QUAL icon

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 %
HSG
151
Helen Stephens Group
Texas
$20M 151,644 +477 +0.3%
IWS
152
Insight Wealth Strategies
California
$19.7M 149,414 -5,579 -4%
LC
153
Landaas & Company
Wisconsin
$19.6M 148,966 +46,412 +45%
AWAG
154
ARS Wealth Advisors Group
Florida
$19.4M 147,203 +10,640 +8%
Mariner
155
Mariner
Kansas
$19.3M 146,281 +289 +0.2%
PCA
156
Prosperity Capital Advisors
Ohio
$19.3M 146,082 -22,061 -13%
Citadel Advisors
157
Citadel Advisors
Florida
$19.2M 145,400 +111,133 +324%
CA
158
Centerpoint Advisors
Massachusetts
$19.1M 144,628 -524 -0.4%
HFA
159
High Falls Advisors
New York
$19M 144,106 -47,552 -25%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$18.9M 143,049 -6,782 -5%
WWG
161
West Wealth Group
California
$18.7M 141,800 -70,864 -33%
CSWG
162
Cardinal Strategic Wealth Guidance
Kentucky
$18.6M 140,859 -20,566 -13%
SW
163
SteelPeak Wealth
California
$17.9M 135,645 -41,857 -24%
GF
164
Gries Financial
Ohio
$17.9M 135,736 +4,384 +3%
MSWMA
165
Market Street Wealth Management Advisors
Indiana
$17.9M 135,532 -33,063 -20%
JAG
166
Journey Advisory Group
Kentucky
$17.7M 134,461 -23,820 -15%
BRWA
167
B. Riley Wealth Advisors
Florida
$17.7M 133,717 -9,694 -7%
FWIA
168
Fort Washington Investment Advisors
Ohio
$17.5M 133,093 +5,873 +5%
MFG
169
Monumental Financial Group
Maryland
$17.5M 133,081 +12,585 +10%
KIM
170
Karpus Investment Management
New York
$16.8M 127,549 +12,260 +11%
WWM
171
WJ Wealth Management
Arizona
$16.7M 126,755 +3,870 +3%
RBA
172
Richard Bernstein Advisors
New York
$16.6M 126,198 -2,736 -2%
NAM
173
Nissay Asset Management
Japan
$16.6M 126,054 – –
CFFP
174
Center for Financial Planning
Michigan
$16.3M 124,023 -4,612 -4%
PFA
175
Pure Financial Advisors
California
$16.1M 122,181 +12,357 +11%
5 6
7
8 9