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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 %
IAA
826
Independent Advisor Alliance
North Carolina
$258K 1,911 – –
FTS
827
Fifth Third Securities
Ohio
$256K 1,895 – –
HWA
828
HHM Wealth Advisors
Tennessee
$256K 1,895 +1,760 +1,304%
AC
829
Avestar Capital
New York
$255K 1,894 +1,894 New
CIR
830
Clear Investment Research
Georgia
$255K 1,888 -56 -3%
KFI
831
Key Financial Inc
Pennsylvania
$251K 1,861 +244 +15%
CFA
832
CWS Financial Advisors
Michigan
$251K 1,860 – –
GPA
833
Guerra Pan Advisors
New Jersey
$251K 1,858 -192 -9%
FMWA
834
Forvis Mazars Wealth Advisors
Missouri
$247K 1,829 – –
CW
835
Channel Wealth
California
$246K 1,824 +1,824 New
SC
836
Solstein Capital
California
$245K 1,817 – –
CG
837
Colony Group
Massachusetts
$245K 1,819 +2 +0.1%
AWA
838
Authentikos Wealth Advisory
California
$244K 1,810 +1,810 New
SAM
839
Strategy Asset Managers
California
$244K 1,809 +1,809 New
SIA
840
Schechter Investment Advisors
Michigan
$243K 1,804 – –
SYBT
841
Stock Yards Bank & Trust
Kentucky
$243K 1,800 – –
CB
842
Cadence Bank
Mississippi
$240K 1,777 -153 -8%
EP
843
Eudaimonia Partners
Tennessee
$239K 1,775 +1,775 New
TLFA
844
True Link Financial Advisors
California
$239K 1,771 – –
GP
845
Girard Partners
Pennsylvania
$238K 1,763 +6 +0.3%
CIA
846
Capital Investment Advisors
Georgia
$234K 1,738 +1,738 New
FFA
847
Founders Financial Alliance
North Carolina
$234K 1,737 +1,328 +325%
GWSA
848
Global Wealth Strategies & Associates
Colorado
$234K 1,736 – –
BP
849
Ballentine Partners
Massachusetts
$234K 1,734 -150 -8%
SFC
850
Strategic Financial Concepts
Texas
$233K 1,729 -211 -11%
32 33
34
35 36