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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 %
MMA
76
Miracle Mile Advisors
California
$50.6M 384,098 +183,902 +92%
SC
77
Schoolcraft Capital
Colorado
$50M 379,685 -6,113 -2%
OWM
78
Orgel Wealth Management
Wisconsin
$49.5M 375,878 +12,358 +3%
PA
79
Pinnacle Associates
New York
$48.6M 368,873 +2,554 +0.7%
Goldman Sachs
80
Goldman Sachs
New York
$46.4M 351,909 +299,621 +573%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$45.4M 344,600 +246,200 +250%
FA
82
Financial Advisors
Massachusetts
$45.1M 342,257 +5,071 +2%
HFS
83
Howard Financial Services
Texas
$44.3M 335,887 +1,247 +0.4%
IDA
84
Intelligence Driven Advisers
California
$43.7M 332,271 -40,178 -11%
SPIA
85
Steward Partners Investment Advisory
New York
$42.9M 325,466 -9,101 -3%
TC
86
Trilogy Capital
California
$42.7M 323,965 -21,944 -6%
Prudential Financial
87
Prudential Financial
New Jersey
$41.5M 314,937 -17,140 -5%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$40.8M 309,849 +219,478 +243%
UB
89
UMB Bank
Missouri
$40.7M 309,088 +24,898 +9%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$40.4M 306,322 +84,681 +38%
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$40M 303,512 +29,502 +11%
BWM
92
Baron Wealth Management
Michigan
$40M 303,328 +10,913 +4%
EH
93
Equitable Holdings
New York
$39.6M 300,826 +14,066 +5%
1WM
94
1900 Wealth Management
Texas
$38.9M 295,145 -110,748 -27%
WDL
95
Well Done LLC
Michigan
$38M 288,316 -14,420 -5%
WSFS
96
Wilmington Savings Fund Society
Delaware
$36.2M 274,498 +14,242 +5%
HCA
97
Heck Capital Advisors
Wisconsin
$35.3M 268,057 +3,845 +1%
SP
98
Symmetry Partners
Connecticut
$34.6M 262,189 +5,149 +2%
PAG
99
Private Advisor Group
New Jersey
$34.1M 258,399 +44,775 +21%
SHJ
100
Sharkey, Howes & Javer
Colorado
$33.7M 255,847 -29,515 -10%
2 3
4
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