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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 %
KWM
776
Kingsview Wealth Management
Oregon
$337K -$43.4K -322 -11%
VWA
777
V Wealth Advisors
Kansas
$335K +$17.9K +133 +6%
LRPA
778
L. Roy Papp & Associates
Arizona
$334K -$57.2K -424 -15%
WJA
779
Willis Johnson & Associates
Texas
$330K +$330K +2,445 New
AW
780
Avion Wealth
Texas
$329K – – –
AFAS
781
Acorn Financial Advisory Services
Virginia
$329K +$21.4K +159 +7%
AWM
782
Atticus Wealth Management
Florida
$328K +$264K +1,957 +410%
SWM
783
SeaCrest Wealth Management
New York
$328K -$5.53K -41 -2%
EWS
784
Evergreen Wealth Solutions
Pennsylvania
$327K -$5.19M -38,510 -94%
APW
785
Acima Private Wealth
Virginia
$326K – – –
FWCM
786
Ferguson Wellman Capital Management
Oregon
$326K -$92.4K -685 -22%
GFPC
787
Global Financial Private Client
Florida
$326K +$326K +2,417 New
BFA
788
Beaumont Financial Advisors
Massachusetts
$325K -$32.5K -241 -9%
3LCM
789
3D/L Capital Management
Connecticut
$320K -$214K -1,585 -40%
MG
790
Mather Group
Illinois
$318K +$1.08K +8 +0.3%
IF
791
Integrity Financial
Wyoming
$316K -$270 -2 -0.1%
LFA
792
LGT Financial Advisors
Texas
$314K +$314K +2,330 New
MC
793
Moors & Cabot
Massachusetts
$309K – – –
CTWM
794
Cherry Tree Wealth Management
Minnesota
$309K +$309K +2,289 New
SSA
795
Schonfeld Strategic Advisors
New York
$308K +$308K +2,285 New
HA
796
Herold Advisors
New York
$306K -$27K -200 -8%
SCA
797
STALEY CAPITAL ADVISERS
Pennsylvania
$301K +$301K +2,233 New
KBFS
798
Kohmann Bosshard Financial Services
Ohio
$300K +$300K +2,226 New
YIH
799
Y-Intercept (HK)
Hong Kong
$298K -$791K -5,867 -73%
MIM
800
Marco Investment Management
Georgia
$296K – – –
30 31
32
33 34