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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
17.95%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.31%
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 %
VNA
1201
Valley National Advisers
Pennsylvania
$9K – – –
HCP
1202
Hexagon Capital Partners
Arkansas
$8.22K – – –
ETS
1203
ESL Trust Services
New York
$7.89K +$7.89K +48 New
PCM
1204
Penserra Capital Management
California
$7K +$7K +47 New
VWA
1205
Valued Wealth Advisors
Utah
$6.41K +$6.41K +39 New
MAM
1206
MMA Asset Management
Pennsylvania
$6.09K +$6.09K +37 New
JFGIW
1207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.08K +$6.08K +37 New
AWA
1208
Alaska Wealth Advisors
Alaska
$5.75K – – –
GGI
1209
Godsey & Gibb Inc
Virginia
$5.75K – – –
BHWM
1210
Beaird Harris Wealth Management
Texas
$5.26K +$5.26K +32 New
YDMI
1211
Y.D. More Investments
Israel
$5.21K – – –
CYG
1212
Clean Yield Group
Vermont
$4.93K +$4.93K +30 New
CPBTD
1213
Central Pacific Bank - Trust Division
Hawaii
$4.92K +$4.92K +30 New
NC
1214
NewSquare Capital
Pennsylvania
$4.6K +$4.6K +28 New
FPF
1215
First Pacific Financial
Washington
$4.27K -$9.7K -59 -69%
WCM
1216
Winthrop Capital Management
Indiana
$4K +$4K +25 New
PFM
1217
Phillips Financial Management
Indiana
$3.96K -$8.74K -53 -69%
FG
1218
Fairman Group
Pennsylvania
$3.12K – – –
VF
1219
VitalStone Financial
Texas
$3K – – –
CJ
1220
Caitlin John
Michigan
$2.96K – – –
EWP
1221
Elevation Wealth Partners
California
$2.82K – – –
Macquarie Group
1222
Macquarie Group
Australia
$2.8K -$10.6K -64,513 -79%
IPW
1223
Impact Partnership Wealth
Georgia
$2.63K -$18.9K -115 -88%
SL
1224
Salomon & Ludwin
Virginia
$2.63K – – –
LF
1225
LifeSteps Financial
California
$2.63K +$2.63K +16 New
47 48
49
50 51