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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
+$1.28B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$229M
3
LPL Financial
LPL Financial
California
+$142M
4
Wells Fargo
Wells Fargo
California
+$132M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$129M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.57B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$241M
3
Osaic Holdings
Osaic Holdings
Arizona
-$181M
4
HI
Horizon Investments
North Carolina
-$103M
5
SC
Savant Capital
Illinois
-$78.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
476
MGO One Seven
Ohio
$2.88M -$261K -1,774 -8%
GM
477
GeoWealth Management
Illinois
$2.88M +$2.03M +13,789 +239%
MFA
478
Millington Financial Advisors
Illinois
$2.86M +$43.6K +296 +2%
QC
479
Quent Capital
New York
$2.83M +$738K +5,014 +35%
TCA
480
Transcend Capital Advisors
New Jersey
$2.8M +$268K +1,821 +11%
CA
481
Clearstead Advisors
Ohio
$2.79M -$2.78M -18,903 -50%
TCM
482
Triumph Capital Management
Colorado
$2.79M +$1.22M +8,299 +78%
Russell Investments Group
483
Russell Investments Group
United Kingdom
$2.77M +$589 +4 +0%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$2.75M +$171K +1,158 +7%
CGA
485
Crescent Grove Advisors
Illinois
$2.74M -$205K -1,389 -7%
TFO
486
Tarbox Family Office
California
$2.73M +$13.8K +94 +0.5%
Renaissance Technologies
487
Renaissance Technologies
New York
$2.72M +$2.72M +18,500 New
GT
488
Greenleaf Trust
Michigan
$2.71M -$736K -5,000 -21%
VPP
489
Vertex Planning Partners
Illinois
$2.7M +$120K +814 +5%
BWM
490
Bulltick Wealth Management
Florida
$2.7M +$212K +1,442 +9%
JEST
491
JTC Employer Solutions Trustee
Jersey
$2.68M – – –
FCFC
492
First Citizens Financial Corp
Iowa
$2.68M +$280K +1,900 +12%
FPW
493
Flagship Private Wealth
Massachusetts
$2.64M +$433K +2,946 +20%
VWWMG
494
Vermillion & White Wealth Management Group
Pennsylvania
$2.64M +$2.64M +16,367 New
CAM
495
Concorde Asset Management
Michigan
$2.63M +$641K +4,504 +32%
SW
496
Signify Wealth
Missouri
$2.6M +$889K +6,041 +52%
PCMC
497
Private Capital Management (Colorado)
Colorado
$2.55M +$232K +1,580 +10%
BWM
498
BlackDiamond Wealth Management
New York
$2.54M -$685K -4,441 -21%
DL
499
DOHJ LLC
Washington
$2.54M +$2.54M +17,255 New
FHA
500
Flagship Harbor Advisors
Massachusetts
$2.54M +$296K +2,013 +13%
18 19
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