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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 %
HWM
676
HB Wealth Management
Georgia
$1.01M -$12.8K -87 -1%
DC
677
Davenport & Co
Virginia
$1M +$217K +1,472 +28%
HKIMG
678
Hutchens & Kramer Investment Management Group
Indiana
$1,000K -$18.7K -127 -2%
GVAG
679
Great Valley Advisor Group
Delaware
$997K -$739K -5,024 -43%
SC
680
Saiph Capital
New Jersey
$996K +$19.1K +130 +2%
WT
681
Washington Trust
Rhode Island
$991K – – –
LNB
682
Ledyard National Bank
$974K -$67.5K -459 -6%
WFM
683
Wolff Financial Management
Michigan
$972K -$127K -866 -12%
SC
684
Stephens Consulting
Michigan
$965K -$82.5K -561 -8%
FI
685
FWG Investments
Kentucky
$961K +$961K +6,529 New
IIA
686
IPG Investment Advisors
California
$959K -$10.1M -68,652 -91%
GT
687
Glenview Trust
Kentucky
$958K -$8.68K -59 -0.9%
MWM
688
Meridian Wealth Management
Kentucky
$943K +$68.6K +466 +8%
SS
689
Sunbelt Securities
Texas
$929K -$15.3K -104 -2%
RFA
690
Resurgent Financial Advisors
Georgia
$924K +$179K +1,218 +24%
JPG
691
Jordan Park Group
California
$917K -$1.03M -6,989 -53%
SIA
692
Soltis Investment Advisors
Utah
$906K +$79.2K +538 +10%
GFP
693
Gryphon Financial Partners
Ohio
$906K +$906K +6,160 New
MFP
694
Meridian Financial Partners
Virginia
$897K -$95.6K -643 -10%
CW
695
Connectus Wealth
Ohio
$892K +$597K +4,056 +202%
LJAC
696
L.J. Altfest & Co
New York
$892K +$194K +1,319 +28%
AWC
697
Abundance Wealth Counselors
Pennsylvania
$890K – – –
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$888K +$12.7K +86 +1%
JSL
699
JT Stratford LLC
Georgia
$880K -$12.7K -86 -1%
CWM
700
Cahaba Wealth Management
Georgia
$858K – – –
26 27
28
29 30