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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 %
AT
201
Arden Trust
Delaware
$18.4M +$134K +813 +0.7%
WCG
202
Weaver Consulting Group
California
$18.4M -$86.4K -526 -0.5%
PCA
203
Prosperity Capital Advisors
Ohio
$18.3M -$9.94M -60,465 -35%
GM
204
GeoWealth Management
Illinois
$18.3M +$15.1M +91,675 +469%
SCM
205
Sollinda Capital Management
Florida
$18.3M -$12.2M -74,006 -40%
SP
206
Stonebrook Private
Michigan
$18.2M +$2.19M +13,345 +14%
RBA
207
Richard Bernstein Advisors
New York
$18M -$818K -4,978 -4%
SP
208
Symmetry Partners
Connecticut
$17.9M -$27.7M -168,663 -61%
PWM
209
Perigon Wealth Management
California
$17.8M -$496K -3,018 -3%
DA
210
Detalus Advisors
Missouri
$17.8M +$1.18M +7,180 +7%
BRWA
211
B. Riley Wealth Advisors
Florida
$17.7M +$4.21M +31,788 +31%
RPSA
212
Richard P. Slaughter Associates
Texas
$17.4M +$2.66M +16,157 +18%
SPIA
213
Strategic Point Investment Advisors
Rhode Island
$17M +$6.45M +39,227 +61%
AC
214
ASB Consultores
Florida
$17M +$1.92M +11,698 +13%
BWA
215
Boulder Wealth Advisors
Colorado
$17M +$17M +103,290 New
KFS
216
Kelly Financial Services
Massachusetts
$16.9M +$874K +5,316 +5%
SA
217
Scarborough Advisors
Maryland
$16.9M +$6.41M +39,031 +61%
PFA
218
Pure Financial Advisors
California
$16.9M -$1.22M -7,447 -7%
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.9M -$643K -3,910 -4%
PWA
220
Physician Wealth Advisors
Utah
$16.9M +$707K +4,468 +4%
SCM
221
Stonehearth Capital Management
Massachusetts
$16.8M -$111K -676 -0.7%
SW
222
SlateStone Wealth
Florida
$16.7M +$1.31M +7,974 +9%
CWS
223
Cypress Wealth Services
California
$16.5M -$1.21M -7,356 -7%
SA
224
Skyline Advisors
Washington
$16.2M -$96.1K -585 -0.6%
IA
225
IFP Advisors
Florida
$16M +$5.67M +34,514 +55%
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