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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 %
EWA
626
EP Wealth Advisors
California
$1.28M +$35.6K +242 +3%
TWA
627
Talisman Wealth Advisors
New Jersey
$1.27M +$165K +1,123 +15%
TIM
628
Tortoise Investment Management
New York
$1.26M -$390K -2,650 -24%
CFG
629
Cooper Financial Group
California
$1.26M -$774K -5,262 -38%
EFG
630
Ethos Financial Group
Pennsylvania
$1.26M +$768K +5,213 +157%
NRC
631
New Republic Capital
North Carolina
$1.26M +$17.4K +118 +1%
SC
632
Soundwatch Capital
Connecticut
$1.25M -$272K -1,655 -18%
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$1.25M -$34.7K -236 -3%
GFPC
634
Global Financial Private Client
Florida
$1.24M +$608K +4,134 +96%
BJL
635
Brighton Jones LLC
Washington
$1.24M +$336K +2,287 +37%
D
636
Dentgroup
Louisiana
$1.24M -$622K -4,230 -33%
YIH
637
Y-Intercept (HK)
Hong Kong
$1.24M +$727K +4,939 +143%
LA
638
LexAurum Advisors
Kansas
$1.23M -$48.3K -328 -4%
Principal Financial Group
639
Principal Financial Group
Iowa
$1.22M -$22.1K -150 -2%
CAG
640
Curtis Advisory Group
California
$1.21M +$1.21M +8,246 New
EFG
641
Ehrlich Financial Group
California
$1.21M +$1.21M +8,226 New
MAM
642
Madison Asset Management
Wisconsin
$1.2M – – –
D
643
Diversified
Delaware
$1.2M -$29.1K -198 -2%
CAM
644
Cozad Asset Management
Illinois
$1.2M – – –
ACA
645
Ackerman Capital Advisors
Texas
$1.2M – – –
MWM
646
MBE Wealth Management
Wisconsin
$1.18M -$46.1K -313 -4%
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$1.18M -$13.2K -90 -1%
WWM
648
WT Wealth Management
Arizona
$1.18M +$1.18M +8,028 New
EA
649
Ergawealth Advisors
Illinois
$1.17M -$45K -306 -4%
FFP
650
FourThought Financial Partners
Florida
$1.17M -$94K -639 -7%
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