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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 %
SPC
276
Sigma Planning Corp
Michigan
$7.18M 53,210 +11,380 +27%
FRA
277
FFG Retirement Advisors
Colorado
$7.16M 53,098 +53,098 New
FFA
278
Farther Finance Advisors
California
$7.15M 53,012 +9,634 +22%
MBT
279
Montecito Bank & Trust
California
$7.12M 52,809 -930 -2%
WWA
280
WCG Wealth Advisors
Nevada
$7.11M 52,737 +52,737 New
Goldman Sachs
281
Goldman Sachs
New York
$7.05M 52,288 -18,486 -26%
SWA
282
Stratos Wealth Advisors
Ohio
$7M 51,880 +20,459 +65%
AWE
283
Avidian Wealth Enterprises
Texas
$6.99M 51,796 -75,629 -59%
Creative Planning
284
Creative Planning
Kansas
$6.98M 51,773 -31 -0.1%
Brown Advisory
285
Brown Advisory
Maryland
$6.97M 51,686 +2,951 +6%
FWP
286
Firethorn Wealth Partners
Georgia
$6.94M 51,488 +438 +0.9%
AWM
287
Apollon Wealth Management
South Carolina
$6.87M 50,926 +42,217 +485%
MCA
288
Magnolia Capital Advisors
Mississippi
$6.81M 50,527 -2,254 -4%
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$6.77M 50,218 +45,107 +883%
MCC
290
Money Concepts Capital
Florida
$6.75M 50,048 -69,426 -58%
GIA
291
Gladstone Institutional Advisory
Florida
$6.75M 50,024 +2,770 +6%
NW
292
NewEdge Wealth
Pennsylvania
$6.73M 49,897 +8,252 +20%
AIA
293
Arrow Investment Advisors
Maryland
$6.73M 49,890 +49,890 New
CG
294
Cynosure Group
Utah
$6.71M 49,762 +49,762 New
FHA
295
First Horizon Advisors
Tennessee
$6.71M 49,721 -1,788 -3%
MYIA
296
Mount Yale Investment Advisors
Colorado
$6.62M 49,103 +2,636 +6%
CWG
297
Crown Wealth Group
North Carolina
$6.57M 48,750 +13,799 +39%
ASN
298
Advisory Services Network
Georgia
$6.53M 48,418 -138 -0.3%
CFC
299
Client First Capital
California
$6.47M 47,951 -13,618 -22%
SAM
300
Silverhawk Asset Management
Arizona
$6.4M 47,451 +47,451 New
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