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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WBG
26
Wharton Business Group
Pennsylvania
$178M 1,321,464 -34,709 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$157M 1,164,959 +110,594 +10%
IWC
28
Integrated Wealth Concepts
Massachusetts
$143M 1,062,857 +200,662 +23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$139M 1,028,451 +63,733 +7%
SC
30
Savant Capital
Illinois
$132M 975,325 +83,826 +9%
RJA
31
Raymond James & Associates
Florida
$123M 912,220 +60,018 +7%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$122M 904,838 +29,009 +3%
PI
33
PFS Investments
Georgia
$121M 900,552 +124,641 +16%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$110M 816,777 +11,524 +1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$100M 742,156 +18,551 +3%
SFG
36
SNS Financial Group
Minnesota
$93.8M 695,221 -14,450 -2%
JC
37
JB Capital
Connecticut
$92.4M 685,384 +33,972 +5%
BL
38
Balentine LLC
Georgia
$91.5M 682,212 -21,178 -3%
OIA
39
OneDigital Investment Advisors
Kansas
$91.5M 678,100 +66,961 +11%
HighTower Advisors
40
HighTower Advisors
Illinois
$88.6M 657,745 +42,274 +7%
AWM
41
AE Wealth Management
Kansas
$88.4M 655,323 +231,830 +55%
GFS
42
GYL Financial Synergies
Connecticut
$88.2M 654,092 +367 +0.1%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$86.2M 641,958 +305,283 +91%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$83.9M 622,295 +113,963 +22%
PA
45
Parallel Advisors
California
$82.8M 613,746 +568,853 +1,267%
TF
46
TIAA FSB
Florida
$82.6M 612,472 +111,926 +22%
Franklin Resources
47
Franklin Resources
California
$80M 593,153 +389,895 +192%
EWM
48
Empirical Wealth Management
Washington
$77.1M 571,533 +39,070 +7%
WP
49
WealthSource Partners
California
$72.8M 539,419 -2,620 -0.5%
SMA
50
Sage Mountain Advisors
Georgia
$70.6M 523,505 -6,987 -1%
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