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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 %
SMA
51
Sage Mountain Advisors
Georgia
$72.3M 548,838 +25,333 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$71.6M 543,349 +125,262 +30%
JC
53
JB Capital
Connecticut
$70.6M 535,551 -149,833 -22%
OWP
54
Obermeyer Wealth Partners
Colorado
$69.6M 528,077 +138,289 +35%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$67.2M 509,670 +40,126 +9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.6M 505,726 +505,726 New
FIA
57
Foundations Investment Advisors
Arizona
$64.3M 487,586 -29,399 -6%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$64M 485,976 +41,812 +9%
US Bancorp
59
US Bancorp
Minnesota
$63.4M 480,752 +89,648 +23%
DADC
60
D.A. Davidson & Co
Montana
$61.7M 467,844 +4,006 +0.9%
NA
61
NewEdge Advisors
Louisiana
$60.7M 460,579 -19,033 -4%
PCIA
62
Prime Capital Investment Advisors
Kansas
$59.8M 453,837 +126,040 +38%
RCG
63
Resource Consulting Group
Florida
$58.9M 446,677 +366,692 +458%
GI
64
Gradient Investments
Minnesota
$58.6M 444,399 +117,431 +36%
CAN
65
Cetera Advisor Networks
California
$58M 440,465 -7,251 -2%
JIC
66
Johnson Investment Counsel
Ohio
$57.3M 434,562 +8,860 +2%
CAM
67
Cresset Asset Management
Illinois
$56.9M 430,350 +2,789 +0.7%
UA
68
Unison Advisors
District of Columbia
$56.6M 428,409 -15,957 -4%
AWS
69
Atria Wealth Solutions
New York
$56.6M 428,248 -64,045 -13%
BAAM
70
Baker Avenue Asset Management
California
$56.4M 428,322 +16,358 +4%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$55.7M 422,785 -24,293 -5%
SW
72
SVB Wealth
Massachusetts
$55.3M 419,401 -99,775 -19%
SF
73
Synovus Financial
Georgia
$53.6M 406,814 -63,372 -13%
BWL
74
Bogart Wealth LLC
Virginia
$51.3M 388,878 +118,169 +44%
CHP
75
Cable Hill Partners
Oregon
$50.7M 384,845 +15,525 +4%
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