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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 %
SAM
1176
Secure Asset Management
Michigan
– – -2,606 Closed
PSP
1177
Pacific Sage Partners
Washington
– – -2,552 Closed
MCA
1178
MSH Capital Advisors
Arizona
– – -2,527 Closed
CWM
1179
Congress Wealth Management
Massachusetts
– – -2,468 Closed
FTUS
1180
Flow Traders U.S.
New York
– – -2,449 Closed
MIM
1181
Marco Investment Management
Georgia
– – -2,191 Closed
BMCM
1182
Burns Matteson Capital Management
New York
– – -1,993 Closed
HSA
1183
HBK Sorce Advisory
Pennsylvania
– – -1,883 Closed
BCMO
1184
Buckingham Capital Management (Ohio)
Ohio
– – -1,874 Closed
NHFG
1185
New Harbor Financial Group
Massachusetts
– – -1,850 Closed
CW
1186
Channel Wealth
California
– – -1,792 Closed
SFC
1187
Strategic Financial Concepts
Texas
– – -1,766 Closed
Koshinski Asset Management
1188
Koshinski Asset Management
Illinois
– – -1,729 Closed
AWA
1189
Authentikos Wealth Advisory
California
– – -1,720 Closed
AC
1190
AWM Capital
Arizona
– – -1,523 Closed
HWP
1191
Hibernia Wealth Partners
Louisiana
– – -1,056 Closed
MPCG
1192
Matrix Private Capital Group
New York
– – -1,049 Closed
SFSG
1193
Sound Financial Strategies Group
Mississippi
– – -701 Closed
SSWM
1194
Sheets Smith Wealth Management
North Carolina
– – -435 Closed
Deutsche Bank
1195
Deutsche Bank
Germany
– – -401 Closed
BA
1196
Ballast Advisors
Minnesota
– – -329 Closed
CT
1197
Clearstead Trust
Maine
– – -245 Closed
VAG
1198
VisionPoint Advisory Group
Texas
– – -192 Closed
FFA
1199
Founders Financial Alliance
North Carolina
– – -189 Closed
MA
1200
MCF Advisors
Kentucky
– – -180 Closed
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