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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 %
BAM
751
BOS Asset Management
Illinois
$636K +$224K +1,523 +54%
IRC
752
Investors Research Corp
Georgia
$634K +$34.4K +234 +6%
MWM
753
Mascoma Wealth Management
New Hampshire
$628K -$261K -1,773 -29%
IWM
754
Iams Wealth Management
Nebraska
$628K +$340K +2,308 +118%
LFA
755
LGT Financial Advisors
Texas
$628K +$248K +1,688 +65%
4WM
756
4J Wealth Management
Virginia
$626K -$27.1K -184 -4%
PWM
757
Paulson Wealth Management
Illinois
$622K -$9.42K -64 -1%
OLVIG
758
Oliver Lagore Vanvalin Investment Group
Michigan
$618K -$78K -530 -11%
PCH
759
PGIM Custom Harvest
New Jersey
$615K -$25K -170 -4%
AIM
760
Anchor Investment Management
South Carolina
$611K – – –
FNT
761
First National Trust
Pennsylvania
$611K +$273K +1,855 +81%
T
762
TCWP
Ohio
$601K -$7.8K -53 -1%
SPW
763
Sonoma Private Wealth
California
$598K -$35.2K -239 -6%
FT
764
Fiduciary Trust
Massachusetts
$597K +$45K +306 +8%
Qube Research & Technologies (QRT)
765
Qube Research & Technologies (QRT)
United Kingdom
$594K -$1.14M -7,749 -66%
VFA
766
Valeo Financial Advisors
Indiana
$593K -$124K -840 -17%
LSPW
767
Lake Street Private Wealth
Illinois
$592K -$2.94K -20 -0.5%
EFS
768
Essex Financial Services
Connecticut
$592K -$62.5K -425 -10%
KWA
769
Kellett Wealth Advisors
Ohio
$592K +$592K +4,020 New
TA
770
TrueWealth Advisors
Alabama
$588K +$40.6K +276 +7%
EMAM
771
Encompass More Asset Management
California
$585K +$585K +3,975 New
PPP
772
Private Portfolio Partners
New Jersey
$582K -$33.3K -226 -5%
LFG
773
Larson Financial Group
Missouri
$580K -$10K -68 -2%
BCA
774
Bay Colony Advisors
Massachusetts
$576K +$96.1K +653 +20%
LSA
775
Lansing Street Advisors
Pennsylvania
$576K +$576K +3,915 New
29 30
31
32 33