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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 %
MPW
126
MA Private Wealth
California
$23.9M 181,025 +94,788 +110%
BFPW
127
BOK Financial Private Wealth
Colorado
$23.4M 177,180 -791 -0.4%
HCM
128
Hengehold Capital Management
Ohio
$23.3M 176,948 -1,382 -0.8%
SFS
129
Security Financial Services
Indiana
$23M 174,248 -27,664 -14%
AAS
130
Ameritas Advisory Services
Nebraska
$22.8M 172,915 +171,223 +10,120%
HGWM
131
Horst & Graben Wealth Management
Oregon
$22.7M 172,171 -36,231 -17%
CG
132
CFO4Life Group
Texas
$22.4M 169,649 +704 +0.4%
SFS
133
Sowell Financial Services
Arkansas
$22.2M 167,970 +31,070 +23%
BWM
134
Baystate Wealth Management
Massachusetts
$22.1M 167,327 -424 -0.3%
SWA
135
Sax Wealth Advisors
New Jersey
$22M 166,872 +11,254 +7%
CL
136
Choreo LLC
Illinois
$21.4M 162,075 +40,644 +33%
ACM
137
Armbruster Capital Management
New York
$21.4M 162,282 +2,440 +2%
IWP
138
Icon Wealth Partners
Texas
$21.3M 161,946 -51,891 -24%
CW
139
CreativeOne Wealth
Kansas
$21.3M 161,307 -177,402 -52%
GBWM
140
Granite Bay Wealth Management
New Hampshire
$21.2M 154,642 +154,642 New
BCI
141
Brinker Capital Investments
Pennsylvania
$21M 159,648 -64,603 -29%
OPS
142
Orion Portfolio Solutions
Nebraska
$21M 159,648 -64,603 -29%
MFG
143
Merit Financial Group
Georgia
$20.9M 158,573 -25,870 -14%
SWP
144
Summit Wealth Partners
Florida
$20.8M 157,542 -992 -0.6%
AllianceBernstein
145
AllianceBernstein
Tennessee
$20.6M 156,631 +151,741 +3,103%
AF
146
Allworth Financial
California
$20.6M 156,344 -50,365 -24%
GT
147
Glenmede Trust
Pennsylvania
$20.6M 155,954 +23,930 +18%
PFA
148
Pettinga Financial Advisors
Indiana
$20.5M 155,460 -34,646 -18%
RW
149
RVW Wealth
California
$20.3M 154,269 -12,240 -7%
AAS
150
Avantax Advisory Services
Texas
$20.3M 153,971 -15,457 -9%
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