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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 %
AF
376
Advisornet Financial
Minnesota
$5.18M +$219K +1,486 +4%
AWE
377
Avidian Wealth Enterprises
Texas
$5.17M +$445K +3,021 +9%
Citadel Advisors
378
Citadel Advisors
Florida
$5.13M -$16.3M -110,510 -76%
SCM
379
SOL Capital Management
Maryland
$5.11M +$1.08M +7,338 +27%
TF
380
Theory Financial
Colorado
$5.07M +$345K +2,343 +7%
MLA
381
My Legacy Advisors
Oregon
$5.05M +$405K +2,736 +9%
CFA
382
Cahill Financial Advisors
Minnesota
$5.02M +$959K +6,516 +24%
FCP
383
Fidelis Capital Partners
Florida
$5.02M +$472K +3,208 +10%
CWM
384
Certus Wealth Management
California
$5M +$304K +2,066 +6%
SQA
385
Simon Quick Advisors
New Jersey
$4.96M -$104K -709 -2%
KPWS
386
Kestra Private Wealth Services
Texas
$4.95M +$3.05M +20,720 +160%
TC
387
Tacita Capital
Ontario, Canada
$4.95M -$153K -1,043 -3%
PFS
388
Prospera Financial Services
Texas
$4.92M +$1.36M +9,231 +38%
IC
389
Inscription Capital
Texas
$4.84M +$2.65K +18 +0.1%
MWS
390
Maxwell Wealth Strategies
California
$4.83M +$4.83M +32,793 New
TWC
391
TD Waterhouse Canada
Ontario, Canada
$4.79M -$4.48K -30 -0.1%
LNC
392
Lincoln National Corp
Pennsylvania
$4.75M +$2.39M +16,234 +101%
FLPIM
393
F.L. Putnam Investment Management
Massachusetts
$4.75M -$2.03M -13,800 -30%
TFA
394
Tranquilli Financial Advisor
New Jersey
$4.71M -$690K -4,688 -13%
ELI
395
Empire Life Investments
Ontario, Canada
$4.7M -$824K -5,600 -15%
VIM
396
Vista Investment Management
Pennsylvania
$4.68M +$15.3K +104 +0.3%
SWP
397
ShoreHaven Wealth Partners
New Jersey
$4.68M +$1.43M +9,729 +44%
KNFPWM
398
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.64M +$4.64M +31,510 New
WF
399
Williams Financial
Vermont
$4.63M -$161K -1,093 -3%
TVM
400
True Vision MN
Minnesota
$4.63M +$4.63M +31,428 New
14 15
16
17 18