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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$5.68M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.34B
3
Osaic Holdings
Osaic Holdings
Arizona
$407M
4
HI
Horizon Investments
North Carolina
$271M
5
SC
Savant Capital
Illinois
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
826
Crewe Advisors
Utah
$463K -$123K -833 -21%
NIC
827
Northwest Investment Counselors
Oregon
$463K -$5.59K -38 -1%
S
828
Sachetta
Massachusetts
$459K +$459K +3,118 New
CB
829
Commerce Bank
Missouri
$455K +$17.2K +117 +4%
SIC
830
Salem Investment Counselors
North Carolina
$453K – – –
GA
831
Geller Advisors
New York
$453K – – –
BMWM
832
Brown Miller Wealth Management
Virginia
$449K -$1.18K -8 -0.3%
FWCM
833
Ferguson Wellman Capital Management
Oregon
$447K +$14.3K +97 +3%
1CP
834
17 Capital Partners
Arizona
$445K +$445K +3,023 New
DTC
835
Davidson Trust Company
Washington
$444K +$25.2K +171 +6%
DA
836
DCM Advisors
New York
$442K – – –
PTC
837
Philadelphia Trust Company
Pennsylvania
$441K – – –
LWA
838
Lantern Wealth Advisors
New York
$439K +$439K +2,984 New
CTWM
839
Cherry Tree Wealth Management
Minnesota
$438K -$6.03K -41 -1%
FA
840
Fiduciary Alliance
South Carolina
$434K -$19.4K -132 -4%
ADL
841
Asset Dedication LLC
California
$434K – – –
ASW
842
Astoria Strategic Wealth
Texas
$433K – – –
AWA
843
Arkadios Wealth Advisors
Georgia
$429K +$59.9K +407 +16%
RFN
844
RDA Financial Network
Iowa
$422K +$7.5K +51 +2%
ICG
845
InterOcean Capital Group
Tennessee
$419K +$589 +4 +0.1%
KAM
846
Kraft Asset Management
Tennessee
$418K +$418K +2,843 New
EWM
847
EPG Wealth Management
Georgia
$418K -$22.9K -147 -5%
PCS
848
Personal CFO Solutions
New Jersey
$418K +$418K +2,842 New
GG
849
Greenwood Gearhart
Arkansas
$415K – – –
Focus Partners Wealth
850
Focus Partners Wealth
Massachusetts
$413K +$413K +2,808 New
32 33
34
35 36