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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 %
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$9.72M 73,754 -1,685 -2%
ERWM
252
Elk River Wealth Management
Colorado
$9.65M 72,948 +749 +1%
TF
253
Trek Financial
Arizona
$9.6M 72,837 -25,993 -26%
GHA
254
GW Henssler & Associates
Georgia
$9.52M 72,264 +235 +0.3%
UWPG
255
Ullmann Wealth Partners Group
Florida
$9.51M 72,191 -7,385 -9%
LFS
256
Lutz Financial Services
Nebraska
$9.5M 72,072 -963 -1%
SCA
257
Snowden Capital Advisors
New York
$9.48M 71,916 -8,116 -10%
FFA
258
Farther Finance Advisors
California
$9.44M 71,651 +18,639 +35%
EFL
259
ERn Financial LLC
Wisconsin
$9.24M 70,081 -4,566 -6%
WFA
260
Wells Financial Advisors
Massachusetts
$9.18M 69,659 +2,712 +4%
HIP
261
HUB Investment Partners
Texas
$9.1M 69,062 +2,434 +4%
Lido Advisors
262
Lido Advisors
California
$9.05M 68,644 +13,105 +24%
SAG
263
SageView Advisory Group
California
$8.95M 67,929 -754 -1%
IFA
264
Interactive Financial Advisors
Illinois
$8.93M 67,736 +31,418 +87%
Legacy Financial Group (Iowa)
265
Legacy Financial Group (Iowa)
Iowa
$8.92M 67,709 -13,135 -16%
ECA
266
Elevated Capital Advisors
Utah
$8.73M 66,238 -1,097 -2%
WMS
267
Wealth Management Solutions
Pennsylvania
$8.62M 65,421 -2,685 -4%
SPIA
268
Strategic Point Investment Advisors
Rhode Island
$8.56M 64,954 +882 +1%
PWA
269
Pillar Wealth Advisors
Pennsylvania
$8.56M 64,946 -1,774 -3%
FAIM
270
Financial Advocates Investment Management
Washington
$8.54M 66,154 -11,380 -15%
LCC
271
Lincoln Capital Corp
Rhode Island
$8.54M 64,766 -1,952 -3%
EL
272
EQ LLC
Washington
$8.44M 64,013 -3,944 -6%
OPAM
273
Ocean Park Asset Management
California
$8.43M 63,986 +63,986 New
EC
274
EdgeRock Capital
Colorado
$8.41M 63,577 +63,577 New
Comerica Bank
275
Comerica Bank
Texas
$8.38M 63,554 +63,554 New
9 10
11
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