QUAL icon

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.

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
3.04%
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
1
Morgan Stanley
New York
$2.32B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$708M
3
LPL Financial
3
LPL Financial
California
$1.88B
4
Wells Fargo
4
Wells Fargo
California
$572M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$232M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$5.68M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.34B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$407M
4
HI
4
Horizon Investments
North Carolina
$271M
5
SC
5
Savant Capital
Illinois
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
951
Atlas Brown
Kentucky
$266K 1,807 +1,807 New
SIA
952
Schechter Investment Advisors
Michigan
$265K 1,804 – –
CB
953
Cadence Bank
Mississippi
$264K 1,795 -3 -0.2%
CCA
954
Criterion Capital Advisors
Tennessee
$255K 1,736 +1,736 New
CFS
955
Commonwealth Financial Services
West Virginia
$253K 1,720 -10,492 -86%
ESB
956
Essex Savings Bank
Connecticut
$253K 1,719 – –
PWMG
957
Pinnacle Wealth Management Group
Michigan
$252K 1,712 -7 -0.4%
HP
958
Holistic Planning
Texas
$251K 1,705 +1,705 New
SAM
959
Strategy Asset Managers
California
$251K 1,703 -106 -6%
PTCG
960
Pring Turner Capital Group
California
$248K 1,684 +59 +4%
CRC
961
Curi RMB Capital
Illinois
$247K 1,677 +8 +0.5%
MWA
962
Monograph Wealth Advisors
California
$245K 1,664 +1,664 New
RFG
963
REAP Financial Group
Texas
$245K 1,663 +1,663 New
HWA
964
HHM Wealth Advisors
Tennessee
$244K 1,660 -235 -12%
KFC
965
Klingenstein Fields & Co
New York
$244K 1,658 – –
SA
966
Sage Advisors
Colorado
$244K 1,655 +1,655 New
TWM
967
Tolleson Wealth Management
Texas
$243K 1,648 -37 -2%
CIA
968
Cape Investment Advisory
Georgia
$242K 1,648 -3 -0.2%
AL
969
Aspiriant LLC
California
$242K 1,644 – –
PI
970
PFG Investments
New York
$240K 1,629 +25 +2%
FFWA
971
FRG Family Wealth Advisors
Washington
$239K 1,625 +1,625 New
AO
972
Advisor OS
Illinois
$239K 1,624 +1,624 New
SAM
973
Synergy Asset Management
Washington
$238K 1,618 +25 +2%
CWS
974
Confluence Wealth Services
Pennsylvania
$238K 1,617 – –
RL
975
Rogco LP
Oklahoma
$238K 1,616 – –
37 38
39
40 41