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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 %
SIC
676
Salem Investment Counselors
North Carolina
$569K +$112K +834 +25%
SWP
677
Semus Wealth Partners
Florida
$564K +$96.2K +713 +21%
QCM
678
Quantinno Capital Management
New York
$561K +$561K +4,161 New
AIM
679
Anchor Investment Management
South Carolina
$560K -$2.7K -20 -0.5%
WSWA
680
Warren Street Wealth Advisors
California
$559K -$6.2K -46 -1%
LSPW
681
Lake Street Private Wealth
Illinois
$558K -$24K -178 -4%
WLIM
682
White Lighthouse Investment Management
Massachusetts
$557K +$6.74K +50 +1%
First Manhattan
683
First Manhattan
New York
$553K -$45.9K -340 -8%
CCA
684
Clearwater Capital Advisors
Illinois
$549K -$28.7K -213 -5%
SPWM
685
Schrum Private Wealth Management
Florida
$547K +$405 +3 +0.1%
IRC
686
Investors Research Corp
Georgia
$541K +$12.9K +96 +2%
WFC
687
Western Financial Corp
California
$540K -$7.96K -59 -1%
VC
688
Veracity Capital
Georgia
$539K -$83.7K -621 -13%
LFG
689
Larson Financial Group
Missouri
$533K +$1.08K +8 +0.2%
VA
690
Valmark Advisers
Ohio
$530K +$18.3K +136 +4%
ICG
691
InterOcean Capital Group
Tennessee
$529K +$145K +1,078 +38%
SWM
692
Selective Wealth Management
Virginia
$522K +$522K +3,906 New
GIM
693
Goelzer Investment Management
Indiana
$521K -$21.6K -160 -4%
BTW
694
Boston Trust Walden
Massachusetts
$518K – – –
NCM
695
NCM Capital Management
New Jersey
$518K – – –
OFG
696
Oxford Financial Group
Indiana
$516K +$27.1K +201 +6%
MWM
697
Mission Wealth Management
California
$509K +$57.1K +423 +13%
PCM
698
Parsons Capital Management
Rhode Island
$507K +$27K +200 +6%
YWS
699
Yarger Wealth Strategies
Ohio
$504K -$7.15K -53 -1%
Members Trust
700
Members Trust
Florida
$502K +$502K +3,721 New
26 27
28
29 30