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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.94B 26,751,547 +744,380 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.32B 15,741,558 +8,725,763 +124%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.26B 15,328,965 +712,957 +5%
LPL Financial
4
LPL Financial
California
$1.88B 12,793,506 +966,687 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.34B 9,138,826 -1,638,843 -15%
Bank of America
6
Bank of America
North Carolina
$1.04B 7,048,211 +408,785 +6%
BlackRock
7
BlackRock
New York
$781M 5,306,186 -361,057 -6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$708M 4,812,359 +1,558,843 +48%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$639M 4,345,720 -234,572 -5%
UBS Group
10
UBS Group
Switzerland
$629M 4,276,029 +200,655 +5%
Wells Fargo
11
Wells Fargo
California
$572M 3,886,985 +897,256 +30%
KeyBank National Association
12
KeyBank National Association
Ohio
$544M 3,694,445 +162,114 +5%
M&T Bank
13
M&T Bank
New York
$539M 3,665,986 +59,771 +2%
Ameriprise
14
Ameriprise
Minnesota
$528M 3,592,560 +366,388 +11%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$414M 2,816,195 +258,104 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$407M 2,763,296 -1,229,975 -31%
BTI
17
Blue Trust Inc
Georgia
$371M 2,814,727 -136,122 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$358M 2,431,265 -221,572 -8%
Cerity Partners
19
Cerity Partners
New York
$350M 2,380,111 +49,521 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$334M 2,268,401 +303,136 +15%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$314M 2,136,003 +88,753 +4%
FWI
22
Facet Wealth Inc
Maryland
$305M 1,977,073 +150,125 +8%
PAS
23
Park Avenue Securities
New York
$287M 1,949,746 +94,544 +5%
HI
24
Horizon Investments
North Carolina
$271M 1,841,218 -699,197 -28%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$232M 1,575,490 +875,947 +125%
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