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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 %
PCH
1251
PGIM Custom Harvest
New Jersey
– -$615K -4,177 Closed
EMAM
1252
Encompass More Asset Management
California
– -$585K -3,975 Closed
WCP
1253
Wick Capital Partners
Pennsylvania
– -$548K -3,727 Closed
KA
1254
Kovack Advisors
Florida
– -$522K -3,550 Closed
OMC
1255
Old Mission Capital
Illinois
– -$511K -3,475 Closed
FNWM
1256
Financial Network Wealth Management
Utah
– -$504K -3,427 Closed
WTG
1257
West Tower Group
Virginia
– -$497K -3,380 Closed
D.E. Shaw & Co
1258
D.E. Shaw & Co
New York
– -$487K -3,312 Closed
1CP
1259
17 Capital Partners
Arizona
– -$445K -3,023 Closed
TI
1260
Trexquant Investment
Connecticut
– -$402K -2,731 Closed
LL
1261
LWMG LLC
Minnesota
– -$392K -2,663 Closed
Neuberger Berman Group
1262
Neuberger Berman Group
New York
– -$314K -2,135 Closed
FIS
1263
Fischer Investment Strategies
California
– -$296K -2,015 Closed
AFAS
1264
Acorn Financial Advisory Services
Virginia
– -$276K -1,882 Closed
HP
1265
Holistic Planning
Texas
– -$251K -1,705 Closed
SA
1266
Sage Advisors
Colorado
– -$244K -1,655 Closed
SAM
1267
Synergy Asset Management
Washington
– -$238K -1,618 Closed
IPWA
1268
International Private Wealth Advisors
California
– -$237K -1,610 Closed
NCM
1269
Northside Capital Management
Oregon
– -$227K -1,542 Closed
WIM
1270
WealthPlan Investment Management
Nebraska
– -$213K -1,447 Closed
OWA
1271
Opal Wealth Advisors
New York
– -$213K -1,445 Closed
RIM
1272
Rockbridge Investment Management
New York
– -$172K -1,169 Closed
AIC
1273
Ayalon Insurance Company
Israel
– -$149K -1,015 Closed
GIA
1274
Goodwin Investment Advisory
Georgia
– -$83.4K -567 Closed
TCWA
1275
Turtle Creek Wealth Advisors
Texas
– -$71.5K -486 Closed
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