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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 %
MFC
1151
Morris Financial Concepts
South Carolina
$1.62K 11 – –
CFB
1152
Cullen/Frost Bankers
Texas
$1.47K 10 -268 -96%
SRCM
1153
Signature Resources Capital Management
California
$1.47K 10 +10 New
FRA
1154
Front Row Advisors
California
$1.33K 9 – –
GWANC
1155
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.18K 8 – –
CMP
1156
Coston McIsaac & Partners
Maine
$1K 9 – –
RMC
1157
Resources Management Corp
Connecticut
$1K 9 +9 New
CWM
1158
Cranbrook Wealth Management
Michigan
$148 1 – –
SI
1159
Saxon Interests
Texas
– – -94,786 Closed
RL
1160
Retireful LLC
Michigan
– – -50,819 Closed
MFS
1161
Madrona Financial Services
Washington
– – -49,026 Closed
CCMG
1162
Clark Capital Management Group
Pennsylvania
– – -36,396 Closed
HF
1163
HRT Financial
New York
– – -34,360 Closed
Marshall Wace
1164
Marshall Wace
United Kingdom
– – -30,900 Closed
QAM
1165
Q3 Asset Management
Michigan
– – -28,467 Closed
HH
1166
Hilltop Holdings
Texas
– – -14,934 Closed
GS
1167
GTS Securities
New York
– – -14,444 Closed
SWM
1168
Sugarloaf Wealth Management
Georgia
– – -10,830 Closed
WMR
1169
Wealth Management Resources
Rhode Island
– – -6,219 Closed
BCM
1170
Barometer Capital Management
Ontario, Canada
– – -5,900 Closed
SAS
1171
Stelac Advisory Services
New York
– – -5,599 Closed
SCP
1172
Syntal Capital Partners
Texas
– – -3,594 Closed
EL
1173
Essex LLC
Illinois
– – -2,937 Closed
GSWM
1174
Greenup Street Wealth Management
Michigan
– – -2,660 Closed
SWP
1175
Strategic Wealth Partners
Ohio
– – -2,646 Closed
45 46
47
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