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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 %
GHA
251
GW Henssler & Associates
Georgia
$9.71M 72,029 +2,442 +4%
RIA
252
Regal Investment Advisors
Michigan
$9.41M 69,776 +1,182 +2%
SAG
253
SageView Advisory Group
California
$9.26M 68,683 -5,216 -7%
WMS
254
Wealth Management Solutions
Pennsylvania
$9.19M 68,106 -31,593 -32%
EL
255
EQ LLC
Washington
$9.17M 67,957 +1,829 +3%
ECA
256
Elevated Capital Advisors
Utah
$9.08M 67,335 +67,335 New
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$9.04M 67,327 +43,330 +181%
WFA
258
Wells Financial Advisors
Massachusetts
$9.03M 66,947 +55,565 +488%
PWA
259
Pillar Wealth Advisors
Pennsylvania
$9M 66,720 -1,832 -3%
LCC
260
Lincoln Capital Corp
Rhode Island
$9M 66,718 -1,840 -3%
HIP
261
HUB Investment Partners
Texas
$8.99M 66,628 +5,058 +8%
SPIA
262
Strategic Point Investment Advisors
Rhode Island
$8.64M 64,072 -440 -0.7%
ELI
263
Empire Life Investments
Ontario, Canada
$8.11M 60,147 +8,500 +16%
EE
264
EWG Elevate
California
$8.09M 60,001 +5,160 +9%
BMCM
265
Bryn Mawr Capital Management
Pennsylvania
$8.01M 59,411 +43,971 +285%
OP
266
ORG Partners
Indiana
$7.94M 58,915 +7,449 +14%
SPAS
267
Spectrum Planning & Advisory Services
California
$7.78M 57,741 +5,944 +11%
SWM
268
SigFig Wealth Management
California
$7.76M 58,201 +3,003 +5%
MWA
269
Motive Wealth Advisors
Michigan
$7.55M 55,977 +556 +1%
SWM
270
Scissortail Wealth Management
Oklahoma
$7.55M 54,356 +36,705 +208%
CGFA
271
Colton Groome Financial Advisors
North Carolina
$7.52M 55,741 -6,992 -11%
MA
272
Mutual Advisors
Nebraska
$7.51M 55,667 +2,892 +5%
Lido Advisors
273
Lido Advisors
California
$7.49M 55,539 +5,731 +12%
YWM
274
Yoder Wealth Management
California
$7.28M 53,943 -2,861 -5%
HI
275
Harbour Investments
Wisconsin
$7.25M 53,750 +3,660 +7%
9 10
11
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