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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 %
SW
51
SVB Wealth
Massachusetts
$70M 519,176 -396,112 -43%
FIA
52
Foundations Investment Advisors
Arizona
$69.7M 516,985 +324,319 +168%
AWS
53
Atria Wealth Solutions
New York
$66.4M 492,293 +39,742 +9%
NA
54
NewEdge Advisors
Louisiana
$64.7M 479,612 +39,480 +9%
SF
55
Synovus Financial
Georgia
$63.4M 470,186 -6,740 -1%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$63.3M 469,544 -91,609 -16%
DADC
57
D.A. Davidson & Co
Montana
$62.6M 463,838 +10,701 +2%
CAN
58
Cetera Advisor Networks
California
$60.4M 447,716 +9,181 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$60.3M 447,078 -15,210 -3%
UA
60
Unison Advisors
District of Columbia
$59.9M 444,366 -547 -0.1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$59.9M 444,164 -33,140 -7%
CAM
62
Cresset Asset Management
Illinois
$57.7M 427,561 +98,485 +30%
JIC
63
Johnson Investment Counsel
Ohio
$57.4M 425,702 -1,714 -0.4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$56.4M 418,087 +31,641 +8%
BAAM
65
Baker Avenue Asset Management
California
$55.6M 411,964 +43,140 +12%
1WM
66
1900 Wealth Management
Texas
$54.7M 405,893 -31,734 -7%
US Bancorp
67
US Bancorp
Minnesota
$52.7M 391,104 -20,461 -5%
OWP
68
Obermeyer Wealth Partners
Colorado
$52.6M 389,788 +297,429 +322%
SC
69
Schoolcraft Capital
Colorado
$52M 385,798 -12,404 -3%
CHP
70
Cable Hill Partners
Oregon
$49.8M 369,320 +6,049 +2%
IDA
71
Intelligence Driven Advisers
California
$49.7M 372,449 -21,049 -5%
PA
72
Pinnacle Associates
New York
$49.4M 366,319 +15,948 +5%
OWM
73
Orgel Wealth Management
Wisconsin
$49M 363,520 +15,000 +4%
TC
74
Trilogy Capital
California
$47.7M 345,909 -18,081 -5%
CW
75
CreativeOne Wealth
Kansas
$45.7M 338,709 +14,148 +4%
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