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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,157 hedge funds and large institutions have $32.8B invested in iShares MSCI USA Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 506 increasing their positions, 353 reducing their positions, and 56 closing their positions.

Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.96%
Holding in Top 10
207
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+11.89%
% of All Funds
3.04%
New
191
Increased
506
Reduced
353
Closed
56
Calls
$4.93M
Puts
$3.3M
Net Calls
+$1.63M
Net Calls Change
+$1.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.32B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$708M
3
LPL Financial
3
LPL Financial
California
$1.88B
4
Wells Fargo
4
Wells Fargo
California
$572M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$232M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$5.68M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.34B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$407M
4
HI
4
Horizon Investments
North Carolina
$271M
5
SC
5
Savant Capital
Illinois
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
I
226
INVST
Indiana
$14M 90,437 -28,561 -24%
TWM
227
Trinity Wealth Management
Pennsylvania
$13.9M 94,712 -6,638 -7%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$13.8M 93,988 +50,383 +116%
SW
229
SlateStone Wealth
Florida
$13.8M 93,692 +3,211 +4%
TFA
230
Tobias Financial Advisors
Florida
$13.7M 93,170 +3,416 +4%
AC
231
ASB Consultores
Florida
$13.5M 91,674 -3,250 -3%
WC
232
Waterloo Capital
Texas
$13.5M 91,520 +56,934 +165%
PA
233
Prism Advisors
California
$13.4M 91,405 -14,116 -13%
RHP
234
Royal Harbor Partners
Texas
$13.2M 89,970 +5,437 +6%
RPSA
235
Richard P. Slaughter Associates
Texas
$13.2M 89,882 +89,882 New
T
236
TNF
Montana
$13M 85,184 +6,122 +8%
SXL
237
Summit X LLC
Missouri
$12.9M 87,469 +1,016 +1%
CF
238
Centaurus Financial
California
$12.8M 86,832 -5,877 -6%
AWA
239
ARQ Wealth Advisors
Arizona
$12.8M 86,673 +4,573 +6%
NAM
240
Nissay Asset Management
Japan
$12.6M 85,405 -40,649 -32%
IB
241
Intrust Bank
Kansas
$12.5M 85,111 -4,348 -5%
TVAMP
242
Tennessee Valley Asset Management Partners
Tennessee
$12.5M 84,852 +83,289 +5,329%
FFN
243
Focus Financial Network
Minnesota
$12.5M 84,647 -828 -1%
PA
244
PFG Advisors
Arizona
$12.4M 84,238 +2,502 +3%
SI
245
Stephens Inc
Arkansas
$12.4M 84,173 +91 +0.1%
BIA
246
Bell Investment Advisors
California
$12.3M 83,858 -7,540 -8%
RA
247
RFG Advisory
Alabama
$12.1M 82,224 +1,891 +2%
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
$12.1M 82,198 -3,552 -4%
MGW
249
MB Generational Wealth
Washington
$12.1M 82,010 +82,010 New
CA
250
CGN Advisors
Kansas
$12M 81,739 -8,821 -10%
8 9
10
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