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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 %
HAS
926
HBW Advisory Services
California
$293K -$460K -3,127 -61%
AWM
927
Aprio Wealth Management
Georgia
$291K +$8.53K +58 +3%
WPP
928
Whalerock Point Partners
Rhode Island
$291K – – –
FA
929
Fermata Advisors
California
$289K +$289K +1,965 New
LEFP
930
Leading Edge Financial Planning
Tennessee
$289K -$429K -2,916 -60%
CBFP
931
Cedar Brook Financial Partners
Ohio
$288K +$2.96K +20 +1%
KA
932
Klingman & Associates
New York
$288K – – –
LA
933
Latitude Advisors
Florida
$285K -$19.4K -132 -6%
TLFA
934
True Link Financial Advisors
California
$284K -$7.5K -51 -3%
KWA
935
Kingswood Wealth Advisors
California
$284K +$284K +1,930 New
CFA
936
CWS Financial Advisors
Michigan
$283K +$8.83K +60 +3%
EWA
937
Elevate Wealth Advisory
Georgia
$282K +$282K +1,913 New
HTHT
938
Hemenway Trust Hemenway Trust
New Hampshire
$281K – – –
SYBT
939
Stock Yards Bank & Trust
Kentucky
$280K +$14.7K +100 +6%
BIM
940
Bridges Investment Management
Nebraska
$278K -$4.97M -33,810 -95%
AWC
941
Adamsbrown Wealth Consultants
Kansas
$278K +$1.18K +8 +0.4%
QWM
942
Quadcap Wealth Management
Texas
$276K +$276K +1,877 New
AFAS
943
Acorn Financial Advisory Services
Virginia
$276K -$11.9K -81 -4%
MFIM
944
Mesirow Financial Investment Management
Illinois
$276K +$276K +1,875 New
APW
945
Acima Private Wealth
Virginia
$275K -$80.9K -550 -23%
CIR
946
Clear Investment Research
Georgia
$273K -$3.53K -24 -1%
QCM
947
QRG Capital Management
Illinois
$272K +$272K +1,850 New
TA
948
TKG Advisors
Indiana
$270K +$6.77K +46 +3%
IAIM
949
International Assets Investment Management
Florida
$268K +$268K +1,823 New
SC
950
Solstein Capital
California
$266K -$883 -6 -0.3%
36 37
38
39 40