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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 %
ACM
151
Armbruster Capital Management
New York
$23.4M 158,863 -3,419 -2%
GF
152
Gries Financial
Ohio
$23M 156,425 +20,689 +15%
SWP
153
Summit Wealth Partners
Florida
$23M 156,200 -1,342 -0.9%
OCBCO
154
Oversea-Chinese Banking Corp (OCBC)
Singapore
$22.8M 154,795 +46,201 +43%
BCI
155
Brinker Capital Investments
Pennsylvania
$22.7M 154,626 -5,022 -3%
OPS
156
Orion Portfolio Solutions
Nebraska
$22.7M 154,626 -5,022 -3%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$22.6M 153,295 +10,246 +7%
PFA
158
Pettinga Financial Advisors
Indiana
$22M 149,825 -5,635 -4%
AT
159
American Trust
Kentucky
$22M 149,376 +149,376 New
CSWG
160
Cardinal Strategic Wealth Guidance
Kentucky
$22M 149,197 +8,338 +6%
HFA
161
High Falls Advisors
New York
$21.9M 148,964 +4,858 +3%
MC
162
McMorgan & Co
California
$21.9M 148,756 +148,756 New
RW
163
RVW Wealth
California
$21.7M 147,339 -6,930 -4%
CA
164
Centerpoint Advisors
Massachusetts
$21.3M 144,729 +101 +0.1%
Mariner
165
Mariner
Kansas
$21.3M 144,434 -1,847 -1%
MFG
166
Monumental Financial Group
Maryland
$20.6M 139,866 +6,785 +5%
WWG
167
West Wealth Group
California
$20.5M 139,028 -2,772 -2%
FWIA
168
Fort Washington Investment Advisors
Ohio
$20.3M 138,217 +5,124 +4%
WWM
169
WJ Wealth Management
Arizona
$20.2M 137,184 +10,429 +8%
JAG
170
Journey Advisory Group
Kentucky
$20.1M 136,934 +2,473 +2%
AF
171
Allworth Financial
California
$20.1M 136,337 -20,007 -13%
SW
172
SteelPeak Wealth
California
$19.9M 135,342 -303 -0.2%
CAL
173
Capital Advisors Ltd
Ohio
$19.4M 131,851 +11,213 +9%
IWS
174
Insight Wealth Strategies
California
$19.3M 131,362 -18,052 -12%
CFGS
175
Concourse Financial Group Securities
Alabama
$19.3M 130,865 +13,827 +12%
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