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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
15.75%
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
PNC Financial Services Group
Pennsylvania
$1.62B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.65B
3
Cerity Partners
Cerity Partners
New York
$343M
4
Ameriprise
Ameriprise
Minnesota
$388M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$386M
2
EWA
EP Wealth Advisors
California
$737K
3
SW
SVB Wealth
Massachusetts
$70M
4
AIA
Angeles Investment Advisors
California
$0
5
BlackRock
BlackRock
New York
$878M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
426
Millington Financial Advisors
Illinois
$2.54M +$51.2K +380 +2%
Russell Investments Group
427
Russell Investments Group
United Kingdom
$2.54M +$2.54M +18,824 New
BTWM
428
Baker Tilly Wealth Management
Wisconsin
$2.53M +$118K +877 +5%
FI
429
Financial Insights
Washington
$2.52M -$855K -6,336 -25%
TFO
430
Tarbox Family Office
California
$2.51M -$4.86K -36 -0.2%
RVPG
431
Relative Value Partners Group
$2.5M -$94K -697 -4%
HCM
432
Highview Capital Management
Illinois
$2.49M +$2.49M +18,441 New
JPG
433
Jordan Park Group
California
$2.48M -$554K -4,106 -18%
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$2.48M +$65.7K +486 +3%
JEST
435
JTC Employer Solutions Trustee
Jersey
$2.45M – – –
CAL
436
Capital Analysts LLC
Pennsylvania
$2.44M +$159K +1,177 +7%
PGF
437
Plan Group Financial
Oklahoma
$2.44M +$2.44M +17,707 New
HIM
438
Hanlon Investment Management
New Jersey
$2.43M +$912K +6,760 +60%
WF
439
Warner Financial
Maryland
$2.42M +$35.9K +266 +2%
AA
440
Advisory Alpha
Michigan
$2.42M +$2.42M +17,933 New
GLA
441
Good Life Advisors
Pennsylvania
$2.42M +$2.42M +17,931 New
PFS
442
Prospera Financial Services
Texas
$2.4M +$1.98M +14,647 +460%
CWM
443
Certus Wealth Management
California
$2.38M +$2.38M +17,652 New
MSA
444
Marino Stram & Associates
Massachusetts
$2.36M +$198K +1,466 +9%
BFA
445
BMS Financial Advisors
South Dakota
$2.32M -$2.12M -15,716 -48%
RCM
446
Raleigh Capital Management
North Carolina
$2.31M -$19K -141 -0.8%
WWP
447
WR Wealth Planners
Missouri
$2.31M +$16.9K +125 +0.7%
GWP
448
Gateway Wealth Partners
Wisconsin
$2.3M -$67.4K -500 -3%
CAM
449
Concorde Asset Management
Michigan
$2.29M +$119K +881 +5%
GWM
450
Geneos Wealth Management
Colorado
$2.28M +$79K +586 +4%
16 17
18
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