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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 %
JWBC
601
John W. Brooker & Co
California
$1.45M +$4.71K +32 +0.3%
BWA
602
BCU Wealth Advisors
Illinois
$1.44M +$1.44M +9,772 New
AHL
603
Abel Hall LLC
Louisiana
$1.43M +$1.43M +9,725 New
AWA
604
Alta Wealth Advisors
Massachusetts
$1.43M -$349K -2,375 -20%
JWM
605
Jackson Wealth Management
Florida
$1.42M -$36.5K -248 -3%
PIA
606
Perennial Investment Advisors
California
$1.4M -$355K -2,411 -20%
AWM
607
Aspire Wealth Management
Massachusetts
$1.4M +$2.5K +17 +0.2%
FAM
608
Formidable Asset Management
Ohio
$1.38M -$144K -976 -9%
ACM
609
Avalon Capital Management
California
$1.38M +$1.38M +9,402 New
MWM
610
Mattern Wealth Management
Kansas
$1.37M -$1.32K -9 -0.1%
V
611
ViaWealth
Kansas
$1.36M -$137K -929 -9%
CWA
612
Clearview Wealth Advisors
Oregon
$1.35M +$81.4K +553 +6%
PS
613
Principal Securities
Iowa
$1.34M +$1.34M +9,141 New
SCM
614
Sheridan Capital Management
California
$1.34M +$1.34M +9,106 New
ECM
615
Evergreen Capital Management
Washington
$1.34M – – –
SPI
616
Sutton Place Investors
New York
$1.33M +$7.5K +51 +0.6%
SFG
617
Sovereign Financial Group
Connecticut
$1.33M -$152K -1,033 -10%
BSW
618
Buckingham Strategic Wealth
Missouri
$1.33M +$413K +2,808 +45%
SS
619
Simplicity Solutions
Minnesota
$1.32M +$66.2K +450 +5%
UWM
620
USAdvisors Wealth Management
Minnesota
$1.32M -$3.53K -24 -0.3%
SWM
621
Silverlake Wealth Management
Vermont
$1.32M +$148K +1,003 +13%
RPGK
622
Retirement Planning Group (Kansas)
Kansas
$1.31M -$26.5K -180 -2%
SFA
623
Sequoia Financial Advisors
Ohio
$1.31M +$739K +5,021 +130%
AWA
624
Arete Wealth Advisors
Illinois
$1.3M +$287K +1,949 +28%
IAA
625
Ironsides Asset Advisors
North Carolina
$1.3M +$1.01M +6,840 +342%
23 24
25
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