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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 %
RFN
776
RDA Financial Network
Iowa
$371K -$20.4K -155 -5%
BAM
777
BOS Asset Management
Illinois
$369K +$369K +2,799 New
WFC
778
Western Financial Corp
California
$369K -$159K -1,207 -30%
CCA
779
Clearwater Capital Advisors
Illinois
$368K -$168K -1,275 -31%
CIBC Private Wealth Group
780
CIBC Private Wealth Group
Georgia
$356K +$356K +2,704 New
GA
781
Goldstein Advisors
Wisconsin
$355K -$23.6K -179 -6%
SIC
782
Sterling Investment Counsel
New York
$352K -$5.93K -45 -2%
IF
783
Integrity Financial
Wyoming
$352K +$42.6K +323 +14%
DI
784
Disciplined Investments
Oklahoma
$351K +$316K +2,396 +884%
GSWM
785
Greenup Street Wealth Management
Michigan
$351K +$351K +2,660 New
FDCC
786
Foster Dykema Cabot & Co
Massachusetts
$350K – – –
SWP
787
Strategic Wealth Partners
Ohio
$349K – – –
SFP
788
Sterling Financial Planning
New Jersey
$348K -$5.93K -45 -2%
BP
789
BBR Partners
New York
$348K – – –
CIA
790
Capital Investment Advisors
Georgia
$344K +$115K +871 +50%
SAM
791
Secure Asset Management
Michigan
$343K +$343K +2,606 New
BFA
792
Beaumont Financial Advisors
Massachusetts
$341K +$22.8K +173 +7%
LFA
793
LGT Financial Advisors
Texas
$340K +$32.7K +248 +11%
SC
794
Scotia Capital
Ontario, Canada
$338K -$4.88K -37 -1%
PSP
795
Pacific Sage Partners
Washington
$336K – – –
TWP
796
Tempus Wealth Planning
California
$335K +$118K +892 +54%
MCA
797
MSH Capital Advisors
Arizona
$333K -$69.2K -525 -17%
LL
798
LWMG LLC
Minnesota
$333K -$127K -960 -28%
AWA
799
Arkadios Wealth Advisors
Georgia
$331K +$76.8K +583 +30%
EWS
800
Evergreen Wealth Solutions
Pennsylvania
$329K +$9.23K +70 +3%
30 31
32
33 34