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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
326
BlackDiamond Wealth Management
New York
$4.91M -$451K -3,238 -8%
IFA
327
Interactive Financial Advisors
Illinois
$4.9M +$4.9M +36,318 New
EL
328
EWA LLC
Pennsylvania
$4.79M +$322K +2,391 +7%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$4.67M +$69.2K +506 +2%
MLA
330
My Legacy Advisors
Oregon
$4.67M +$447K +3,259 +11%
PWMG
331
Provence Wealth Management Group
California
$4.66M +$4.66M +34,585 New
MWM
332
Maripau Wealth Management
Indiana
$4.66M +$4.31M +31,960 +1,221%
FCP
333
Fidelis Capital Partners
Florida
$4.65M +$247K +1,832 +6%
KWS
334
Keystone Wealth Services
California
$4.64M +$4.64M +34,384 New
Citadel Advisors
335
Citadel Advisors
Florida
$4.62M +$2.92M +21,630 +171%
MCM
336
MAI Capital Management
Ohio
$4.59M -$594K -4,403 -11%
TC
337
Tacita Capital
Ontario, Canada
$4.58M +$104K +770 +2%
SQA
338
Simon Quick Advisors
New Jersey
$4.57M +$955K +7,079 +26%
BWA
339
BDO Wealth Advisors
Florida
$4.53M +$285K +2,115 +7%
TFA
340
Tranquilli Financial Advisor
New Jersey
$4.51M +$898K +6,657 +25%
IC
341
Inscription Capital
Texas
$4.48M -$4.88M -36,189 -52%
FCAG
342
First Capital Advisors Group
New Jersey
$4.36M +$1.43M +10,630 +49%
SIA
343
SkyView Investment Advisors
New Jersey
$4.36M +$1.43M +10,630 +49%
MIFH
344
Migdal Insurance & Financial Holdings
Israel
$4.35M +$2.99M +22,176 +220%
WWM
345
Western Wealth Management
Colorado
$4.32M -$89.8K -666 -2%
VIM
346
Vista Investment Management
Pennsylvania
$4.3M -$83.5K -619 -2%
AWS
347
AJ Wealth Strategies
New York
$4.28M -$69.3K -514 -2%
AC
348
Avant Capital
Louisiana
$4.27M +$96.3K +714 +2%
AC
349
AlphaCore Capital
California
$4.26M +$512K +3,794 +14%
LF
350
Lantz Financial
Illinois
$4.2M +$205K +1,521 +5%
12 13
14
15 16