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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 %
JSW
276
Journey Strategic Wealth
New Jersey
$8.36M 63,442 +58,409 +1,161%
SRC
277
Shufro Rose & Co
New York
$8.25M 62,632 -44,655 -42%
SA
278
Scarborough Advisors
Maryland
$8.22M 62,406 -19,541 -24%
AR
279
Apeiron RIA
Texas
$7.95M 60,325 -18,845 -24%
MCC
280
Money Concepts Capital
Florida
$7.8M 59,217 +9,169 +18%
RIA
281
Regal Investment Advisors
Michigan
$7.68M 58,267 -11,509 -16%
Creative Planning
282
Creative Planning
Kansas
$7.63M 57,901 +6,128 +12%
SPC
283
Sigma Planning Corp
Michigan
$7.59M 57,592 +4,382 +8%
BEC
284
Blue Edge Capital
Virginia
$7.5M 56,893 +12,266 +27%
WP
285
WealthShield Partners
North Carolina
$7.48M 56,572 -25,914 -31%
SL
286
SWMG LLC
Texas
$7.46M 56,577 -20,330 -26%
FAM
287
Forte Asset Management
New York
$7.41M 56,013 +15,007 +37%
WWA
288
WCG Wealth Advisors
Nevada
$7.38M 55,901 +3,164 +6%
GWSA
289
Global Wealth Strategies & Associates
Colorado
$7.27M 55,186 +53,450 +3,079%
MWA
290
Motive Wealth Advisors
Michigan
$7.23M 54,853 -1,124 -2%
GIA
291
Gladstone Institutional Advisory
Florida
$7.18M 54,461 +4,437 +9%
BHWM
292
Bay Harbor Wealth Management
Maryland
$7.17M 54,222 -18,246 -25%
CWG
293
Crown Wealth Group
North Carolina
$7.08M 53,714 +4,964 +10%
MA
294
Mutual Advisors
Nebraska
$6.97M 52,865 -2,802 -5%
Brown Advisory
295
Brown Advisory
Maryland
$6.96M 52,797 +1,111 +2%
CFO
296
Custos Family Office
Texas
$6.89M 52,289 -25,683 -33%
EE
297
EWG Elevate
California
$6.85M 51,965 -8,036 -13%
MBT
298
Montecito Bank & Trust
California
$6.83M 51,835 -974 -2%
BBWP
299
Beacon Bridge Wealth Partners
Pennsylvania
$6.81M 51,699 +51,699 New
YWM
300
Yoder Wealth Management
California
$6.81M 51,615 -2,328 -4%
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