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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.

Holders
1,157
Holders Change
+118
Holders Change %
+11.36%
% of All Funds
16.97%
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 %
SF
76
Synovus Financial
Georgia
$60M 407,629 +815 +0.2%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$59M 401,147 -21,638 -5%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$58.4M 396,800 +52,200 +15%
CHP
79
Cable Hill Partners
Oregon
$58.4M 397,694 +12,849 +3%
SC
80
Schoolcraft Capital
Colorado
$56M 380,601 +916 +0.2%
PA
81
Pinnacle Associates
New York
$55.2M 375,104 +6,231 +2%
HFS
82
Howard Financial Services
Texas
$54.6M 370,835 +34,948 +10%
B
83
Barings
North Carolina
$54.2M 368,064 +327,813 +814%
FA
84
Financial Advisors
Massachusetts
$50.4M 342,472 +215 +0.1%
UB
85
UMB Bank
Missouri
$50.4M 342,335 +33,247 +11%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$47.5M 323,108 +13,259 +4%
EH
87
Equitable Holdings
New York
$46.6M 316,889 +16,063 +5%
Prudential Financial
88
Prudential Financial
New Jersey
$46.6M 316,567 +1,630 +0.5%
FFA
89
Fragasso Financial Advisors
Pennsylvania
$46.5M 315,705 +9,383 +3%
PAG
90
Private Advisor Group
New Jersey
$46.3M 314,463 +56,064 +22%
CA
91
Cetera Advisors
Colorado
$46.2M 314,111 +73,939 +31%
BWM
92
Baron Wealth Management
Michigan
$45.1M 306,830 +3,502 +1%
MCCA
93
Mill Creek Capital Advisors
Pennsylvania
$44.3M 300,930 +80,216 +36%
SW
94
SVB Wealth
Massachusetts
$44M 299,209 -120,192 -29%
TC
95
Trilogy Capital
California
$43.9M 298,614 -25,351 -8%
SHJ
96
Sharkey, Howes & Javer
Colorado
$43M 292,094 +36,247 +14%
SPIA
97
Steward Partners Investment Advisory
New York
$42.6M 289,407 -36,059 -11%
WDL
98
Well Done LLC
Michigan
$41.4M 281,337 -6,979 -2%
VU
99
Valence8 US
Massachusetts
$40.9M 277,864 +277,864 New
SP
100
Symmetry Partners
Connecticut
$40.9M 277,697 +15,508 +6%
2 3
4
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