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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.44B 27,038,279 +286,732 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.42B 14,746,949 -582,016 -4%
LPL Financial
3
LPL Financial
California
$2.14B 13,047,207 +253,701 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.45B 8,814,823 -324,003 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.34B 8,150,997 -7,590,561 -48%
Bank of America
6
Bank of America
North Carolina
$1.29B 7,861,005 +812,794 +12%
BlackRock
7
BlackRock
New York
$914M 5,560,781 +254,595 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$861M 5,238,669 +426,310 +9%
Wells Fargo
9
Wells Fargo
California
$791M 4,810,297 +923,312 +24%
UBS Group
10
UBS Group
Switzerland
$706M 4,298,462 +22,433 +0.5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$683M 4,153,846 -191,874 -4%
M&T Bank
12
M&T Bank
New York
$668M 4,062,745 +396,759 +11%
Ameriprise
13
Ameriprise
Minnesota
$649M 3,945,775 +353,215 +10%
KeyBank National Association
14
KeyBank National Association
Ohio
$648M 3,944,074 +249,629 +7%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$482M 2,934,135 +117,940 +4%
MML Investors Services
16
MML Investors Services
Massachusetts
$401M 2,441,434 +173,033 +8%
Cerity Partners
17
Cerity Partners
New York
$388M 2,362,940 -17,171 -0.7%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$386M 2,347,360 -83,905 -3%
BTI
19
Blue Trust Inc
Georgia
$380M 2,312,031 -502,696 -18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$378M 2,298,757 +162,754 +8%
HI
21
Horizon Investments
North Carolina
$354M 2,150,960 +309,742 +17%
FWI
22
Facet Wealth Inc
Maryland
$339M 2,098,759 +121,686 +6%
PAS
23
Park Avenue Securities
New York
$321M 1,952,104 +2,358 +0.1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$314M 1,912,739 +337,249 +21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$276M 1,677,664 +982,323 +141%
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