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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
16.97%
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 %
MPW
101
MA Private Wealth
California
$40.1M 272,596 +91,571 +51%
AI
102
Atria Investments
North Carolina
$38.9M 264,329 +10,379 +4%
HCA
103
Heck Capital Advisors
Wisconsin
$38.3M 260,532 -7,525 -3%
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$34.7M 235,580 +6,054 +3%
TWM
105
TMD Wealth Management
Arizona
$34.6M 235,361 -1,028 -0.4%
1WM
106
1900 Wealth Management
Texas
$34.5M 234,193 -60,952 -21%
CL
107
Choreo LLC
Illinois
$34.1M 231,770 +69,695 +43%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$33.9M 230,438 +46,141 +25%
Truist Financial
109
Truist Financial
North Carolina
$33.6M 228,559 +17,577 +8%
LWA
110
Lineweaver Wealth Advisors
Ohio
$33.2M 225,629 +22,991 +11%
MRC
111
Millburn Ridgefield Corp
New York
$32.5M 221,106 -17,681 -7%
CCA
112
Catalyst Capital Advisors
New York
$32.5M 221,106 -17,681 -7%
TCM
113
TD Capital Management
Tennessee
$32.5M 220,877 -276 -0.1%
SB
114
Strategic Blueprint
Georgia
$32.5M 220,736 +14,321 +7%
APW
115
Austin Private Wealth
Texas
$32.2M 218,659 +26,171 +14%
CIAS
116
Capital Investment Advisory Services
North Carolina
$31.9M 217,087 -35,496 -14%
SOMRS
117
State of Michigan Retirement System
Michigan
$31.8M 215,950 +20,800 +11%
PO
118
Private Ocean
California
$30.7M 208,742 +13,196 +7%
KCM
119
Kathmere Capital Management
Pennsylvania
$30.3M 205,965 -2,322 -1%
SFS
120
Sowell Financial Services
Arkansas
$29.6M 200,954 +32,984 +20%
SFI
121
SPC Financial Inc
Maryland
$29.5M 200,481 -5,200 -3%
SFS
122
Security Financial Services
Indiana
$29.4M 199,979 +25,731 +15%
LC
123
Landaas & Company
Wisconsin
$29M 197,351 +48,385 +32%
AF
124
Apexium Financial
Texas
$28.3M 192,556 -2,058 -1%
SWA
125
Strategies Wealth Advisors
Michigan
$28.3M 192,191 +2,418 +1%
3 4
5
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