QUAL icon

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 %
MYIA
351
Mount Yale Investment Advisors
Colorado
$6.12M +$404K +2,743 +7%
HC
352
Hoese & Co
Minnesota
$6.11M -$71.5K -507 -1%
PPWP
353
Premier Path Wealth Partners
New Jersey
$6.05M +$6.05M +40,525 New
PSCM
354
Per Stirling Capital Management
Texas
$5.93M +$1.51M +10,261 +34%
FA
355
FDx Advisors
Illinois
$5.91M +$1.42M +9,652 +32%
RTL
356
Red Tortoise LLC
Georgia
$5.87M +$40.2K +273 +0.7%
OWMIAS
357
One Wealth Management Investment & Advisory Services
Florida
$5.86M +$5.86M +39,853 New
WWA
358
WCG Wealth Advisors
Nevada
$5.74M -$2.49M -16,905 -30%
FSA
359
Financial Services Advisory
Maryland
$5.73M +$1.67M +11,362 +41%
FFG
360
Foundry Financial Group
New Hampshire
$5.72M +$5.72M +38,902 New
QFA
361
Quattro Financial Advisors
Texas
$5.68M -$1.57B -40,657 -100%
SPAS
362
Spectrum Planning & Advisory Services
California
$5.65M +$54.7K +372 +1%
CG
363
Caprock Group
Idaho
$5.57M -$33.4K -227 -0.6%
SPC
364
Sigma Planning Corp
Michigan
$5.43M -$3.05M -20,699 -36%
ONB
365
Old National Bancorp
Indiana
$5.41M +$1.28M +8,713 +31%
AIA
366
Arrow Investment Advisors
Maryland
$5.4M -$1.26M -8,536 -19%
CCA
367
Cora Capital Advisors
New Jersey
$5.38M -$43.6K -296 -0.8%
BS
368
Banco Santander
Spain
$5.36M -$395K -2,687 -7%
BFG
369
Beacon Financial Group
Texas
$5.36M +$4.11M +27,936 +330%
MCM
370
MAI Capital Management
Ohio
$5.34M +$5.3K +36 +0.1%
WS
371
Wedbush Securities
California
$5.33M +$1.24M +8,430 +30%
VA
372
Vident Advisory
Georgia
$5.29M +$947K +6,436 +22%
SAW
373
Signal Advisors Wealth
Michigan
$5.25M +$5.25M +35,662 New
FLA
374
Financial Life Advisors
Texas
$5.24M +$5.24M +35,585 New
CWM
375
Centurion Wealth Management
Virginia
$5.21M +$329K +2,237 +7%
13 14
15
16 17