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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 %
MIM
526
Macroview Investment Management
Maryland
$2.19M +$64.6K +439 +3%
TSWM
527
Tyler-Stone Wealth Management
Ohio
$2.19M -$53.3K -362 -2%
WWP
528
WR Wealth Planners
Missouri
$2.17M +$63.3K +430 +3%
MGWM
529
Marks Group Wealth Management
Minnesota
$2.17M +$5.89K +40 +0.3%
TA
530
TruWealth Advisors
Louisiana
$2.16M +$2.16M +14,660 New
CRI
531
Commonwealth Retirement Investments
Virginia
$2.15M +$2.5K +17 +0.1%
Betterment LLC
532
Betterment LLC
New York
$2.15M -$367K -2,492 -15%
CFD
533
Creative Financial Designs
Indiana
$2.15M +$173K +1,177 +9%
FA
534
Flagstar Advisors
New York
$2.12M -$34.6K -235 -2%
CWP
535
CFM Wealth Partners
Texas
$2.11M -$27.7K -188 -1%
FF
536
Farrell Financial
New York
$2.1M +$2.1M +15,873 New
GWM
537
Geneos Wealth Management
Colorado
$2.1M -$881K -5,986 -30%
SMG
538
Smart Money Group
Texas
$2.05M +$12.2K +83 +0.6%
MFG
539
Magnus Financial Group
New York
$2.04M +$6.18K +42 +0.3%
RCM
540
Raleigh Capital Management
North Carolina
$2.03M -$15.4K -105 -0.8%
BIG
541
Bush Investment Group
Georgia
$2.03M +$2.03M +13,125 New
BFA
542
Beacon Financial Advisory
Ohio
$2.02M -$82.1K -558 -4%
AF
543
Apollon Financial
South Carolina
$2M +$2M +13,576 New
AFP
544
Ausdal Financial Partners
Iowa
$1.99M -$70.2K -477 -3%
SAM
545
Silvercrest Asset Management
New York
$1.98M +$1.98M +13,482 New
TC
546
Trust Company
Kansas
$1.98M -$58K -394 -3%
CAL
547
Capital Analysts LLC
Pennsylvania
$1.96M -$21.2K -144 -1%
NCM
548
Northwest Capital Management
Oregon
$1.94M +$100K +681 +5%
CM
549
Columbus Macro
Pennsylvania
$1.94M +$105K +711 +6%
EWA
550
Exencial Wealth Advisors
Oklahoma
$1.92M +$70.8K +481 +4%
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