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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 %
WSWA
776
Warren Street Wealth Advisors
California
$572K -$25.7K -175 -4%
PFA
777
Pinnacle Family Advisors
Missouri
$570K +$2.06K +14 +0.4%
GIM
778
Goelzer Investment Management
Indiana
$568K – – –
HPC
779
Hobart Private Capital
North Carolina
$568K -$168K -1,145 -23%
SIS
780
Sound Income Strategies
Florida
$567K +$522K +3,545 +1,147%
DIM
781
DLK Investment Management
California
$567K +$567K +3,852 New
BTW
782
Boston Trust Walden
Massachusetts
$565K – – –
NCM
783
NCM Capital Management
New Jersey
$565K – – –
BAM
784
Belpointe Asset Management
Nevada
$561K +$561K +3,810 New
OFG
785
Oxford Financial Group
Indiana
$555K +$22.2K +151 +4%
BB
786
Busey Bank
Illinois
$555K -$138K -940 -20%
YWS
787
Yarger Wealth Strategies
Ohio
$554K +$3.83K +26 +0.7%
Legacy Financial Group (Iowa)
788
Legacy Financial Group (Iowa)
Iowa
$550K -$9.4M -63,968 -94%
WCP
789
Wick Capital Partners
Pennsylvania
$548K +$548K +3,727 New
AFP
790
Alpha Financial Partners
Kentucky
$544K +$55.8K +379 +11%
DT
791
Diversified Trust
Tennessee
$544K -$127K -865 -19%
Kovitz Investment Group Partners
792
Kovitz Investment Group Partners
Illinois
$544K – – –
SWP
793
Semus Wealth Partners
Florida
$543K +$78K +530 +17%
FCM
794
Firestone Capital Management
Florida
$539K +$39.7K +270 +8%
VCA
795
Verdence Capital Advisors
Maryland
$539K -$370K -2,514 -41%
VA
796
Valmark Advisers
Ohio
$539K +$17.5K +119 +3%
G
797
GenTrust
Florida
$535K – – –
FPAS
798
Focus Partners Advisor Solutions
Missouri
$534K -$212K -1,443 -28%
HNB
799
Huntington National Bank
Ohio
$534K -$510K – –
MW
800
MBL Wealth
North Carolina
$533K -$1.47K -10 -0.3%
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