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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
3.03%
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 %
RCG
326
Regatta Capital Group
California
$7.27M +$6.47M +43,966 +807%
GRP
327
Global Retirement Partners
California
$7.05M +$662K +4,480 +10%
GLA
328
Good Life Advisors
Pennsylvania
$6.81M +$2.72M +18,495 +67%
WWM
329
Western Wealth Management
Colorado
$6.79M +$1.76M +11,972 +35%
MAG
330
MRA Advisory Group
New Jersey
$6.77M +$2.78M +18,870 +69%
AM
331
AGF Management
Ontario, Canada
$6.73M +$6.73M +45,745 New
AWM
332
Apollon Wealth Management
South Carolina
$6.7M +$708K +4,812 +12%
MWA
333
Motive Wealth Advisors
Michigan
$6.64M -$1.43M -9,733 -18%
FHA
334
First Horizon Advisors
Tennessee
$6.62M +$785K +5,335 +13%
FEG
335
Financial Enhancement Group
Indiana
$6.6M +$2.16M +14,694 +49%
FAM
336
Family Asset Management
South Carolina
$6.59M +$695K +4,726 +12%
WQ
337
Wealth Quarterback
New Jersey
$6.59M +$598K +4,064 +10%
PLU
338
Performa Ltd (US)
South Carolina
$6.57M +$222K +1,506 +3%
WA
339
WBH Advisory
Maryland
$6.54M +$600K +4,080 +10%
NFC
340
Northeast Financial Consultants
Connecticut
$6.53M +$45.3K +308 +0.7%
ASN
341
Advisory Services Network
Georgia
$6.53M +$177K +1,200 +3%
SWM
342
SigFig Wealth Management
California
$6.48M +$251K +1,707 +4%
GP
343
Geneva Partners
Wisconsin
$6.47M +$1.58M +10,737 +32%
ACM
344
Advisors Capital Management
New Jersey
$6.3M +$5.82M +39,586 +1,228%
FWP
345
Firethorn Wealth Partners
Georgia
$6.26M +$272K +1,848 +5%
RSWM
346
Robertson Stephens Wealth Management
California
$6.23M +$327K +2,222 +6%
AFG
347
Atomi Financial Group
New York
$6.23M +$739K +5,020 +13%
OP
348
ORG Partners
Indiana
$6.19M +$5.62M +38,186 +980%
GA
349
GSG Advisors
New Jersey
$6.19M +$919K +6,335 +17%
HI
350
Harbour Investments
Wisconsin
$6.17M -$980K -6,659 -14%
12 13
14
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