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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 %
ACM
726
Advisors Capital Management
New Jersey
$437K +$60.4K +448 +16%
RCAG
727
Rehmann Capital Advisory Group
Michigan
$436K -$2.43K -18 -0.6%
Qube Research & Technologies (QRT)
728
Qube Research & Technologies (QRT)
United Kingdom
$434K +$360K +5,105 +483%
CA
729
Crewe Advisors
Utah
$433K -$165K -1,225 -28%
CCG
730
Cloverfields Capital Group
Minnesota
$432K +$81.3K +603 +23%
NIC
731
Northwest Investment Counselors
Oregon
$430K – – –
LIA
732
LS Investment Advisors
Michigan
$428K – – –
BCA
733
Bay Colony Advisors
Massachusetts
$426K +$9.17K +68 +2%
DTC
734
Davidson Trust Company
Washington
$421K -$15.6K -116 -4%
MHS
735
M Holdings Securities
Oregon
$421K -$11M -81,579 -96%
LWM
736
Laidlaw Wealth Management
New York
$417K – – –
FA
737
Fiduciary Alliance
South Carolina
$416K +$416K +3,084 New
GA
738
Geller Advisors
New York
$415K +$415K +3,074 New
BMWM
739
Brown Miller Wealth Management
Virginia
$413K +$413K +3,060 New
MCA
740
MSH Capital Advisors
Arizona
$412K -$405 -3 -0.1%
JCM
741
Jacobi Capital Management
Pennsylvania
$412K +$34.5K +256 +9%
ACI
742
Alpha Cubed Investments
California
$410K +$8.23K +61 +2%
BBP
743
Banco BTG Pactual
Brazil
$407K +$407K +3,016 New
MA
744
MBA Advisors
Pennsylvania
$405K -$1.85M -13,680 -82%
PTC
745
Philadelphia Trust Company
Pennsylvania
$405K – – –
DA
746
DCM Advisors
New York
$405K – – –
ACP
747
Aveo Capital Partners
Colorado
$401K -$4.86K -36 -1%
ASW
748
Astoria Strategic Wealth
Texas
$401K -$1.22M -9,024 -75%
RFN
749
RDA Financial Network
Iowa
$400K +$62.7K +465 +19%
KFG
750
Kingdom Financial Group
Arizona
$399K +$399K +2,958 New
28 29
30
31 32