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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 %
AAS
126
Ameritas Advisory Services
Nebraska
$34.9M +$7.05M +42,959 +25%
KCM
127
Kathmere Capital Management
Pennsylvania
$34.1M +$220K +1,341 +0.7%
SWP
128
Stratos Wealth Partners
Ohio
$33.9M +$14.2M +86,578 +72%
SB
129
Strategic Blueprint
Georgia
$32.9M -$3.4M -20,674 -9%
SFI
130
SPC Financial Inc
Maryland
$32.6M -$373K -2,271 -1%
SWA
131
Strategies Wealth Advisors
Michigan
$32.4M +$847K +5,155 +3%
CSWG
132
Cardinal Strategic Wealth Guidance
Kentucky
$32.4M +$7.86M +47,855 +32%
AF
133
Apexium Financial
Texas
$31.9M +$267K +1,626 +0.8%
SFS
134
Sowell Financial Services
Arkansas
$31.4M -$1.6M -9,719 -5%
CIAS
135
CFS Investment Advisory Services
New Jersey
$31M +$1.69M +10,308 +6%
HCM
136
Hengehold Capital Management
Ohio
$31M +$2.73M +16,640 +10%
AAS
137
Avantax Advisory Services
Texas
$30.1M +$839K +5,108 +3%
IWA
138
Icon Wealth Advisors
Texas
$30M +$365K +2,223 +1%
Comerica Bank
139
Comerica Bank
Texas
$29.8M +$17.4M +105,577 +140%
CG
140
CFO4Life Group
Texas
$29.2M +$857K +5,214 +3%
IDA
141
Intelligence Driven Advisers
California
$28.9M -$1.82M -11,057 -6%
HGWM
142
Horst & Graben Wealth Management
Oregon
$28.8M +$714K +4,347 +3%
HSG
143
Helen Stephens Group
Texas
$28.5M +$2.03M +12,348 +8%
TLFA
144
True Link Financial Advisors
California
$28.5M +$28.2M +171,777 +8,896%
AC
145
Apella Capital
Connecticut
$28M -$1.48M -9,127 -5%
ACA
146
Aptus Capital Advisors
Alabama
$27.7M +$27.4M +166,465 +7,957%
AWAG
147
ARS Wealth Advisors Group
Florida
$27.3M +$682K +4,152 +3%
GF
148
Gries Financial
Ohio
$27.2M +$1.54M +9,379 +6%
BFPW
149
BOK Financial Private Wealth
Colorado
$27M -$1.78M -10,844 -6%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$26.4M +$1.18M +7,188 +5%
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