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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 %
VF
1026
VitalStone Financial
Texas
$3K 20 – –
FWM
1027
Focused Wealth Management
New York
$2.5K 19 – –
BBPWM
1028
Blue Bell Private Wealth Management
Pennsylvania
$2.37K 18 – –
EWP
1029
Elevation Wealth Partners
California
$2.24K 17 – –
FP
1030
Financial Perspectives
Minnesota
$2.24K 17 +17 New
SL
1031
Salomon & Ludwin
Virginia
$2.11K 16 +16 New
JHCP
1032
Jackson Hole Capital Partners
Oklahoma
$1.98K 15 – –
MFC
1033
Morris Financial Concepts
South Carolina
$1.45K 11 – –
PP
1034
Pacifica Partners
Canada
$1.45K 11 – –
FRA
1035
Front Row Advisors
California
$1.19K 9 – –
GWANC
1036
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06K 8 – –
CMP
1037
Coston McIsaac & Partners
Maine
$1K 9 – –
CWM
1038
Cranbrook Wealth Management
Michigan
$132 1 +1 New
CTC
1039
Central Trust Company
Missouri
$132 1 +1 New
Macquarie Group
1040
Macquarie Group
Australia
$39 302 +302 New
AWA
1041
Alaska Wealth Advisors
Alaska
– – – –
BCIM
1042
British Columbia Investment Management
British Columbia, Canada
– – -202,183 Closed
AT
1043
American Trust
Kentucky
– – -81,525 Closed
DLIC
1044
Daido Life Insurance Company
Japan
– – -76,677 Closed
SWM
1045
Scissortail Wealth Management
Oklahoma
– – -54,356 Closed
SIA
1046
SkyView Investment Advisors
New Jersey
– – -32,293 Closed
VAS
1047
Vestmark Advisory Solutions
Massachusetts
– – -22,150 Closed
PG
1048
Prostatis Group
Maryland
– – -20,163 Closed
Renaissance Technologies
1049
Renaissance Technologies
New York
– – -19,800 Closed
WA
1050
Win Advisors
Florida
– – -19,800 Closed
40 41
42
43 44