QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,039 hedge funds and large institutions have $27B invested in iShares MSCI USA Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 334 increasing their positions, 448 reducing their positions, and 55 closing their positions.

Holders
1,039
Holders Change
+40
Holders Change %
+4%
% of All Funds
16.57%
Holding in Top 10
185
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.78%
% of All Funds
2.95%
New
110
Increased
334
Reduced
448
Closed
55
Calls
$3.72M
Puts
$3.18M
Net Calls
+$538K
Net Calls Change
-$1.53M

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$337M
2
MWM
2
Merriman Wealth Management
Washington
$167M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.93B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$270M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$526M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.43B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.42B
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$604M
4
LPL Financial
4
LPL Financial
California
$1.56B
5
BlackRock
5
BlackRock
New York
$747M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$11.7M 88,591 +38,373 +76%
SF
227
Symphony Financial
Texas
$11.6M 88,483 +1,013 +1%
SXL
228
Summit X LLC
Missouri
$11.4M 86,453 -21,078 -20%
TC
229
TownSquare Capital
Utah
$11.4M 86,167 +79,771 +1,247%
FFN
230
Focus Financial Network
Minnesota
$11.3M 85,475 -13,115 -13%
1832 Asset Management
231
1832 Asset Management
Ontario, Canada
$11.3M 85,750 -3,110 -3%
FFS
232
Founders Financial Securities
Maryland
$11.3M 85,601 +8,535 +11%
DA
233
Detalus Advisors
Missouri
$11.2M 84,917 -19,936 -19%
RHP
234
Royal Harbor Partners
Texas
$11.1M 84,533 +43,443 +106%
SI
235
Stephens Inc
Arkansas
$11.1M 84,082 +4,280 +5%
AG
236
Ascent Group
Virginia
$10.9M 80,668 +9,651 +14%
CW
237
Cook Wealth
North Carolina
$10.9M 84,815 +10,815 +15%
AWA
238
ARQ Wealth Advisors
Arizona
$10.8M 82,100 -10,015 -11%
PA
239
PFG Advisors
Arizona
$10.8M 81,736 +43,616 +114%
EPA
240
Element Pointe Advisors
Florida
$10.6M 80,582 +5,577 +7%
RA
241
RFG Advisory
Alabama
$10.6M 80,333 -25,225 -24%
Fidelity International
242
Fidelity International
Bermuda
$10.6M 80,178 +80,178 New
T
243
TNF
Montana
$10.5M 79,062 -18,843 -19%
GWAG
244
Garrett Wealth Advisory Group
Texas
$10.3M 77,810 -743 -0.9%
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$10.1M 76,295 +56,460 +285%
CAG
246
Csenge Advisory Group
Florida
$9.96M 75,569 -3,393 -4%
AC
247
Avestar Capital
New York
$9.96M 75,250 +73,356 +3,873%
IIA
248
IPG Investment Advisors
California
$9.91M 75,164 -2,369 -3%
DE
249
Day & Ennis
Georgia
$9.88M 75,003 -671 -0.9%
PAWA
250
Palo Alto Wealth Advisors
California
$9.85M 74,483 +1,265 +2%
8 9
10
11 12