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 %
VHAM
176
Van Hulzen Asset Management
California
$16M 121,329 -13,143 -10%
CAL
177
Capital Advisors Ltd
Ohio
$15.9M 120,638 +4,836 +4%
I
178
INVST
Indiana
$15.7M 118,998 -22,475 -16%
AT
179
Arden Trust
Delaware
$15.6M 118,098 +107,182 +982%
CFGS
180
Concourse Financial Group Securities
Alabama
$15.5M 117,038 -14,039 -11%
MWP
181
Meridian Wealth Partners
Pennsylvania
$15.5M 117,283 -989 -0.8%
HCP
182
Holt Capital Partners
Texas
$15.2M 114,957 -4,210 -4%
CS
183
Comerica Securities
Michigan
$15.1M 114,108 -25,010 -18%
BFG
184
Buttonwood Financial Group
Missouri
$14.9M 114,006 +20,690 +22%
BCM
185
Brookstone Capital Management
Illinois
$14.8M 111,218 +3,232 +3%
BMCM
186
Bryn Mawr Capital Management
Pennsylvania
$14.8M 112,103 +52,692 +89%
LWM
187
Liberty Wealth Management
California
$14.7M 111,708 -23,493 -17%
WCG
188
Weaver Consulting Group
California
$14.7M 111,519 -128 -0.1%
SHIM
189
Stone House Investment Management
Pennsylvania
$14.7M 111,228 -25,128 -18%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$14.5M 110,090 -17,869 -14%
CCWA
191
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.4M 109,362 -10,010 -8%
OCBCO
192
Oversea-Chinese Banking Corp (OCBC)
Singapore
$14.3M 108,594 +30,729 +39%
TWM
193
Tanglewood Wealth Management
Texas
$14.2M 108,126 -55,820 -34%
PA
194
Prism Advisors
California
$13.9M 105,521 -11,647 -10%
SWP
195
Stratos Wealth Partners
Ohio
$13.9M 105,393 -4,934 -4%
SCM
196
Stonehearth Capital Management
Massachusetts
$13.8M 104,866 -2,333 -2%
OWA
197
One Wealth Advisors
California
$13.7M 103,854 -33,410 -24%
KFSC
198
Keystone Financial Services (Colorado)
Colorado
$13.4M 101,964 -36,373 -26%
TWM
199
Trinity Wealth Management
Pennsylvania
$13.4M 101,350 -4,247 -4%
FM
200
Family Management
New York
$13.3M 101,146 -3,609 -3%
6 7
8
9 10