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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 %
LLWM
576
Life Line Wealth Management
California
$1.7M +$1.7M +11,524 New
AWA
577
Acorn Wealth Advisors
Michigan
$1.69M +$33.7K +229 +2%
APCM
578
Alaska Permanent Capital Management
Alaska
$1.69M -$22.8K -155 -1%
CFCI
579
Comprehensive Financial Consultants Institutional
Indiana
$1.67M +$853K +5,800 +104%
ATC
580
Argent Trust Co
Tennessee
$1.67M +$397K +2,696 +31%
JBA
581
Johnson Bixby & Associates
Washington
$1.66M -$85.5K -581 -5%
SFP
582
Shepherd Financial Partners
Massachusetts
$1.65M -$22.2K -151 -1%
LFA
583
Level Financial Advisors
New York
$1.65M -$61.8K -420 -4%
APC
584
Aspire Private Capital
North Carolina
$1.64M +$116K +788 +8%
TP
585
Tranquility Partners
Tennessee
$1.64M -$10.6K -72 -0.6%
ATPW
586
Ashton Thomas Private Wealth
Arizona
$1.64M +$93.7K +637 +6%
KP
587
Keel Point
Alabama
$1.62M -$53.3K -362 -3%
MIFH
588
Migdal Insurance & Financial Holdings
Israel
$1.61M -$3.01M -20,433 -65%
WAL
589
W Advisors LLC
Tennessee
$1.61M +$184K +1,253 +13%
MHB
590
Midwest Heritage Bank
Iowa
$1.61M +$15K +102 +0.9%
CCG
591
Catalina Capital Group
California
$1.59M +$1.59M +10,791 New
MWM
592
Mission Wealth Management
California
$1.57M +$967K +6,573 +161%
AWM
593
Alterna Wealth Management
Texas
$1.57M +$193K +1,311 +14%
SPWG
594
Syntegra Private Wealth Group
Missouri
$1.55M -$1.18K -8 -0.1%
CPC
595
Consolidated Planning Corp
Georgia
$1.54M +$17.4K +118 +1%
WHCI
596
W.H. Cornerstone Investments
Massachusetts
$1.5M -$683K -4,640 -31%
WCG
597
Wall Capital Group
Arizona
$1.49M -$365K -2,480 -20%
PCA
598
Pallas Capital Advisors
Massachusetts
$1.49M -$4.67M -31,720 -76%
FPGK
599
Financial Partners Group (Kansas)
Kansas
$1.48M +$2.65K +18 +0.2%
LIA
600
LifePlan Investment Advisors
North Carolina
$1.48M +$231K +1,567 +19%
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