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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 %
CBT
1176
CoreFirst Bank & Trust
Kansas
$29.9K – – –
LWCFA
1177
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.2K +$29.2K +187 New
GCM
1178
Gables Capital Management
Florida
$25.3K +$25.3K +154 New
WWM
1179
Wolff Wiese Magana
California
$23.8K – – –
LI
1180
LRI Investments
Florida
$23.3K +$23.3K +142 New
FCAS
1181
First Command Advisory Services
Texas
$20.4K +$7.72K +47 +61%
NRG
1182
Nemes Rush Group
Michigan
$19.7K +$7.4K +45 +60%
DFA
1183
DHJJ Financial Advisors
Illinois
$19.6K – – –
SA
1184
SRH Advisors
Kansas
$18.7K – – –
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$16.9K – – –
GJIA
1186
Glass Jacobson Investment Advisors
Maryland
$16.8K +$2.64K +16 +19%
SCA
1187
Stuart Chaussee & Associates
California
$16.7K +$16.7K +102 New
GA
1188
GoalVest Advisory
New York
$16.6K – – –
MIM
1189
MTM Investment Management
South Carolina
$16.4K +$16.4K +100 New
MHR
1190
Matthew Hamilton Rosenberg
$16.4K -$9.34K -57 -36%
TWD
1191
True Wealth Design
Ohio
$15.8K – – –
DF
1192
Dunhill Financial
United Kingdom
$12.5K – – –
DSC
1193
Duncker Streett & Co
Missouri
$11.8K – – –
RL
1194
Rogco LP
Oklahoma
$10.8K -$255K -1,550 -96%
WAM
1195
WFA Asset Management
Wisconsin
$10.5K +$10.5K +64 New
AIC
1196
Archer Investment Corporation
Indiana
$10.4K -$14K -85 -57%
SIC
1197
SJS Investment Consulting
Ohio
$10.2K +$10.2K +62 New
AEPWM
1198
Atlantic Edge Private Wealth Management
Florida
$9.7K – – –
IFAM
1199
Institutional & Family Asset Management
Colorado
$9.53K – – –
MA
1200
Marquette Associates
Illinois
$9.2K +$9.2K +56 New
46 47
48
49 50