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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 %
CP
951
Castleview Partners
Texas
$72.8K 552 +103 +23%
AWM
952
Avior Wealth Management
Nebraska
$72.4K 549 +198 +56%
CFS
953
CGC Financial Services
Oregon
$68.8K 522 -88 -14%
IWP
954
IAG Wealth Partners
Wisconsin
$67.9K 515 – –
SN
955
Sittner & Nelson
Oregon
$67.3K 511 – –
JWA
956
JFS Wealth Advisors
Pennsylvania
$67.1K 509 -290 -36%
JFA
957
JNBA Financial Advisors
Minnesota
$65.1K 494 – –
FPFS
958
First Personal Financial Services
North Carolina
$63.9K 485 – –
AWM
959
AllSquare Wealth Management
New York
$63.3K 480 +55 +13%
TFGT
960
TS Financial Group (TSFG)
Illinois
$63K 479 – –
WIM
961
Westside Investment Management
California
$62.7K 476 +200 +72%
CHC
962
City Holding Co
West Virginia
$59.3K 450 -98 -18%
SSWM
963
Sheets Smith Wealth Management
North Carolina
$57.3K 435 +435 New
AAP
964
Arax Advisory Partners
Colorado
$56.5K 429 -22 -5%
LC
965
Lindbrook Capital
California
$55.9K 424 – –
CHA
966
Carmichael Hill & Associates
Maryland
$54.8K 416 – –
TAM
967
Tucker Asset Management
Colorado
$54K 410 -417 -50%
Deutsche Bank
968
Deutsche Bank
Germany
$52.8K 401 -5,000 -93%
BA
969
Ballast Advisors
Minnesota
$43.4K 329 +329 New
HWP
970
Highline Wealth Partners
California
$43K 326 +326 New
DJSG
971
D.J. St. Germain
Massachusetts
$41.5K 315 -15 -5%
SIS
972
Sound Income Strategies
Florida
$40.7K 309 -600 -66%
HBW
973
Hazlett, Burt & Watson
West Virginia
$40K 306 +306 New
KC
974
Kenfarb & Co
Kentucky
$38.1K 289 – –
AWM
975
Activest Wealth Management
Florida
$37.6K 285 +285 New
37 38
39
40 41