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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 %
PWMG
1226
Prestige Wealth Management Group
New Jersey
$2.47K -$128K -779 -98%
JHCP
1227
Jackson Hole Capital Partners
Oklahoma
$2.47K – – –
MFC
1228
Morris Financial Concepts
South Carolina
$1.81K – – –
TRCT
1229
Tower Research Capital (TRC)
New York
$1.64K -$18.1K -110 -92%
CFB
1230
Cullen/Frost Bankers
Texas
$1.64K – – –
CSC
1231
Caldwell Sutter Capital
California
$1.64K +$1.64K +10 New
FRA
1232
Front Row Advisors
California
$1.48K – – –
SRCM
1233
Signature Resources Capital Management
California
$1.47K – – –
GWANC
1234
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32K – – –
RMC
1235
Resources Management Corp
Connecticut
$1K – – –
CMP
1236
Coston McIsaac & Partners
Maine
$1K – – –
Toronto Dominion Bank
1237
Toronto Dominion Bank
Ontario, Canada
$822 +$822 +5 New
CWM
1238
Cranbrook Wealth Management
Michigan
$165 – – –
PSB
1239
Piscataqua Savings Bank
New Hampshire
$164 +$164 +1 New
PA
1240
Prism Advisors
California
– -$13.4M -91,405 Closed
OP
1241
ORG Partners
Indiana
– -$6.19M -42,084 Closed
WF
1242
Williams Financial
Vermont
– -$4.63M -31,499 Closed
AC
1243
AlphaCore Capital
California
– -$4.41M -29,980 Closed
Renaissance Technologies
1244
Renaissance Technologies
New York
– -$2.72M -18,500 Closed
SAM
1245
Silvercrest Asset Management
New York
– -$1.98M -13,482 Closed
WIA
1246
World Investment Advisors
California
– -$1.83M -12,406 Closed
YIH
1247
Y-Intercept (HK)
Hong Kong
– -$1.24M -8,399 Closed
LAS
1248
Lloyd Advisory Services
Georgia
– -$1.05M -7,110 Closed
MWM
1249
Meridian Wealth Management
Kentucky
– -$943K -6,411 Closed
CWA
1250
Centennial Wealth Advisory
Michigan
– -$703K -4,775 Closed
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