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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
Morgan Stanley
New York
$2.32B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$708M
3
LPL Financial
LPL Financial
California
$1.88B
4
Wells Fargo
Wells Fargo
California
$572M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$232M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$5.68M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.34B
3
Osaic Holdings
Osaic Holdings
Arizona
$407M
4
HI
Horizon Investments
North Carolina
$271M
5
SC
Savant Capital
Illinois
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
451
IHT Wealth Management
Illinois
$3.46M +$117K +796 +4%
Fidelity International
452
Fidelity International
Bermuda
$3.38M -$8.42M -57,200 -71%
CAAM
453
Cornerstone Advisors Asset Management
Pennsylvania
$3.36M +$238K +1,619 +8%
HCM
454
Highview Capital Management
Illinois
$3.36M +$34K +231 +1%
RVPG
455
Relative Value Partners Group
$3.35M +$669K +4,547 +25%
MWM
456
MorganRosel Wealth Management
Colorado
$3.29M +$25.2K +171 +0.8%
MCM
457
Mattern Capital Management
Colorado
$3.28M -$107K -726 -3%
MSA
458
Marino Stram & Associates
Massachusetts
$3.27M +$325K +2,206 +11%
RF
459
Rollins Financial
Georgia
$3.25M +$679K +4,612 +26%
RFA
460
Rollins Financial Advisors
New York
$3.25M +$3.25M +22,116 New
BPA
461
Beacon Pointe Advisors
California
$3.23M -$79.7K -542 -2%
PTC
462
Private Trust Company
Ohio
$3.21M +$325K +2,206 +11%
CWM
463
Cornerstone Wealth Management
Missouri
$3.21M +$129K +877 +4%
DWA
464
Dorsey Wright & Associates
California
$3.21M -$170K -1,155 -5%
PI
465
PineBridge Investments
New York
$3.15M +$701K +4,765 +29%
CC
466
Copperleaf Capital
North Carolina
$3.14M +$85.3K +580 +3%
WF
467
Warner Financial
Maryland
$3.13M +$296K +2,014 +10%
RFP
468
RCS Financial Planning
Maryland
$3.13M +$910K +6,187 +41%
NSB
469
Norway Savings Bank
Maine
$3.08M +$53.9K +366 +2%
ICP
470
Interchange Capital Partners
Pennsylvania
$3.04M -$16.4K -111 -0.5%
BFC
471
Bedel Financial Consulting
Indiana
$3.01M +$9.56K +65 +0.3%
RF
472
RHS Financial
California
$2.98M +$413K +2,804 +16%
MCWS
473
McKinley Carter Wealth Services
West Virginia
$2.93M -$130K -886 -4%
TFM
474
Trademark Financial Management
Minnesota
$2.92M +$2.92M +19,822 New
VWM
475
Venturi Wealth Management
Texas
$2.88M -$171K -1,160 -6%
17 18
19
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