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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 %
VHAM
176
Van Hulzen Asset Management
California
$19.3M 130,879 +9,550 +8%
BMCM
177
Bryn Mawr Capital Management
Pennsylvania
$18.8M 128,054 +15,951 +14%
AWP
178
Ascent Wealth Partners
New York
$18.6M 126,362 +101,287 +404%
EL
179
EWA LLC
Pennsylvania
$18.5M 120,056 +79,351 +195%
OPAM
180
Ocean Park Asset Management
California
$18.5M 125,681 +61,695 +96%
AWMS
181
Advocacy Wealth Management Services
Georgia
$18.2M 123,989 +108,316 +691%
LWM
182
Liberty Wealth Management
California
$18.2M 123,522 +11,814 +11%
HCP
183
Holt Capital Partners
Texas
$18M 122,312 +7,355 +6%
SWC
184
Spectrum Wealth Counsel
Indiana
$17.9M 121,877 +121,877 New
OWA
185
One Wealth Advisors
California
$17.8M 120,795 +16,941 +16%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$17.7M 120,251 +89,740 +294%
SWP
187
Stratos Wealth Partners
Ohio
$17.6M 119,719 +14,326 +14%
CFFP
188
Center for Financial Planning
Michigan
$17.6M 119,456 -4,567 -4%
BCM
189
Brookstone Capital Management
Illinois
$17.3M 117,711 +6,493 +6%
MWP
190
Meridian Wealth Partners
Pennsylvania
$17.2M 117,193 -90 -0.1%
BFG
191
Buttonwood Financial Group
Missouri
$17M 115,674 +1,668 +1%
KIM
192
Karpus Investment Management
New York
$16.9M 114,652 -12,897 -10%
RBA
193
Richard Bernstein Advisors
New York
$16.9M 114,581 -11,617 -9%
TWM
194
Tradition Wealth Management
Minnesota
$16.6M 113,029 +22,884 +25%
WCG
195
Weaver Consulting Group
California
$16.5M 112,318 +799 +0.7%
AAS
196
Annex Advisory Services
Wisconsin
$16.4M 111,591 +21,130 +23%
PWM
197
Perigon Wealth Management
California
$16.4M 111,497 +12,613 +13%
AT
198
Arden Trust
Delaware
$16.4M 111,198 -6,900 -6%
KWM
199
Keebeck Wealth Management
Illinois
$16.2M 110,207 +16,390 +17%
PFA
200
Pure Financial Advisors
California
$16.2M 110,273 -11,908 -10%
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