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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 %
CIBC Private Wealth Group
726
CIBC Private Wealth Group
Georgia
$742K +$344K +2,340 +87%
Pathstone Holdings
727
Pathstone Holdings
New Jersey
$736K +$736K +5,003 New
FAB
728
First American Bank
Illinois
$733K – – –
MG
729
Mather Group
Illinois
$730K +$385K +2,618 +112%
FHC
730
First Heartland Consultants
Missouri
$716K -$25K -170 -3%
SG
731
StoneX Group
New York
$716K +$57K +387 +9%
NFG
732
Nations Financial Group
Iowa
$708K +$72.1K +490 +11%
KWM
733
Kingsview Wealth Management
Oregon
$705K +$109K +743 +18%
ACP
734
Aveo Capital Partners
Colorado
$704K +$341K +2,317 +94%
CWA
735
Centennial Wealth Advisory
Michigan
$703K +$703K +4,775 New
Fisher Asset Management
736
Fisher Asset Management
Washington
$697K -$49.9K -339 -7%
CIS
737
Custom Index Systems
New York
$697K +$697K +4,737 New
BCM
738
Beck Capital Management
Texas
$695K -$21.6K -147 -3%
HS
739
Horan Securities
United States
$695K +$161K +1,093 +30%
PFT
740
Providence First Trust
Arizona
$695K +$388K +2,640 +127%
AA
741
Advisory Alpha
Michigan
$668K -$1.07M -7,282 -62%
JCM
742
Jacobi Capital Management
Pennsylvania
$667K +$169K +1,146 +34%
WPW
743
Watershed Private Wealth
Illinois
$662K +$662K +4,499 New
MA
744
MKT Advisors
California
$655K +$200K +1,383 +44%
PPW
745
Pasadena Private Wealth
California
$654K +$11.3K +77 +2%
FIM
746
Freedom Investment Management
Connecticut
$645K +$645K +4,382 New
ANBT
747
American National Bank & Trust
Texas
$644K – – –
Wolverine Trading
748
Wolverine Trading
Illinois
$642K -$10K -68 -2%
AFO
749
Allie Family Office
Florida
$641K +$392K +2,665 +158%
OC
750
Oppenheimer & Co
New York
$639K -$100K -682 -14%
28 29
30
31 32