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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 %
PCA
351
Pallas Capital Advisors
Massachusetts
$4.15M +$4.15M +30,068 New
IA
352
IFP Advisors
Florida
$4.11M +$109K +807 +3%
WIC
353
Woodmont Investment Counsel
Tennessee
$4.11M -$115K -854 -3%
NL
354
NWAM LLC
Washington
$4.06M -$1.43M -10,620 -26%
LWM
355
Lionsbridge Wealth Management
Florida
$4.04M +$4.04M +29,965 New
CC
356
Copperleaf Capital
North Carolina
$4.01M +$4.01M +29,736 New
SWP
357
ShoreHaven Wealth Partners
New Jersey
$4M +$76.3K +566 +2%
TF
358
Theory Financial
Colorado
$3.93M +$42.3K +314 +1%
WS
359
Wedbush Securities
California
$3.87M +$12.1K +90 +0.3%
TWA
360
TCI Wealth Advisors
Arizona
$3.86M -$72.3K -536 -2%
SCM
361
SOL Capital Management
Maryland
$3.86M +$201K +1,492 +6%
SS
362
Simplicity Solutions
Minnesota
$3.82M +$3M +22,220 +365%
VWM
363
Venturi Wealth Management
Texas
$3.81M -$71.9K -533 -2%
CWM
364
Cabot Wealth Management
Massachusetts
$3.8M +$26.2K +194 +0.7%
CCA
365
Column Capital Advisors
Indiana
$3.8M – – –
CA
366
CoreCap Advisors
Michigan
$3.78M +$3.78M +28,032 New
FA
367
FDx Advisors
Illinois
$3.73M -$4.55M -33,719 -55%
BWM
368
BCGM Wealth Management
Indiana
$3.73M +$1.01M +7,482 +37%
TA
369
Tiedemann Advisors
New York
$3.73M -$811K -6,010 -18%
PSCM
370
Per Stirling Capital Management
Texas
$3.7M +$3.7M +27,401 New
ONB
371
Old National Bancorp
Indiana
$3.66M +$41K +304 +1%
AC
372
Annandale Capital
Texas
$3.61M +$78.5K +582 +2%
SW
373
StrongBox Wealth
Missouri
$3.59M +$57.7K +428 +2%
AWP
374
Ascent Wealth Partners
New York
$3.59M +$222K +1,648 +7%
AP
375
Adero Partners
California
$3.58M -$1.4M -10,381 -28%
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