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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
16.96%
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 %
LW
976
Linscomb Wealth
Texas
$237K 1,612 – –
RZH
977
Relyea Zuckerberg Hanson
Connecticut
$237K 1,611 +1,611 New
IPWA
978
International Private Wealth Advisors
California
$237K 1,610 +1,610 New
CA
979
Cambridge Advisors
Nebraska
$236K 1,607 +10 +0.6%
IWS
980
Integrity Wealth Solutions
Colorado
$235K 1,600 +1,600 New
GTAM
981
Global Trust Asset Management
Florida
$235K 1,600 +535 +50%
OFS
982
OneAscent Financial Services
Alabama
$235K 1,598 +1,598 New
GCP
983
GSA Capital Partners
United Kingdom
$233K 1,585 +1,585 New
OCM
984
Orion Capital Management
California
$231K 1,570 – –
DIM
985
Delta Investment Management
California
$231K 1,568 -28 -2%
SIAS
986
Summit Investment Advisory Services
Minnesota
$230K 1,566 +1,566 New
BW
987
Bison Wealth
Georgia
$230K 1,564 -130 -8%
OPWM
988
Oxinas Partners Wealth Management
Indiana
$230K 1,563 -472 -23%
FRA
989
Frank Rimerman Advisors
California
$228K 1,551 – –
NCM
990
Northside Capital Management
Oregon
$227K 1,542 +6 +0.4%
ACS
991
Archford Capital Strategies
Illinois
$227K 1,540 – –
CWM
992
Calamos Wealth Management
Illinois
$226K 1,534 – –
WMA
993
Wealth Management Associates
New Jersey
$226K 1,534 +1,534 New
HR
994
Howe & Rusling
New York
$224K 1,525 -67 -4%
T
995
Tidemark
California
$222K 1,511 +1,511 New
HBWM
996
Hollow Brook Wealth Management
New York
$221K 1,499 -132 -8%
PP
997
Prosperity Planning
Missouri
$220K 1,496 -63 -4%
WC
998
Whitney & Co
New York
$219K 1,491 +1,491 New
MA
999
MJP Associates
Connecticut
$219K 1,489 +1,489 New
FFA
1000
Florida Financial Advisors
Florida
$219K 1,485 +1,485 New
38 39
40
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