Kentucky
$38.1K – – –
AFS
1168
Annapolis Financial Services
Maryland
$36.8K -$107K -650 -74%
MA
1169
MCF Advisors
Kentucky
$36.8K +$36.8K +224 New
PAI
1170
Pittenger & Anderson Inc
Nebraska
$35.8K – – –
TH
1171
TCTC Holdings
Texas
$35.3K – – –
EPW
1172
Evergreen Private Wealth
Colorado
$34K – – –
PP
1173
PrairieView Partners
Minnesota
$34K – – –
CG
1174
Cutler Group
California
$33K +$33K +202 New
SAM
1175
Smartleaf Asset Management
Massachusetts
$31.5K – – –
45 46
47
48 49