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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 %
CAS
926
Coppell Advisory Solutions
Texas
$80K 600 +600 New
EW
927
Element Wealth
Mississippi
$77.4K 574 +461 +408%
CWP
928
Concord Wealth Partners
Virginia
$75.8K 562 -14 -2%
CHC
929
City Holding Co
West Virginia
$73.9K 548 +548 New
FWP
930
FAS Wealth Partners
Kansas
$73.3K 543 +120 +28%
IWP
931
IAG Wealth Partners
Wisconsin
$69.5K 515 +515 New
SN
932
Sittner & Nelson
Oregon
$68.9K 511 – –
BBHC
933
Brown Brothers Harriman & Co
New York
$67.2K 498 +220 +79%
JFA
934
JNBA Financial Advisors
Minnesota
$66.6K 494 -542 -52%
FPFS
935
First Personal Financial Services
North Carolina
$65.4K 485 – –
TFGT
936
TS Financial Group (TSFG)
Illinois
$65K 479 – –
CFO
937
CVA Family Office
Colorado
$62.8K 466 – –
AAP
938
Arax Advisory Partners
Colorado
$60.8K 451 +24 +6%
CP
939
Castleview Partners
Texas
$60.6K 449 +449 New
LC
940
Lindbrook Capital
California
$57.2K 424 – –
CHA
941
Carmichael Hill & Associates
Maryland
$56.1K 416 – –
AWM
942
AllSquare Wealth Management
New York
$54.5K 425 – –
AWM
943
Avior Wealth Management
Nebraska
$47.4K 351 +1 +0.3%
DJSG
944
D.J. St. Germain
Massachusetts
$44.5K 330 +330 New
LF
945
Lee Financial
Texas
$41.1K 305 +1 +0.3%
KC
946
Kenfarb & Co
Kentucky
$39K 289 – –
PB
947
Pinnacle Bancorp
Nebraska
$37.8K 280 -24 -8%
WIM
948
Westside Investment Management
California
$37.2K 276 – –
DI
949
Disciplined Investments
Oklahoma
$36.6K 271 +271 New
PPFA
950
Provida Pension Fund Administrator
Chile
$36.1K 268 – –
36 37
38
39 40