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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WP
301
WealthShield Partners
North Carolina
$8.55M +$221K +1,503 +3%
CWG
302
Crown Wealth Group
North Carolina
$8.45M +$545K +3,701 +7%
DAM
303
Derbend Asset Management
Georgia
$8.45M +$3.82M +25,929 +82%
Goldman Sachs
304
Goldman Sachs
New York
$8.4M -$43.4M -294,835 -84%
SL
305
SWMG LLC
Texas
$8.32M -$7.06K -48 -0.1%
CFO
306
Custos Family Office
Texas
$8.24M +$543K +3,692 +7%
BHWM
307
Bay Harbor Wealth Management
Maryland
$8.19M +$202K +1,374 +3%
FAM
308
Forte Asset Management
New York
$8.15M -$95.1K -646 -1%
SRC
309
Shufro Rose & Co
New York
$8.07M -$182K -1,380 -2%
SF
310
Symphony Financial
Texas
$8.05M -$4.97M -33,778 -38%
NP
311
NorthRock Partners
Minnesota
$7.98M +$7.46M +50,670 +1,441%
CFC
312
Client First Capital
California
$7.97M +$662K +4,500 +9%
MW
313
Maia Wealth
Colorado
$7.95M +$7.95M +54,049 New
SAG
314
SageView Advisory Group
California
$7.93M -$2.45M -16,024 -24%
MFA
315
Mayflower Financial Advisors
Massachusetts
$7.8M +$1.39M +9,422 +22%
BWM
316
Brown Wealth Management
Illinois
$7.77M +$169K +1,149 +2%
CG
317
Cynosure Group
Utah
$7.77M +$245K +1,661 +3%
GWSA
318
Global Wealth Strategies & Associates
Colorado
$7.74M -$378K -2,570 -5%
NW
319
NewEdge Wealth
Pennsylvania
$7.57M +$297K +2,020 +4%
Brown Advisory
320
Brown Advisory
Maryland
$7.41M -$355K -2,416 -5%
MBT
321
Montecito Bank & Trust
California
$7.36M -$263K -1,785 -3%
AIA
322
Alternative Investment Advisors
Florida
$7.35M +$94K +639 +1%
PFG
323
PAX Financial Group
Texas
$7.34M -$6.81M -43,481 -48%
MCA
324
Magnolia Capital Advisors
Mississippi
$7.31M -$382K -2,503 -5%
YWM
325
Yoder Wealth Management
California
$7.31M -$283K -1,924 -4%
11 12
13
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