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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 %
EW
1051
Element Wealth
Mississippi
$91.9K 625 +11 +2%
AAP
1052
Arax Advisory Partners
Colorado
$89.4K 608 +179 +42%
ICM
1053
Islay Capital Management
Texas
$88.3K 600 -200 -25%
USB
1054
Union Savings Bank
Connecticut
$85.8K 583 – –
CT
1055
Colonial Trust
South Carolina
$83.9K 570 -95 -14%
GIA
1056
Goodwin Investment Advisory
Georgia
$83.4K 567 -486 -46%
JFA
1057
JNBA Financial Advisors
Minnesota
$82.8K 563 +69 +14%
CWP
1058
Concord Wealth Partners
Virginia
$82.7K 562 – –
AWM
1059
Avior Wealth Management
Nebraska
$81.2K 552 +3 +0.5%
PB
1060
Pinnacle Bancorp
Nebraska
$81.1K 551 +271 +97%
CFS
1061
CGC Financial Services
Oregon
$76.8K 522 – –
HGA
1062
Hobbs Group Advisors
South Carolina
$75.9K 516 +516 New
IWP
1063
IAG Wealth Partners
Wisconsin
$75.8K 515 – –
SN
1064
Sittner & Nelson
Oregon
$75.2K 511 – –
TCWA
1065
Turtle Creek Wealth Advisors
Texas
$71.5K 486 +486 New
FPFS
1066
First Personal Financial Services
North Carolina
$71.4K 485 – –
AWM
1067
AllSquare Wealth Management
New York
$70.6K 480 – –
WIM
1068
Westside Investment Management
California
$70K 476 – –
CFO
1069
CVA Family Office
Colorado
$68.6K 466 +466 New
BCMLT
1070
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.4K 504 -685 -58%
CHC
1071
City Holding Co
West Virginia
$66.2K 450 – –
LC
1072
Lindbrook Capital
California
$62.4K 424 – –
CHA
1073
Carmichael Hill & Associates
Maryland
$61.2K 416 – –
TAM
1074
Tucker Asset Management
Colorado
$60.3K 410 – –
CP
1075
Castleview Partners
Texas
$58.2K 395 -157 -28%
41 42
43
44 45