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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 %
BFG
576
Beacon Financial Group
Texas
$1.18M +$1.18M +8,460 New
LA
577
LexAurum Advisors
Kansas
$1.15M -$81.6K -619 -7%
OSAM
578
O'Shaughnessy Asset Management
Connecticut
$1.15M +$259K +1,962 +29%
ATC
579
Argent Trust Co
Tennessee
$1.14M +$67.6K +513 +6%
CWA
580
Clearview Wealth Advisors
Oregon
$1.14M -$51K -387 -4%
FFP
581
FourThought Financial Partners
Florida
$1.13M -$1.81M -13,728 -61%
SS
582
Simplicity Solutions
Minnesota
$1.12M -$2.61M -19,775 -70%
EWA
583
EP Wealth Advisors
California
$1.12M +$982K +7,448 +717%
LIA
584
LifePlan Investment Advisors
North Carolina
$1.12M +$271K +2,054 +32%
NRC
585
New Republic Capital
North Carolina
$1.11M -$114K -862 -9%
Principal Financial Group
586
Principal Financial Group
Iowa
$1.11M +$117K +887 +12%
D
587
Diversified
Delaware
$1.1M +$120K +914 +12%
MWM
588
MBE Wealth Management
Wisconsin
$1.1M -$164K -1,244 -13%
Citigroup
589
Citigroup
New York
$1.1M +$332K +2,522 +43%
EA
590
Ergawealth Advisors
Illinois
$1.09M +$33.3K +253 +3%
MAM
591
Madison Asset Management
Wisconsin
$1.08M – – –
CAM
592
Cozad Asset Management
Illinois
$1.07M -$43.1K -327 -4%
ACA
593
Ackerman Capital Advisors
Texas
$1.07M -$39.8K -302 -4%
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$1.07M -$2.9K -22 -0.3%
WDG
595
Wealth Dimensions Group
Ohio
$1.07M -$20K -152 -2%
GSC
596
G&S Capital
Colorado
$1.06M +$8.57K +65 +0.8%
SWM
597
Silverlake Wealth Management
Vermont
$1.05M +$21.2K +161 +2%
AWM
598
Axxcess Wealth Management
California
$1.05M +$1.05M +7,935 New
RMAM
599
Raab & Moskowitz Asset Management
New Jersey
$1.04M -$19.5K -148 -2%
GEA
600
Glen Eagle Advisors
New Jersey
$995K +$316K +2,399 +47%
22 23
24
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