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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
MWM
1
Merriman Wealth Management
Washington
$167M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$270M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$526M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.6M

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 %
FA
376
FDx Advisors
Illinois
$4.02M 30,477 +2,804 +10%
PSCM
377
Per Stirling Capital Management
Texas
$3.96M 30,027 +2,626 +10%
MWM
378
Maripau Wealth Management
Indiana
$3.89M 29,523 -5,055 -15%
VA
379
Vident Advisory
Georgia
$3.89M 29,497 +29,497 New
AC
380
AlphaCore Capital
California
$3.87M 29,264 -2,337 -7%
IA
381
IFP Advisors
Florida
$3.86M 29,280 -1,214 -4%
OCM
382
One Capital Management
California
$3.84M 29,126 +29,126 New
HPM
383
Hoxton Planning & Management
West Virginia
$3.83M 29,027 -10,959 -27%
KWS
384
Keystone Wealth Services
California
$3.8M 28,802 -5,582 -16%
WIC
385
Woodmont Investment Counsel
Tennessee
$3.79M 28,774 -1,670 -5%
QAM
386
Q3 Asset Management
Michigan
$3.75M 28,467 +28,467 New
CCA
387
Column Capital Advisors
Indiana
$3.71M 28,186 +1 +0%
CWM
388
Cabot Wealth Management
Massachusetts
$3.71M 28,174 -16 -0.1%
ONB
389
Old National Bancorp
Indiana
$3.7M 28,077 +919 +3%
SW
390
StrongBox Wealth
Missouri
$3.68M 27,905 +1,263 +5%
MIH
391
Meitav Investment House
Israel
$3.67M 27,794 +20,418 +277%
PIA
392
Panoramic Investment Advisors
Colorado
$3.67M 27,836 +27,836 New
WS
393
Wedbush Securities
California
$3.66M 27,802 -915 -3%
GLA
394
Good Life Advisors
Pennsylvania
$3.66M 27,790 +9,859 +55%
TA
395
Tiedemann Advisors
New York
$3.66M 27,661 – –
BWM
396
BCGM Wealth Management
Indiana
$3.64M 27,650 -14 -0.1%
CFA
397
Cahill Financial Advisors
Minnesota
$3.64M 27,634 +26,055 +1,650%
FSA
398
Financial Services Advisory
Maryland
$3.63M 27,574 +27,574 New
SCM
399
SOL Capital Management
Maryland
$3.61M 27,391 -1,208 -4%
WFAG
400
Worth Financial Advisory Group
North Carolina
$3.59M 27,205 +1,023 +4%
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16
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