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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.34B
2
Osaic Holdings
Osaic Holdings
Arizona
$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B
4
BTI
Blue Trust Inc
Georgia
$380M
5
MGW
MB Generational Wealth
Washington
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWG
151
The Wealth Group
Minnesota
$26.4M +$817K +5,014 +3%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$26.3M +$6.51M +39,606 +33%
TC
153
TownSquare Capital
Utah
$26.1M +$9.64M +58,650 +59%
PFA
154
Pettinga Financial Advisors
Indiana
$26M +$1.42M +8,647 +6%
CFGS
155
Concourse Financial Group Securities
Alabama
$25.7M +$4.19M +25,479 +19%
BCI
156
Brinker Capital Investments
Pennsylvania
$25.6M +$222K +1,351 +0.9%
OPS
157
Orion Portfolio Solutions
Nebraska
$25.6M +$222K +1,351 +0.9%
MFG
158
Merit Financial Group
Georgia
$25.6M -$547K -3,435 -2%
ACM
159
Armbruster Capital Management
New York
$25.4M -$741K -4,508 -3%
SWP
160
Summit Wealth Partners
Florida
$25.3M -$388K -2,362 -2%
I
161
INVST
Indiana
$24.8M +$10M +61,167 +68%
WC
162
Waterloo Capital
Texas
$24.8M +$9.75M +59,326 +65%
OCBCO
163
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.8M -$681K -4,146 -3%
MFG
164
Monumental Financial Group
Maryland
$24.6M +$1.62M +9,856 +7%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$24.4M -$40.9M -248,600 -63%
SAS
166
Sage Advisory Services
Texas
$24.3M +$24.3M +147,904 New
IWS
167
Insight Wealth Strategies
California
$24.1M +$2.54M +15,433 +12%
MC
168
McMorgan & Co
California
$24M -$418K -2,541 -2%
CAL
169
Capital Advisors Ltd
Ohio
$23.7M +$2.08M +12,627 +10%
TWM
170
Tanglewood Wealth Management
Texas
$23.7M -$3.11M -18,913 -12%
RW
171
RVW Wealth
California
$23.5M -$743K -4,520 -3%
CA
172
Centerpoint Advisors
Massachusetts
$23.2M -$575K -3,498 -2%
WWM
173
WJ Wealth Management
Arizona
$23M +$436K +2,653 +2%
SHIM
174
Stone House Investment Management
Pennsylvania
$22.8M +$5.42M +32,980 +31%
SFS
175
Security Financial Services
Indiana
$22.6M -$10.2M -62,188 -31%
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