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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 %
PAMS
376
Pictet Asset Management (Switzerland)
Switzerland
$3.57M +$1.66M +12,320 +87%
DWT
377
Dorsey & Whitney Trust
South Dakota
$3.53M +$108K +800 +3%
WFAG
378
Worth Financial Advisory Group
North Carolina
$3.53M -$150K -1,115 -4%
DI
379
DFPG Investments
Utah
$3.43M +$3.2M +23,026 +1,350%
IFWM
380
Institute for Wealth Management
Colorado
$3.41M -$165K -1,220 -5%
MCM
381
Mattern Capital Management
Colorado
$3.4M +$16.6K +123 +0.5%
JFG
382
Jefferies Financial Group
New York
$3.39M +$83.1K +616 +3%
PI
383
PineBridge Investments
New York
$3.39M -$666K -4,938 -16%
ICP
384
Interchange Capital Partners
Pennsylvania
$3.38M +$656K +4,861 +24%
APA
385
Astoria Portfolio Advisors
New York
$3.34M +$1.17M +8,517 +54%
MAG
386
MRA Advisory Group
New Jersey
$3.31M -$1.24M -9,221 -27%
DWA
387
Dorsey Wright & Associates
California
$3.31M +$3.31M +24,553 New
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$3.31M -$264K -1,957 -7%
RJT
389
Raymond James Trust
Florida
$3.31M -$207K -1,532 -6%
GP
390
Geneva Partners
Wisconsin
$3.26M +$932K +6,908 +40%
FCM
391
Fortis Capital Management
Washington
$3.24M +$37K +274 +1%
WIA
392
World Investment Advisors
California
$3.2M +$69.2K +513 +2%
GT
393
Greenleaf Trust
Michigan
$3.19M -$10.8K -80 -0.3%
MWM
394
MorganRosel Wealth Management
Colorado
$3.18M +$672K +4,983 +27%
BWM
395
Bulltick Wealth Management
Florida
$3.13M +$1.96M +14,563 +169%
AssetMark Inc
396
AssetMark Inc
California
$3.07M +$962K +7,136 +46%
TCA
397
Transcend Capital Advisors
New Jersey
$3.05M +$35.6K +264 +1%
EFG
398
Ethos Financial Group
Pennsylvania
$3.04M – – –
FFP
399
FourThought Financial Partners
Florida
$3.01M -$788K -5,846 -21%
AFG
400
Atomi Financial Group
New York
$3.01M +$2.03M +15,055 +208%
14 15
16
17 18