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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 %
Macquarie Group
251
Macquarie Group
Australia
$12M 81,530 +81,228 +26,897%
Nuveen Asset Management
252
Nuveen Asset Management
Illinois
$11.8M 79,942 +79,942 New
EPA
253
Element Pointe Advisors
Florida
$11.7M 79,306 -1,276 -2%
APA
254
Astoria Portfolio Advisors
New York
$11.4M 73,995 +55,110 +292%
CAG
255
Csenge Advisory Group
Florida
$11.4M 77,194 +1,625 +2%
FFS
256
Founders Financial Securities
Maryland
$11.3M 76,984 -8,617 -10%
PAWA
257
Palo Alto Wealth Advisors
California
$11.3M 76,568 +2,085 +3%
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$11.3M 76,388 -134,219 -64%
DE
259
Day & Ennis
Georgia
$11.2M 75,901 +898 +1%
Comerica Bank
260
Comerica Bank
Texas
$11.1M 75,658 +12,104 +19%
GHA
261
GW Henssler & Associates
Georgia
$11.1M 75,458 +3,194 +4%
SWM
262
Scissortail Wealth Management
Oklahoma
$11M 71,946 +71,946 New
GWAG
263
Garrett Wealth Advisory Group
Texas
$10.8M 73,633 -4,177 -5%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$10.8M 73,442 -312 -0.4%
TF
265
Trek Financial
Arizona
$10.7M 72,690 -147 -0.2%
SCA
266
Snowden Capital Advisors
New York
$10.7M 72,683 +767 +1%
EE
267
EWG Elevate
California
$10.6M 72,348 +20,383 +39%
LFS
268
Lutz Financial Services
Nebraska
$10.5M 71,441 -631 -0.9%
HIP
269
HUB Investment Partners
Texas
$10.5M 71,206 +2,144 +3%
ERWM
270
Elk River Wealth Management
Colorado
$10.4M 70,405 -2,543 -3%
RPCA
271
Running Point Capital Advisors
California
$10.2M 69,647 -25,030 -26%
KDA
272
Kraft Davis & Associates
Missouri
$10.2M 67,561 +22,818 +51%
EFL
273
ERn Financial LLC
Wisconsin
$10.2M 68,536 -1,545 -2%
WFA
274
Wells Financial Advisors
Massachusetts
$10.2M 69,076 -583 -0.8%
AG
275
Ascent Group
Virginia
$10.1M 64,290 -16,378 -20%
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