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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 %
MGWM
476
Marks Group Wealth Management
Minnesota
$2M -$1.75K -13 -0.1%
PCMC
477
Private Capital Management (Colorado)
Colorado
$2M -$133K -987 -6%
FA
478
Flagstar Advisors
New York
$1.99M -$30.9K -229 -2%
IGWM
479
ICA Group Wealth Management
Colorado
$1.98M +$656K +4,865 +50%
MIM
480
Macroview Investment Management
Maryland
$1.97M +$25.9K +192 +1%
RFP
481
RCS Financial Planning
Maryland
$1.96M +$340K +2,522 +21%
HH
482
Hilltop Holdings
Texas
$1.96M +$1.96M +14,561 New
RF
483
RHS Financial
California
$1.95M +$673K +4,987 +53%
QC
484
Quent Capital
New York
$1.95M +$89.6K +664 +5%
USCWA
485
U.S. Capital Wealth Advisors
Texas
$1.94M +$1.5M +11,110 +336%
MFS
486
Madrona Financial Services
Washington
$1.93M +$1.93M +14,318 New
AFP
487
Ausdal Financial Partners
Iowa
$1.92M -$251K -1,860 -12%
SFG
488
Sovereign Financial Group
Connecticut
$1.91M +$28.6K +212 +2%
SMG
489
Smart Money Group
Texas
$1.88M -$15.5K -115 -0.8%
PIA
490
Perennial Investment Advisors
California
$1.88M -$347K -2,574 -16%
CM
491
Columbus Macro
Pennsylvania
$1.87M -$904K -6,641 -33%
BHPW
492
Beverly Hills Private Wealth
California
$1.86M +$634K +4,636 +52%
AWM
493
Aspire Wealth Management
Massachusetts
$1.85M +$49.9K +370 +3%
TC
494
Trust Company
Kansas
$1.84M +$526K +3,904 +40%
LNC
495
Lincoln National Corp
Pennsylvania
$1.83M +$300K +2,221 +20%
KP
496
Keel Point
Alabama
$1.83M +$421K +3,123 +30%
WCG
497
Wall Capital Group
Arizona
$1.81M -$311K -2,289 -15%
EWA
498
Exencial Wealth Advisors
Oklahoma
$1.8M -$144K -1,070 -7%
WC
499
Waterloo Capital
Texas
$1.79M +$1.55M +11,498 +652%
CA
500
Claro Advisors
Massachusetts
$1.77M +$978K +7,249 +124%
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