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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 %
BP
801
Ballentine Partners
Massachusetts
$531K +$4.41K +30 +0.8%
BFG
802
Bleakley Financial Group
New Jersey
$528K – – –
CCG
803
Cloverfields Capital Group
Minnesota
$524K +$52.7K +358 +11%
CSWM
804
Cassady Schiller Wealth Management
Ohio
$523K – – –
KA
805
Kovack Advisors
Florida
$522K +$206K +1,398 +65%
GFA
806
Gallagher Fiduciary Advisors
Illinois
$521K -$44.7K -304 -8%
GWMR
807
GC Wealth Management RIA
Massachusetts
$513K +$513K +3,486 New
OMC
808
Old Mission Capital
Illinois
$511K +$511K +3,475 New
NEPPG
809
New England Professional Planning Group
Rhode Island
$511K +$2.65K +18 +0.5%
PPC
810
Park Place Capital
Alabama
$506K +$314K +2,136 +164%
WLIM
811
White Lighthouse Investment Management
Massachusetts
$505K -$58.9K -400 -10%
FNWM
812
Financial Network Wealth Management
Utah
$504K – – –
RG
813
Rathbones Group
United Kingdom
$502K +$49.9K +339 +11%
SPWM
814
Schrum Private Wealth Management
Florida
$499K -$63.9K -434 -11%
WTG
815
West Tower Group
Virginia
$497K +$288K +1,958 +138%
SOS
816
Silver Oak Securities
Tennessee
$491K +$308K +2,093 +169%
D.E. Shaw & Co
817
D.E. Shaw & Co
New York
$487K +$487K +3,312 New
VFG
818
Victory Financial Group
Texas
$479K +$479K +3,254 New
ACI
819
Alpha Cubed Investments
California
$477K +$28.1K +191 +6%
BFP
820
Beacon Financial Planning
Massachusetts
$475K +$475K +3,225 New
MW
821
Marcum Wealth
Ohio
$472K – – –
SFA
822
Semmax Financial Advisors
North Carolina
$470K +$437K +2,807 +1,312%
FFA
823
Fortune Financial Advisors
Kansas
$469K +$589 +4 +0.1%
FCA
824
FinTrust Capital Advisors
South Carolina
$466K -$8.24K -56 -2%
LWM
825
Lodestone Wealth Management
Washington
$464K -$55.5K -377 -11%
31 32
33
34 35