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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 Holding Trade Value Shares
Change 		Shares
Change %
IBOK
801
Independence Bank of Kentucky
Kentucky
$289K – – –
JGIA
802
Jackson Grant Investment Advisers
Connecticut
$286K +$809 +6 +0.3%
FWM
803
Fairhaven Wealth Management
Illinois
$284K +$284K +2,104 New
LA
804
Latitude Advisors
Florida
$284K -$5.93K -44 -2%
KA
805
Kovack Advisors
Florida
$283K +$283K +2,100 New
SM
806
Sensible Money
Arizona
$283K – – –
PFT
807
Providence First Trust
Arizona
$281K +$281K +2,080 New
W
808
Wealthquest
Ohio
$275K -$57.2K -424 -17%
PP
809
Prosperity Planning
Missouri
$274K +$19.2K +142 +8%
Fayez Sarofim & Co
810
Fayez Sarofim & Co
Texas
$274K +$274K +2,029 New
HTHT
811
Hemenway Trust Hemenway Trust
New Hampshire
$271K +$35.1K +260 +15%
CIA
812
Cape Investment Advisory
Georgia
$270K +$28K +208 +12%
IAA
813
Ironsides Asset Advisors
North Carolina
$270K – – –
OPWM
814
Oxinas Partners Wealth Management
Indiana
$268K -$8.23K -61 -3%
CS
815
Credit Suisse
Switzerland
$268K +$268K +1,985 New
WPP
816
Whalerock Point Partners
Rhode Island
$266K +$266K +1,975 New
TCOV
817
Trust Company of Vermont
Vermont
$265K – – –
CAM
818
Crestone Asset Management
Colorado
$264K -$30.1K -223 -10%
MA
819
Montag & Associates
Georgia
$263K – – –
CW
820
Connectus Wealth
Ohio
$262K +$262K +1,942 New
TA
821
TKG Advisors
Indiana
$261K +$261K +1,938 New
OWA
822
Octavia Wealth Advisors
Ohio
$261K +$2.16K +16 +0.8%
AWA
823
Arkadios Wealth Advisors
Georgia
$260K +$15.5K +115 +6%
CBFP
824
Cedar Brook Financial Partners
Ohio
$260K -$18.7K -139 -7%
FIM
825
Freedom Investment Management
Connecticut
$259K -$19.6K -145 -7%
31 32
33
34 35