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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.

Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.97%
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 Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$223M 1,513,154 +39,422 +3%
MWM
27
Merriman Wealth Management
Washington
$199M 1,355,444 +89,691 +7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$197M 1,341,817 +33,064 +3%
Stifel Financial
29
Stifel Financial
Missouri
$195M 1,326,086 +93,060 +8%
WBG
30
Wharton Business Group
Pennsylvania
$189M 1,285,376 -11,933 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$176M 1,198,670 +178,863 +18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$173M 1,179,016 +106,107 +10%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M 1,056,047 +550,321 +109%
IWC
34
Integrated Wealth Concepts
Massachusetts
$147M 999,043 -17,994 -2%
RJA
35
Raymond James & Associates
Florida
$128M 871,323 +42,302 +5%
Corient Private Wealth
36
Corient Private Wealth
Florida
$126M 857,051 +105,755 +14%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$126M 853,450 +99,914 +13%
OIA
38
OneDigital Investment Advisors
Kansas
$122M 831,153 +173,904 +26%
MMA
39
Miracle Mile Advisors
California
$119M 806,339 +422,241 +110%
HighTower Advisors
40
HighTower Advisors
Illinois
$115M 781,194 +58,734 +8%
EWM
41
Empirical Wealth Management
Washington
$110M 749,636 +159,562 +27%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$109M 742,812 +199,463 +37%
BL
43
Balentine LLC
Georgia
$106M 717,556 -3,971 -0.6%
SFG
44
SNS Financial Group
Minnesota
$105M 710,790 +14,835 +2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$102M 695,341 +38,147 +6%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$93.7M 637,135 +4,486 +0.7%
GFS
47
GYL Financial Synergies
Connecticut
$92.1M 625,806 -8,548 -1%
WP
48
WealthSource Partners
California
$92M 625,172 +34,121 +6%
UCFA
49
United Capital Financial Advisors
Texas
$91.8M 623,657 +604,390 +3,137%
BWL
50
Bogart Wealth LLC
Virginia
$90.7M 616,236 +227,358 +58%
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