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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 %
PTCG
901
Pring Turner Capital Group
California
$139K 1,034 +1,034 New
AIC
902
Ayalon Insurance Company
Israel
$137K 1,015 – –
SSB
903
Sandy Spring Bank
Maryland
$136K 1,007 -210 -17%
WPWM
904
Western Pacific Wealth Management
Illinois
$135K 1,000 – –
PWMG
905
Prestige Wealth Management Group
New Jersey
$131K 974 -249 -20%
SF
906
Safeguard Financial
Wisconsin
$125K 929 +929 New
SIS
907
Sound Income Strategies
Florida
$123K 909 +784 +627%
HR
908
Howe & Rusling
New York
$121K 895 +96 +12%
CB
909
CNB Bank
Pennsylvania
$120K 887 +44 +5%
BCV
910
Banque Cantonale Vaudoise
Switzerland
$117K 870 – –
RG
911
Retirement Group
California
$115K 855 +1 +0.1%
TAM
912
Tucker Asset Management
Colorado
$112K 827 +518 +168%
ICM
913
Islay Capital Management
Texas
$108K 800 – –
JWA
914
JFS Wealth Advisors
Pennsylvania
$108K 799 +290 +57%
ST
915
Smithfield Trust
Pennsylvania
$102K 777 – –
SFSG
916
Sound Financial Strategies Group
Mississippi
$97.6K 724 -15 -2%
Bessemer Group
917
Bessemer Group
New Jersey
$92K 683 -789 -54%
AAG
918
Armstrong Advisory Group
Massachusetts
$90.6K 672 – –
CT
919
Colonial Trust
South Carolina
$89.7K 665 -4,012 -86%
CSPIA
920
Cary Street Partners Investment Advisory
Virginia
$87.3K 647 – –
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$86.9K 644 +277 +75%
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$85K 630 -42 -6%
TWD
923
True Wealth Design
Ohio
$82.9K 615 +519 +541%
CFS
924
CGC Financial Services
Oregon
$82.3K 610 +610 New
USB
925
Union Savings Bank
Connecticut
$81.6K 583 +583 New
35 36
37
38 39