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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 %
AWM
526
Alterna Wealth Management
Texas
$1.55M +$1.04M +7,680 +201%
SPWG
527
Syntegra Private Wealth Group
Missouri
$1.55M +$39K +289 +3%
NCM
528
Northwest Capital Management
Oregon
$1.53M +$1.29M +9,589 +535%
TFM
529
TFC Financial Management
Massachusetts
$1.53M -$131K -975 -8%
SFP
530
Shepherd Financial Partners
Massachusetts
$1.49M +$193K +1,433 +15%
AWA
531
Acorn Wealth Advisors
Michigan
$1.49M -$63.5K -471 -4%
TP
532
Tranquility Partners
Tennessee
$1.49M +$3.37K +25 +0.2%
IA
533
IFG Advisory
Georgia
$1.48M +$970K +7,192 +191%
AT
534
Arden Trust
Delaware
$1.47M – – –
TIM
535
Tortoise Investment Management
New York
$1.47M +$414K +3,072 +39%
SWM
536
Sugarloaf Wealth Management
Georgia
$1.46M – – –
TCM
537
Triumph Capital Management
Colorado
$1.46M -$89K -660 -6%
DWA
538
Delos Wealth Advisors
Texas
$1.43M +$539 +4 +0%
CPC
539
Consolidated Planning Corp
Georgia
$1.41M -$42.1K -312 -3%
AWA
540
Arete Wealth Advisors
Illinois
$1.41M +$37.6K +279 +3%
FEG
541
Financial Enhancement Group
Indiana
$1.39M -$67.7K -491 -5%
TWM
542
Thrive Wealth Management
Pennsylvania
$1.38M -$76.6K -568 -5%
FAM
543
Formidable Asset Management
Ohio
$1.38M +$49.2K +365 +4%
FPGK
544
Financial Partners Group (Kansas)
Kansas
$1.36M -$6.15K -45 -0.5%
V
545
ViaWealth
Kansas
$1.35M -$49.9K -370 -4%
ACM
546
Absolute Capital Management
Pennsylvania
$1.33M +$185K +1,370 +16%
JWBC
547
John W. Brooker & Co
California
$1.32M +$405 +3 +0%
SPI
548
Sutton Place Investors
New York
$1.31M +$60.2K +446 +5%
ATPW
549
Ashton Thomas Private Wealth
Arizona
$1.3M +$319K +2,368 +33%
MWM
550
MBE Wealth Management
Wisconsin
$1.29M -$3.1K -23 -0.2%
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