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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 %
PA
1101
PSI Advisors
Florida
$25.8K 175 – –
S
1102
SignatureFD
Georgia
$24.7K 168 -44 -21%
FA
1103
Faithward Advisors
Pennsylvania
$23.7K 154 – –
BNP Paribas Financial Markets
1104
BNP Paribas Financial Markets
France
$23.7K 161 -76,134 -100%
MHR
1105
Matthew Hamilton Rosenberg
$23.1K 157 -7 -4%
AIC
1106
Archer Investment Corporation
Indiana
$21.8K 148 – –
WWM
1107
Wolff Wiese Magana
California
$21.3K 145 – –
CIM
1108
Contravisory Investment Management
Massachusetts
$21.3K 145 +145 New
AT
1109
Avalon Trust
New Mexico
$20.7K 141 +141 New
IPW
1110
Impact Partnership Wealth
Georgia
$19.3K 131 -523 -80%
KFP
1111
Keener Financial Planning
Texas
$19K 131 +131 New
TRCT
1112
Tower Research Capital (TRC)
New York
$17.7K 120 -707 -85%
DFA
1113
DHJJ Financial Advisors
Illinois
$17.5K 119 +1 +0.8%
NFSG
1114
Newbridge Financial Services Group
Florida
$17.2K 117 +63 +117%
CSB
1115
City State Bank
Iowa
$17K 114 – –
SA
1116
SRH Advisors
Kansas
$16.8K 114 – –
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$15.2K 103 – –
GA
1118
GoalVest Advisory
New York
$14.9K 101 – –
TWD
1119
True Wealth Design
Ohio
$14.1K 96 – –
GJIA
1120
Glass Jacobson Investment Advisors
Maryland
$12.7K 86 -795 -90%
FPF
1121
First Pacific Financial
Washington
$12.5K 85 +85 New
TF
1122
Tompkins Financial
New York
$11.6K 79 +79 New
PFM
1123
Phillips Financial Management
Indiana
$11.4K 77 +77 New
FCAS
1124
First Command Advisory Services
Texas
$11.3K 77 +77 New
DF
1125
Dunhill Financial
United Kingdom
$11.1K 76 +76 New
43 44
45
46 47