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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 %
FFA
201
Farther Finance Advisors
California
$15.9M 108,277 +36,626 +51%
CWS
202
Cypress Wealth Services
California
$15.8M 107,559 +13,112 +14%
FM
203
Family Management
New York
$15.7M 106,916 +5,770 +6%
CCWA
204
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.7M 106,587 -2,775 -3%
PCIG
205
Partners Capital Investment Group
Massachusetts
$15.6M 106,274 +7,477 +8%
SHIM
206
Stone House Investment Management
Pennsylvania
$15.6M 105,887 -5,341 -5%
PWA
207
Physician Wealth Advisors
Utah
$15.4M 101,992 +5,550 +6%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$15.2M 103,911 -6,179 -6%
SCM
209
Stonehearth Capital Management
Massachusetts
$15.1M 102,687 -2,179 -2%
KFSC
210
Keystone Financial Services (Colorado)
Colorado
$15M 102,169 +205 +0.2%
WFA
211
Wade Financial Advisory
California
$15M 102,026 +5,258 +5%
BRWA
212
B. Riley Wealth Advisors
Florida
$15M 101,929 -31,788 -24%
TWM
213
TSA Wealth Management
Texas
$14.9M 101,383 +101,383 New
DA
214
Detalus Advisors
Missouri
$14.9M 101,137 +16,220 +19%
Bank Julius Baer & Co
215
Bank Julius Baer & Co
Switzerland
$14.7M 99,913 +11,322 +13%
TC
216
TownSquare Capital
Utah
$14.7M 99,999 +13,832 +16%
OAP
217
One Advisory Partners
Kansas
$14.6M 99,561 +5,987 +6%
SA
218
Skyline Advisors
Washington
$14.6M 99,211 +99,211 New
KV
219
Kickstand Ventures
New York
$14.4M 97,730 +59,925 +159%
KFS
220
Kelly Financial Services
Massachusetts
$14.4M 97,611 +6,682 +7%
SP
221
Stonebrook Private
Michigan
$14.3M 97,409 +97,409 New
CW
222
Cook Wealth
North Carolina
$14.2M 93,770 +8,955 +11%
SWM
223
Spire Wealth Management
Virginia
$14.1M 93,564 +4,236 +5%
CWMU
224
Caliber Wealth Management (Utah)
Utah
$14.1M 95,550 +764 +0.8%
WA
225
Wealth Alliance
New York
$14M 95,037 +4,957 +6%
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