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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 %
BA
501
Bristlecone Advisors
Washington
$2.53M +$70.9K +482 +3%
GWP
502
Gateway Wealth Partners
Wisconsin
$2.52M +$340K +2,311 +16%
MSWMA
503
Market Street Wealth Management Advisors
Indiana
$2.5M -$17.4M -118,531 -87%
JIP
504
Jaffetilchin Investment Partners
Florida
$2.5M +$178K +1,212 +8%
NL
505
NWAM LLC
Washington
$2.46M -$467K -3,176 -16%
LIM
506
Leavell Investment Management
Alabama
$2.46M +$1.59M +10,803 +183%
DWM
507
Dakota Wealth Management
Florida
$2.44M +$346K +2,354 +17%
CFG
508
Carr Financial Group
Massachusetts
$2.42M +$130K +883 +6%
RW
509
Regimen Wealth
Georgia
$2.4M +$116K +786 +5%
TPWA
510
Twin Peaks Wealth Advisors
California
$2.4M +$2.4M +16,310 New
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$2.4M -$207K -1,409 -8%
RSWA
512
Robinson Smith Wealth Advisors
Maine
$2.36M +$2.36M +16,065 New
AWA
513
Amplius Wealth Advisors
Pennsylvania
$2.36M -$13.4K -91 -0.6%
AP
514
Agilis Partners
Massachusetts
$2.36M – – –
MAG
515
Mayfair Advisory Group
Alabama
$2.35M -$39.1K -268 -2%
C1AG
516
Client 1st Advisory Group
Florida
$2.33M -$608K -4,129 -21%
PCA
517
Peddock Capital Advisors
Massachusetts
$2.32M +$392K +2,665 +20%
MWM
518
Mosley Wealth Management
California
$2.31M +$2.31M +15,686 New
TPWA
519
TRUE Private Wealth Advisors
Oregon
$2.27M -$262K -1,783 -10%
FI
520
Financial Insights
Washington
$2.27M -$79.3K -539 -3%
WP
521
WealthPLAN Partners
Nebraska
$2.24M +$536K +3,646 +31%
ACM
522
Absolute Capital Management
Pennsylvania
$2.22M +$1.14M +7,734 +105%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$2.21M +$405K +2,750 +22%
IGWM
524
ICA Group Wealth Management
Colorado
$2.2M +$437K +2,969 +25%
RCM
525
RMR Capital Management
California
$2.19M +$2.19M +14,897 New
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