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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

999 hedge funds and large institutions have $28.3B invested in iShares MSCI USA Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 448 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
999
Holders Change
+88
Holders Change %
+9.66%
% of All Funds
15.76%
Holding in Top 10
180
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+20%
% of All Funds
2.84%
New
134
Increased
448
Reduced
298
Closed
43
Calls
$5.31M
Puts
$3.24M
Net Calls
+$2.07M
Net Calls Change
-$119K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.62B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.65B
3
Cerity Partners
3
Cerity Partners
New York
$343M
4
Ameriprise
4
Ameriprise
Minnesota
$388M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.85B

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$386M
2
EWA
2
EP Wealth Advisors
California
$737K
3
SW
3
SVB Wealth
Massachusetts
$70M
4
AIA
4
Angeles Investment Advisors
California
$0
5
BlackRock
5
BlackRock
New York
$878M
Name Market Value Shares Shares
Change 		Shares
Change %
UWPG
226
Ullmann Wealth Partners Group
Florida
$10.7M 79,576 -6,275 -7%
AR
227
Apeiron RIA
Texas
$10.7M 79,170 -1,968 -2%
CAG
228
Csenge Advisory Group
Florida
$10.6M 78,962 +3,528 +5%
GWAG
229
Garrett Wealth Advisory Group
Texas
$10.6M 78,553 -2,010 -2%
CFO
230
Custos Family Office
Texas
$10.5M 77,972 +957 +1%
OCBCO
231
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.5M 77,865 +11,663 +18%
FAIM
232
Financial Advocates Investment Management
Washington
$10.5M 77,534 -1,430 -2%
IIA
233
IPG Investment Advisors
California
$10.5M 77,533 +13,831 +22%
MFA
234
Mayflower Financial Advisors
Massachusetts
$10.4M 77,335 +4,195 +6%
FFS
235
Founders Financial Securities
Maryland
$10.4M 77,066 +34,595 +81%
SL
236
SWMG LLC
Texas
$10.4M 76,907 +10,001 +15%
DLIC
237
Daido Life Insurance Company
Japan
$10.3M 76,677 -69,137 -47%
CW
238
Cook Wealth
North Carolina
$10.3M 74,000 +4,173 +6%
DE
239
Day & Ennis
Georgia
$10.2M 75,674 +15,101 +25%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$10.2M 75,439 -9,326 -11%
EPA
241
Element Pointe Advisors
Florida
$10.1M 75,005 -1,750 -2%
TWM
242
Tradition Wealth Management
Minnesota
$10.1M 74,860 -2,828 -4%
EFL
243
ERn Financial LLC
Wisconsin
$10.1M 74,647 -1,621 -2%
SWM
244
Spire Wealth Management
Virginia
$10M 74,499 +19,508 +35%
TFA
245
Tobias Financial Advisors
Florida
$10M 74,320 +475 +0.6%
PAWA
246
Palo Alto Wealth Advisors
California
$9.87M 73,218 -737 -1%
LFS
247
Lutz Financial Services
Nebraska
$9.85M 73,035 +2,899 +4%
AG
248
Ascent Group
Virginia
$9.78M 71,017 +1,235 +2%
BHWM
249
Bay Harbor Wealth Management
Maryland
$9.77M 72,468 -278 -0.4%
ERWM
250
Elk River Wealth Management
Colorado
$9.74M 72,199 -1,721 -2%
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