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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.

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
3.04%
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
1
Morgan Stanley
New York
$2.32B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$708M
3
LPL Financial
3
LPL Financial
California
$1.88B
4
Wells Fargo
4
Wells Fargo
California
$572M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$232M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$5.68M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.34B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$407M
4
HI
4
Horizon Investments
North Carolina
$271M
5
SC
5
Savant Capital
Illinois
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$88.2M 583,042 +19,521 +3%
Franklin Resources
52
Franklin Resources
California
$87M 591,196 +32,439 +6%
JC
53
JB Capital
Connecticut
$81.9M 556,503 +20,952 +4%
SMA
54
Sage Mountain Advisors
Georgia
$81.7M 555,160 +6,322 +1%
OWP
55
Obermeyer Wealth Partners
Colorado
$79.7M 541,748 +13,671 +3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$79.1M 537,818 +51,842 +11%
PA
57
Parallel Advisors
California
$78.2M 531,146 -103,305 -16%
SC
58
Savant Capital
Illinois
$77.4M 526,000 -531,410 -50%
US Bancorp
59
US Bancorp
Minnesota
$72.8M 494,942 +14,190 +3%
RCG
60
Resource Consulting Group
Florida
$71.7M 487,446 +40,769 +9%
PCIA
61
Prime Capital Investment Advisors
Kansas
$71.2M 483,847 +30,010 +7%
CAN
62
Cetera Advisor Networks
California
$70.2M 476,934 +36,469 +8%
NA
63
NewEdge Advisors
Louisiana
$70M 472,128 +11,549 +3%
DADC
64
D.A. Davidson & Co
Montana
$70M 475,441 +7,597 +2%
CAM
65
Cresset Asset Management
Illinois
$69.2M 469,835 +39,485 +9%
GI
66
Gradient Investments
Minnesota
$67M 455,411 +11,012 +2%
AWS
67
Atria Wealth Solutions
New York
$66.8M 453,721 +25,473 +6%
BAAM
68
Baker Avenue Asset Management
California
$66.3M 450,806 +22,484 +5%
JIC
69
Johnson Investment Counsel
Ohio
$64.8M 440,450 +5,888 +1%
UA
70
Unison Advisors
District of Columbia
$64M 434,525 +6,116 +1%
OWM
71
Orgel Wealth Management
Wisconsin
$63.3M 430,211 +54,333 +14%
Two Sigma Investments
72
Two Sigma Investments
New York
$62.5M 424,800 -149,200 -26%
KAS
73
Kestra Advisory Services
Texas
$62.3M 423,167 +181,678 +75%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$61.6M 418,689 +115,177 +38%
FIA
75
Foundations Investment Advisors
Arizona
$61.2M 401,815 -85,771 -18%
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