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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 %
CCP
651
Clarity Capital Partners
California
$1.16M +$1.16M +7,915 New
KIA
652
KCM Investment Advisors
California
$1.15M +$43.4K +295 +4%
WB
653
WesBanco Bank
West Virginia
$1.15M +$358K +2,433 +45%
RMAM
654
Raab & Moskowitz Asset Management
New Jersey
$1.14M -$14K -95 -1%
Citigroup
655
Citigroup
New York
$1.13M -$95.9K -652 -8%
Squarepoint
656
Squarepoint
New York
$1.12M +$1.12M +7,607 New
EWA
657
EverSource Wealth Advisors
Alabama
$1.11M +$114K +775 +11%
IAN
658
Integrated Advisors Network
Texas
$1.11M +$9.71K +66 +0.9%
GSC
659
G&S Capital
Colorado
$1.1M -$87K -591 -7%
WDG
660
Wealth Dimensions Group
Ohio
$1.1M -$91.5K -622 -8%
BOPW
661
Brandywine Oak Private Wealth
Pennsylvania
$1.09M – – –
AWMNH
662
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.07M +$175K +1,188 +20%
NF
663
Nikulski Financial
Iowa
$1.07M +$55.2K +375 +5%
FSA
664
Fort Sheridan Advisors
Illinois
$1.05M +$22.1K +150 +2%
DWMG
665
DB Wealth Management Group
California
$1.05M +$294 +2 +0%
LAS
666
Lloyd Advisory Services
Georgia
$1.05M +$1.05M +7,110 New
FFBTD
667
First Financial Bank - Trust Division
Ohio
$1.04M -$67.4K -458 -6%
BWP
668
Bernardo Wealth Planning
Pennsylvania
$1.03M +$3.97K +27 +0.4%
FSA
669
Financial Sense Advisors
California
$1.03M +$163K +1,106 +19%
TWP
670
Tyche Wealth Partners
Texas
$1.03M +$1.03M +7,010 New
LSAG
671
Lake Street Advisors Group
New Hampshire
$1.03M +$1.03M +6,994 New
IC
672
IEQ Capital
California
$1.02M +$147 +1 +0%
MFWP
673
Mosaic Family Wealth Partners
Missouri
$1.02M +$19.7K +134 +2%
ACM
674
Ardent Capital Management
Ohio
$1.01M – – –
GEA
675
Glen Eagle Advisors
New Jersey
$1.01M -$101K -687 -9%
25 26
27
28 29