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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 %
QFA
326
Quattro Financial Advisors
Texas
$5.38M 40,804 -1,216 -3%
AWM
327
Apollon Wealth Management
South Carolina
$5.37M 40,729 -10,197 -20%
FWP
328
Firethorn Wealth Partners
Georgia
$5.36M 40,703 -10,785 -21%
WQ
329
Wealth Quarterback
New Jersey
$5.36M 40,696 +34,634 +571%
WA
330
WBH Advisory
Maryland
$5.32M 40,343 +538 +1%
B
331
Barings
North Carolina
$5.3M 40,251 – –
RSWM
332
Robertson Stephens Wealth Management
California
$5.3M 40,065 -1,161 -3%
FAM
333
Family Asset Management
South Carolina
$5.28M 40,048 +398 +1%
FHA
334
First Horizon Advisors
Tennessee
$5.23M 39,674 -10,047 -20%
RTL
335
Red Tortoise LLC
Georgia
$5.22M 39,597 – –
BS
336
Banco Santander
Spain
$5.16M 39,120 +39,120 New
MYIA
337
Mount Yale Investment Advisors
Colorado
$5.12M 38,859 -10,244 -21%
CG
338
Caprock Group
Idaho
$5.03M 38,031 – –
SPAS
339
Spectrum Planning & Advisory Services
California
$5.01M 38,052 -19,689 -34%
CA
340
Clearstead Advisors
Ohio
$4.99M 37,894 +19,057 +101%
KV
341
Kickstand Ventures
New York
$4.98M 37,805 +37,805 New
ELI
342
Empire Life Investments
Ontario, Canada
$4.95M 37,547 -22,600 -38%
AFG
343
Atomi Financial Group
New York
$4.91M 37,291 +14,989 +67%
CCA
344
Cora Capital Advisors
New Jersey
$4.86M 36,870 -434 -1%
TFA
345
Tranquilli Financial Advisor
New Jersey
$4.84M 36,690 +3,218 +10%
CCMG
346
Clark Capital Management Group
Pennsylvania
$4.8M 36,396 +36,396 New
GA
347
GSG Advisors
New Jersey
$4.79M 36,312 +36,312 New
MCM
348
MAI Capital Management
Ohio
$4.78M 36,262 +2,248 +7%
BIM
349
Bridges Investment Management
Nebraska
$4.71M 35,701 -11,331 -24%
TC
350
Tacita Capital
Ontario, Canada
$4.57M 34,700 +730 +2%
12 13
14
15 16