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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
1
Cetera Investment Advisers
Illinois
$276M
2
Wells Fargo
2
Wells Fargo
California
$791M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
3AM
4
3EDGE Asset Management
Florida
$101M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$210M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.34B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$162M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.42B
4
BTI
4
Blue Trust Inc
Georgia
$380M
5
MGW
5
MB Generational Wealth
Washington
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$45.2M +$7.64M +46,502 +20%
AI
102
Atria Investments
North Carolina
$43.6M +$131K +796 +0.3%
NAM
103
Nissay Asset Management
Japan
$42.8M +$28.8M +175,096 +205%
HCA
104
Heck Capital Advisors
Wisconsin
$42.8M -$58.5K -356 -0.1%
RWP
105
RWA Wealth Partners
Massachusetts
$42.6M +$42.6M +258,989 New
Prudential Financial
106
Prudential Financial
New Jersey
$41.8M -$10.2M -62,269 -20%
CW
107
CreativeOne Wealth
Kansas
$41M +$14.8M +90,178 +57%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$40.8M +$2.93M +17,837 +8%
TWM
109
TMD Wealth Management
Arizona
$40M +$1.33M +8,071 +3%
LC
110
Landaas & Company
Wisconsin
$39.5M +$7.11M +43,236 +22%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$39.4M +$690K +4,198 +2%
FG
112
Foster Group
Iowa
$38.8M +$5.04M +30,638 +15%
GT
113
Glenmede Trust
Pennsylvania
$38.7M +$9.07M +55,208 +31%
SOMRS
114
State of Michigan Retirement System
Michigan
$38.6M +$3.12M +19,000 +9%
DWM
115
Dynasty Wealth Management
Florida
$38.5M +$38.5M +234,494 New
FWIA
116
Fort Washington Investment Advisors
Ohio
$38.3M +$15.6M +94,711 +69%
LWA
117
Lineweaver Wealth Advisors
Ohio
$38.2M +$1.15M +7,018 +3%
APW
118
Austin Private Wealth
Texas
$37.7M +$2.09M +12,824 +6%
1WM
119
1900 Wealth Management
Texas
$36.8M -$1.69M -10,276 -4%
CL
120
Choreo LLC
Illinois
$36.5M -$1.61M -9,793 -4%
MRC
121
Millburn Ridgefield Corp
New York
$36.3M – – –
CCA
122
Catalyst Capital Advisors
New York
$36.3M – – –
AllianceBernstein
123
AllianceBernstein
Tennessee
$36.1M +$8.03M +48,834 +29%
TCM
124
TD Capital Management
Tennessee
$35.7M -$586K -3,564 -2%
SHJ
125
Sharkey, Howes & Javer
Colorado
$35.3M -$12.8M -77,599 -27%
3 4
5
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