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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFG
476
Carr Financial Group
Massachusetts
$2.1M +$82.3K +610 +4%
JIP
477
Jaffetilchin Investment Partners
Florida
$2.08M -$53.5K -406 -3%
PCMC
478
Private Capital Management (Colorado)
Colorado
$2.07M +$122K +923 +6%
FI
479
Financial Insights
Washington
$2.07M -$356K -2,742 -15%
AWMS
480
Advocacy Wealth Management Services
Georgia
$2.07M – – –
RW
481
Regimen Wealth
Georgia
$2.05M -$732K -5,552 -26%
TSWM
482
Tyler-Stone Wealth Management
Ohio
$2.01M -$84.1K -638 -4%
FHA
483
Flagship Harbor Advisors
Massachusetts
$2.01M +$10.7K +81 +0.5%
AC
484
Allstate Corporation
Illinois
$2M +$2M +15,152 New
RFP
485
RCS Financial Planning
Maryland
$1.99M +$66.2K +500 +3%
FPW
486
Flagship Private Wealth
Massachusetts
$1.98M +$257K +1,947 +15%
HH
487
Hilltop Holdings
Texas
$1.97M +$49.2K +373 +3%
WHCI
488
W.H. Cornerstone Investments
Massachusetts
$1.96M -$537K -4,072 -22%
GWP
489
Gateway Wealth Partners
Wisconsin
$1.96M -$287K -2,174 -13%
FA
490
Flagstar Advisors
New York
$1.94M -$13.2K -100 -0.7%
MGWM
491
Marks Group Wealth Management
Minnesota
$1.94M -$17.4K -132 -0.9%
CRI
492
Commonwealth Retirement Investments
Virginia
$1.92M -$280K -2,126 -13%
CWP
493
CFM Wealth Partners
Texas
$1.91M -$44.2K -335 -2%
MIM
494
Macroview Investment Management
Maryland
$1.9M -$24.6K -187 -1%
HIM
495
Hanlon Investment Management
New Jersey
$1.9M -$469K -3,555 -20%
GS
496
GTS Securities
New York
$1.9M +$1.9M +14,444 New
WWP
497
WR Wealth Planners
Missouri
$1.89M -$367K -2,785 -16%
BFA
498
Beacon Financial Advisory
Ohio
$1.88M -$72.6K -551 -4%
QC
499
Quent Capital
New York
$1.88M -$25K -190 -1%
DWM
500
Dakota Wealth Management
Florida
$1.87M -$122K -929 -6%
18 19
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