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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 %
RIA
851
Realta Investment Advisors
Delaware
$231K 1,712 +1,712 New
BW
852
Bison Wealth
Georgia
$231K 1,710 -73 -4%
Squarepoint
853
Squarepoint
New York
$230K 1,708 +1,708 New
AFO
854
Allie Family Office
Florida
$228K 1,689 +1,689 New
RFC
855
Regions Financial Corp
Alabama
$228K 1,688 -2,628 -61%
VCM
856
Vision Capital Management
Oregon
$225K 1,671 +1,671 New
CRC
857
Curi RMB Capital
Illinois
$225K 1,669 -3 -0.2%
PWMG
858
Pinnacle Wealth Management Group
Michigan
$225K 1,668 +33 +2%
AAS
859
Ameritas Advisory Services
Nebraska
$225K 1,692 -179,095 -99%
KFC
860
Klingenstein Fields & Co
New York
$224K 1,658 – –
TWP
861
Tempus Wealth Planning
California
$222K 1,648 +1,648 New
TWM
862
Tolleson Wealth Management
Texas
$222K 1,648 -3,100 -65%
AL
863
Aspiriant LLC
California
$222K 1,644 -1,785 -52%
HBWM
864
Hollow Brook Wealth Management
New York
$220K 1,631 – –
CWM
865
Congress Wealth Management
Massachusetts
$220K 1,627 -6,210 -79%
CAM
866
CPA Asset Management
Florida
$218K 1,619 – –
LW
867
Linscomb Wealth
Texas
$217K 1,612 +1,612 New
TVAMP
868
Tennessee Valley Asset Management Partners
Tennessee
$217K 1,610 +1,610 New
PI
869
PFG Investments
New York
$216K 1,604 +1,604 New
CA
870
Cambridge Advisors
Nebraska
$216K 1,598 -27 -2%
HAS
871
HBW Advisory Services
California
$214K 1,587 +1,587 New
ACS
872
Archford Capital Strategies
Illinois
$214K 1,541 +1,541 New
CFA
873
Cahill Financial Advisors
Minnesota
$213K 1,579 +1,579 New
PWG
874
Portside Wealth Group
Utah
$212K 1,573 +1,573 New
OCM
875
Orion Capital Management
California
$212K 1,570 – –
33 34
35
36 37