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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 %
SWA
126
Sax Wealth Advisors
New Jersey
$28.1M 191,246 +24,374 +15%
IDA
127
Intelligence Driven Advisers
California
$28.1M 186,616 -145,655 -44%
SCM
128
Sollinda Capital Management
Florida
$27.2M 185,067 +185,067 New
FG
129
Foster Group
Iowa
$27.1M 205,681 – –
IWA
130
Icon Wealth Advisors
Texas
$26.6M 180,513 +180,513 New
GT
131
Glenmede Trust
Pennsylvania
$26.5M 180,239 +24,285 +16%
AC
132
Apella Capital
Connecticut
$26.3M 181,743 -13,114 -7%
CIAS
133
CFS Investment Advisory Services
New Jersey
$26.2M 178,291 -6,317 -3%
AAS
134
Avantax Advisory Services
Texas
$26.2M 177,937 +23,966 +16%
BFPW
135
BOK Financial Private Wealth
Colorado
$25.7M 174,851 -2,329 -1%
HTC
136
Haverford Trust Company
Pennsylvania
$25.5M 173,203 +78,560 +83%
CG
137
CFO4Life Group
Texas
$25.4M 172,550 +2,901 +2%
PCA
138
Prosperity Capital Advisors
Ohio
$25.3M 171,912 +25,830 +18%
HCM
139
Hengehold Capital Management
Ohio
$25.3M 171,746 -5,202 -3%
HGWM
140
Horst & Graben Wealth Management
Oregon
$25.1M 170,903 -1,268 -0.7%
AllianceBernstein
141
AllianceBernstein
Tennessee
$25.1M 170,677 +14,046 +9%
AAS
142
Ameritas Advisory Services
Nebraska
$25M 169,711 -3,204 -2%
BWM
143
Baystate Wealth Management
Massachusetts
$24.9M 169,324 +1,997 +1%
GBWM
144
Granite Bay Wealth Management
New Hampshire
$24.6M 177,148 +22,506 +15%
TWG
145
The Wealth Group
Minnesota
$24.2M 156,790 +156,790 New
MFG
146
Merit Financial Group
Georgia
$24.1M 164,047 +5,474 +3%
TWM
147
Tanglewood Wealth Management
Texas
$24M 163,183 +55,057 +51%
AWAG
148
ARS Wealth Advisors Group
Florida
$23.9M 162,167 +14,964 +10%
HSG
149
Helen Stephens Group
Texas
$23.7M 161,366 +9,722 +6%
CW
150
CreativeOne Wealth
Kansas
$23.4M 159,332 -1,975 -1%
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