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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 %
USCWA
551
U.S. Capital Wealth Advisors
Texas
$1.92M +$88.7K +603 +5%
AA
552
Ancora Advisors
Ohio
$1.89M +$207K +1,405 +12%
RIM
553
Redwood Investment Management
Arizona
$1.88M +$314K +2,131 +20%
OWM
554
OneAscent Wealth Management
Alabama
$1.87M +$1.87M +12,691 New
AIP
555
Almanack Investment Partners
Pennsylvania
$1.86M +$7.21K +49 +0.4%
FCH
556
Freestone Capital Holdings
Washington
$1.86M +$926K +6,294 +99%
LWM
557
Lionsbridge Wealth Management
Florida
$1.85M -$1.58M -10,753 -46%
TC
558
Telemus Capital
Michigan
$1.84M +$290K +1,971 +19%
WIA
559
World Investment Advisors
California
$1.83M -$917K -6,225 -33%
VCM
560
Vision Capital Management
Oregon
$1.82M +$1.82M +12,340 New
TFM
561
TFC Financial Management
Massachusetts
$1.81M +$143K +974 +9%
KFGK
562
Keystone Financial Group (Kentucky)
Kentucky
$1.8M -$69.3K -471 -4%
WWP
563
Waypoint Wealth Partners
California
$1.8M – – –
CWP
564
Cyndeo Wealth Partners
Florida
$1.79M +$1.79M +12,186 New
HIM
565
Hanlon Investment Management
New Jersey
$1.79M -$333K -2,265 -16%
PIM
566
Provident Investment Management
Michigan
$1.79M -$144K -982 -7%
9WM
567
9258 Wealth Management
Ohio
$1.77M +$42.5K +289 +2%
BWM
568
BigSur Wealth Management
Florida
$1.77M – – –
Vontobel Holding
569
Vontobel Holding
Switzerland
$1.75M +$66.3K +450 +4%
DWA
570
Delos Wealth Advisors
Texas
$1.74M +$207K +1,405 +13%
William Blair & Company
571
William Blair & Company
Illinois
$1.74M -$44.6K -303 -3%
CCFM
572
Clear Creek Financial Management
Washington
$1.73M +$1M +6,825 +138%
QPWM
573
Quadrant Private Wealth Management
Pennsylvania
$1.72M +$696K +4,726 +68%
CIC
574
Carnegie Investment Counsel
Ohio
$1.71M -$14.1K -96 -0.8%
TWM
575
Thrive Wealth Management
Pennsylvania
$1.71M +$67.7K +460 +4%
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