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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 %
TWP
1026
TFO Wealth Partners
Ohio
$175K 1,188 +1,188 New
M
1027
MOTCO
Texas
$174K 1,180 – –
RIM
1028
Rockbridge Investment Management
New York
$172K 1,169 +1,169 New
PGAM
1029
Princeton Global Asset Management
New Jersey
$172K 1,166 – –
FDCP
1030
Foster Dykema Cabot & Partners
Massachusetts
$171K 1,163 +1,163 New
CAM
1031
Creekmur Asset Management
Illinois
$161K 1,091 +1,091 New
ACA
1032
American Capital Advisory
Idaho
$154K 1,045 +1,045 New
AIC
1033
Ayalon Insurance Company
Israel
$149K 1,015 – –
WPWM
1034
Western Pacific Wealth Management
Illinois
$147K 1,000 – –
MIA
1035
Milestone Investment Advisors
Wisconsin
$147K 1,000 +1,000 New
AT
1036
Arlington Trust
Alabama
$142K 965 -2,359 -71%
SSB
1037
Sandy Spring Bank
Maryland
$139K 947 -107 -10%
BCV
1038
Banque Cantonale Vaudoise
Switzerland
$133K 900 +900 New
Bessemer Group
1039
Bessemer Group
New Jersey
$132K 898 -405 -31%
GI
1040
GAMMA Investing
California
$131K 872 +872 New
AFS
1041
Annapolis Financial Services
Maryland
$129K 874 – –
RG
1042
Retirement Group
California
$126K 858 +3 +0.4%
CB
1043
CNB Bank
Pennsylvania
$124K 843 -44 -5%
MPWT
1044
MassMutual Private Wealth & Trust
Connecticut
$119K 808 – –
AIM
1045
Acropolis Investment Management
Missouri
$118K 800 – –
PWMG
1046
Prestige Wealth Management Group
New Jersey
$117K 794 -130 -14%
ST
1047
Smithfield Trust
Pennsylvania
$113K 777 – –
SWM
1048
Sanctuary Wealth Management
Idaho
$103K 701 +701 New
VCM
1049
Versant Capital Management
Arizona
$101K 688 +688 New
AAG
1050
Armstrong Advisory Group
Massachusetts
$98.9K 672 -455 -40%
40 41
42
43 44