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 %
MA
1001
MBA Advisors
Pennsylvania
$218K 1,479 -69 -4%
CDH
1002
Charles D. Hyman
$213K 1,445 +1,445 New
WIM
1003
WealthPlan Investment Management
Nebraska
$213K 1,447 +1,447 New
OWA
1004
Opal Wealth Advisors
New York
$213K 1,445 +1,445 New
PAM
1005
Palisade Asset Management
Minnesota
$211K 1,432 +1,432 New
CFG
1006
Citizens Financial Group
Rhode Island
$210K 1,426 +1,426 New
CAM
1007
Crestone Asset Management
Colorado
$208K 1,417 -542 -28%
AWM
1008
Able Wealth Management
New Jersey
$208K 1,413 +1,413 New
GP
1009
Girard Partners
Pennsylvania
$207K 1,403 +1,403 New
CTA
1010
Colonial Trust Advisors
South Carolina
$206K 1,400 -10 -0.7%
CPCM
1011
Cardinal Point Capital Management
Ontario, Canada
$206K 1,397 +1,397 New
AAMA
1012
Advanced Asset Management Advisors
Ohio
$206K 1,397 +1,397 New
OPCM
1013
Osborne Partners Capital Management
California
$205K 1,393 +1,393 New
BWP
1014
Baldwin Wealth Partners
Massachusetts
$205K 1,392 – –
UAG
1015
United Advisor Group
Ohio
$202K 1,373 +1,373 New
HPC
1016
HM Payson & Co
Maine
$202K 1,372 -1 -0.1%
PBF
1017
Petix & Botte Financial
California
$200K 1,361 +1,361 New
IF
1018
Integrity Financial
Wyoming
$194K 1,320 -1,348 -51%
SFC
1019
SYM Financial Corp
Indiana
$186K 1,261 -34 -3%
GC
1020
Garde Capital
Washington
$181K 1,230 +1,230 New
PS
1021
Planned Solutions
California
$180K 1,224 +1,224 New
EWM
1022
Evermay Wealth Management
Virginia
$180K 1,223 – –
ZB
1023
Zions Bancorporation
Utah
$180K 1,221 – –
Kayne Anderson Rudnick Investment Management
1024
Kayne Anderson Rudnick Investment Management
California
$177K 1,204 +560 +87%
BSB
1025
Bangor Savings Bank
Maine
$177K 1,202 -142 -11%
39 40
41
42 43