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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 %
BWM
301
Brown Wealth Management
Illinois
$6.81M 51,649 +51,649 New
CG
302
Cynosure Group
Utah
$6.73M 51,075 +1,313 +3%
RL
303
Retireful LLC
Michigan
$6.7M 50,819 +50,819 New
CFC
304
Client First Capital
California
$6.55M 49,676 +1,725 +4%
NW
305
NewEdge Wealth
Pennsylvania
$6.51M 49,401 -496 -1%
MCA
306
Magnolia Capital Advisors
Mississippi
$6.51M 50,346 -181 -0.4%
AIA
307
Alternative Investment Advisors
Florida
$6.5M 49,331 +49,331 New
SWA
308
Stratos Wealth Advisors
Ohio
$6.49M 49,272 -2,608 -5%
MFS
309
Madrona Financial Services
Washington
$6.46M 49,026 +34,708 +242%
JFG
310
Jefferies Financial Group
New York
$6.44M 48,873 +23,732 +94%
HI
311
Harbour Investments
Wisconsin
$6.41M 48,620 -5,130 -10%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$6.07M 46,068 +5,045 +12%
AIA
313
Arrow Investment Advisors
Maryland
$5.96M 45,206 -4,684 -9%
KDA
314
Kraft Davis & Associates
Missouri
$5.83M 44,743 +964 +2%
NFC
315
Northeast Financial Consultants
Connecticut
$5.81M 44,086 -1,932 -4%
HC
316
Hoese & Co
Minnesota
$5.77M 43,811 +1,593 +4%
HSBC Holdings
317
HSBC Holdings
United Kingdom
$5.75M 43,605 -1,099 -2%
MFA
318
Mayflower Financial Advisors
Massachusetts
$5.74M 43,560 -33,775 -44%
ASN
319
Advisory Services Network
Georgia
$5.69M 43,190 -5,228 -11%
PLU
320
Performa Ltd (US)
South Carolina
$5.69M 43,143 -932 -2%
GRP
321
Global Retirement Partners
California
$5.68M 43,215 -3,765 -8%
CGFA
322
Colton Groome Financial Advisors
North Carolina
$5.66M 42,921 -12,820 -23%
EL
323
EWA LLC
Pennsylvania
$5.6M 40,705 +5,154 +14%
SWM
324
SigFig Wealth Management
California
$5.58M 42,320 -15,881 -27%
PCA
325
Pallas Capital Advisors
Massachusetts
$5.41M 41,868 +11,800 +39%
11 12
13
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