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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 %
MWM
551
Mattern Wealth Management
Kansas
$1.26M -$101K -751 -7%
LA
552
LexAurum Advisors
Kansas
$1.26M +$132K +976 +12%
NRC
553
New Republic Capital
North Carolina
$1.25M +$58.5K +434 +5%
TC
554
Telemus Capital
Michigan
$1.24M +$150K +1,114 +14%
UWM
555
USAdvisors Wealth Management
Minnesota
$1.23M -$25.2K -187 -2%
SC
556
Soundwatch Capital
Connecticut
$1.23M +$899K +13,279 +274%
ECM
557
Evergreen Capital Management
Washington
$1.22M – – –
RPGK
558
Retirement Planning Group (Kansas)
Kansas
$1.22M -$265K -1,967 -18%
Belvedere Trading
559
Belvedere Trading
Illinois
$1.22M +$1.22M +9,037 New
CWA
560
Clearview Wealth Advisors
Oregon
$1.22M +$761K +5,644 +168%
LNB
561
Ledyard National Bank
$1.21M -$1.23M -9,114 -50%
MHB
562
Midwest Heritage Bank
Iowa
$1.2M -$11.7K -87 -1%
JWM
563
Jackson Wealth Management
Florida
$1.18M +$1.18M +8,717 New
QPWM
564
Quadrant Private Wealth Management
Pennsylvania
$1.15M +$220K +1,632 +24%
WFM
565
Wolff Financial Management
Michigan
$1.15M -$273K -2,021 -19%
CAM
566
Cozad Asset Management
Illinois
$1.14M – – –
ACA
567
Ackerman Capital Advisors
Texas
$1.14M -$28.7K -213 -2%
WDG
568
Wealth Dimensions Group
Ohio
$1.11M -$16.2K -120 -1%
VIA
569
Vident Investment Advisory
Georgia
$1.11M +$154K +1,143 +16%
EWA
570
EverSource Wealth Advisors
Alabama
$1.1M +$10.1K +75 +0.9%
MAM
571
Madison Asset Management
Wisconsin
$1.1M – – –
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$1.1M – – –
ATC
573
Argent Trust Co
Tennessee
$1.1M – – –
EA
574
Ergawealth Advisors
Illinois
$1.08M +$1.89K +14 +0.2%
RMAM
575
Raab & Moskowitz Asset Management
New Jersey
$1.08M +$23.5K +174 +2%
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