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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 %
JAG
176
Journey Advisory Group
Kentucky
$22.5M -$39.1K -238 -0.2%
BMCM
177
Bryn Mawr Capital Management
Pennsylvania
$22.3M +$1.91M +11,983 +9%
SW
178
SteelPeak Wealth
California
$22M -$239K -1,452 -1%
BCM
179
Brookstone Capital Management
Illinois
$21.9M +$2.58M +15,705 +13%
FFA
180
Farther Finance Advisors
California
$21.9M +$4.16M +25,371 +23%
EL
181
EWA LLC
Pennsylvania
$21.7M +$2.12M +13,002 +11%
VHAM
182
Van Hulzen Asset Management
California
$21.6M +$125K +763 +0.6%
AWP
183
Ascent Wealth Partners
New York
$21.4M +$671K +4,084 +3%
HCP
184
Holt Capital Partners
Texas
$21M +$892K +5,426 +4%
FM
185
Family Management
New York
$20.8M +$3.27M +19,888 +19%
OPAM
186
Ocean Park Asset Management
California
$20.7M – – –
AF
187
Allworth Financial
California
$20.4M -$2.03M -12,326 -9%
AWM
188
Alterna Wealth Management
Texas
$20.3M +$2.84M +1,726 +16%
SWC
189
Spectrum Wealth Counsel
Indiana
$20.1M +$29.9K +182 +0.1%
OWA
190
One Wealth Advisors
California
$20M +$166K +1,011 +0.8%
PO
191
Private Ocean
California
$19.6M -$14.7M -89,569 -43%
BFG
192
Buttonwood Financial Group
Missouri
$19.5M +$529K +3,221 +3%
MWP
193
Meridian Wealth Partners
Pennsylvania
$19.4M +$95K +578 +0.5%
WFA
194
Wade Financial Advisory
California
$19.3M +$2.49M +15,144 +15%
CFFP
195
Center for Financial Planning
Michigan
$19.1M -$484K -2,943 -2%
HFA
196
High Falls Advisors
New York
$19.1M -$5.4M -32,835 -22%
KWM
197
Keebeck Wealth Management
Illinois
$18.9M +$824K +5,014 +5%
WDL
198
Well Done LLC
Michigan
$18.8M -$27.4M -166,647 -59%
KIM
199
Karpus Investment Management
New York
$18.8M -$81.4K -495 -0.4%
TWM
200
Tradition Wealth Management
Minnesota
$18.6M +$26.6K +162 +0.1%
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