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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 %
AWA
451
Amplius Wealth Advisors
Pennsylvania
$2.28M -$223K -1,653 -9%
TPWA
452
TRUE Private Wealth Advisors
Oregon
$2.26M +$674K +4,999 +42%
CRI
453
Commonwealth Retirement Investments
Virginia
$2.26M +$31.3K +232 +1%
WA
454
Win Advisors
Florida
$2.23M +$2.23M +19,800 New
FCFC
455
First Citizens Financial Corp
Iowa
$2.22M +$2.22M +16,457 New
Northern Trust
456
Northern Trust
Illinois
$2.21M +$437K +3,241 +25%
MAG
457
Mayfair Advisory Group
Alabama
$2.19M +$7.44K +56 +0.3%
JIP
458
Jaffetilchin Investment Partners
Florida
$2.18M -$648K -4,802 -23%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$2.16M -$51K -378 -2%
AP
460
Agilis Partners
Massachusetts
$2.16M -$206K -1,528 -9%
CFD
461
Creative Financial Designs
Indiana
$2.16M +$852K +6,320 +65%
TSWM
462
Tyler-Stone Wealth Management
Ohio
$2.14M +$2.14M +15,889 New
BPA
463
Beacon Pointe Advisors
California
$2.12M -$4.41M -32,699 -68%
AWMS
464
Advocacy Wealth Management Services
Georgia
$2.11M – – –
RF
465
Rollins Financial
Georgia
$2.1M -$242K -1,797 -10%
D
466
Dentgroup
Louisiana
$2.1M +$289K +2,142 +16%
CFG
467
Cooper Financial Group
California
$2.09M +$130K +965 +7%
BA
468
Bristlecone Advisors
Washington
$2.08M +$109K +805 +6%
VCP
469
Verus Capital Partners
Arizona
$2.06M -$15.2K -113 -0.7%
MFG
470
Magnus Financial Group
New York
$2.05M +$177K +1,314 +9%
FHA
471
Flagship Harbor Advisors
Massachusetts
$2.04M -$185K -1,371 -8%
DWM
472
Dakota Wealth Management
Florida
$2.04M +$200K +1,485 +11%
CFG
473
Carr Financial Group
Massachusetts
$2.02M +$8.23K +61 +0.4%
BFA
474
Beacon Financial Advisory
Ohio
$2M +$61.6K +457 +3%
CWP
475
CFM Wealth Partners
Texas
$2M -$18.3K -136 -0.9%
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