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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 %
BIM
301
Bridges Investment Management
Nebraska
$6.34M 47,032 – –
GRP
302
Global Retirement Partners
California
$6.34M 46,980 +1,750 +4%
NFC
303
Northeast Financial Consultants
Connecticut
$6.21M 46,018 -1,231 -3%
HSBC Holdings
304
HSBC Holdings
United Kingdom
$6.03M 44,704 -2,097 -4%
KDA
305
Kraft Davis & Associates
Missouri
$6.03M 43,779 +43,779 New
BEC
306
Blue Edge Capital
Virginia
$6.02M 44,627 +15,566 +54%
PLU
307
Performa Ltd (US)
South Carolina
$5.94M 44,075 +2,110 +5%
AF
308
Advisornet Financial
Minnesota
$5.82M 43,128 +457 +1%
HC
309
Hoese & Co
Minnesota
$5.69M 42,218 +3,350 +9%
WF
310
Williams Financial
Vermont
$5.69M 42,215 +2,411 +6%
QFA
311
Quattro Financial Advisors
Texas
$5.67M 42,020 +42,020 New
RSWM
312
Robertson Stephens Wealth Management
California
$5.56M 41,226 +219 +0.5%
RHP
313
Royal Harbor Partners
Texas
$5.54M 41,090 +689 +2%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$5.53M 41,023 +38,999 +1,927%
FAM
315
Forte Asset Management
New York
$5.53M 41,006 +390 +1%
T
316
TCWP
Ohio
$5.44M 40,304 +4,455 +12%
B
317
Barings
North Carolina
$5.43M 40,251 – –
HPM
318
Hoxton Planning & Management
West Virginia
$5.39M 39,986 -14,987 -27%
WA
319
WBH Advisory
Maryland
$5.37M 39,805 +5,825 +17%
CWM
320
Centurion Wealth Management
Virginia
$5.37M 39,795 +1,033 +3%
FAM
321
Family Asset Management
South Carolina
$5.35M 39,650 +5,983 +18%
RTL
322
Red Tortoise LLC
Georgia
$5.34M 39,597 +67 +0.2%
PA
323
PFG Advisors
Arizona
$5.14M 38,120 +8,013 +27%
CG
324
Caprock Group
Idaho
$5.13M 38,031 +529 +1%
CCA
325
Cora Capital Advisors
New Jersey
$5.03M 37,304 +9 +0%
11 12
13
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