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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 %
FA
76
Financial Advisors
Massachusetts
$45.5M 337,186 +3,367 +1%
HFS
77
Howard Financial Services
Texas
$45.1M 334,640 -12,135 -3%
SPIA
78
Steward Partners Investment Advisory
New York
$45.1M 334,567 +23,091 +7%
Prudential Financial
79
Prudential Financial
New Jersey
$44.8M 332,077 +96,437 +41%
PCIA
80
Prime Capital Investment Advisors
Kansas
$44.2M 327,797 +322,519 +6,111%
GI
81
Gradient Investments
Minnesota
$44.1M 326,968 -86,873 -21%
WDL
82
Well Done LLC
Michigan
$40.8M 302,736 -12,779 -4%
MWM
83
Merriman Wealth Management
Washington
$40.3M 299,003 -11,720 -4%
AI
84
Atria Investments
North Carolina
$40.1M 297,160 +36,953 +14%
BWM
85
Baron Wealth Management
Michigan
$39.4M 292,415 +20,329 +7%
EH
86
Equitable Holdings
New York
$38.7M 286,760 +7,530 +3%
SHJ
87
Sharkey, Howes & Javer
Colorado
$38.5M 285,362 +68,619 +32%
UB
88
UMB Bank
Missouri
$38.3M 284,190 +283,619 +49,671%
CA
89
Cetera Advisors
Colorado
$37.8M 279,952 +18,073 +7%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$37M 274,010 +37,178 +16%
BWL
91
Bogart Wealth LLC
Virginia
$36.5M 270,709 +35,230 +15%
TWM
92
TMD Wealth Management
Arizona
$36.4M 269,576 +1,294 +0.5%
HCA
93
Heck Capital Advisors
Wisconsin
$35.6M 264,212 +4,057 +2%
APW
94
Austin Private Wealth
Texas
$35.1M 260,556 +21,772 +9%
WSFS
95
Wilmington Savings Fund Society
Delaware
$35.1M 260,256 +260,256 New
SP
96
Symmetry Partners
Connecticut
$34.7M 257,040 +5,198 +2%
CIAS
97
Capital Investment Advisory Services
North Carolina
$33.6M 249,390 +5,213 +2%
PO
98
Private Ocean
California
$33M 244,859 -60,806 -20%
CIAS
99
CFS Investment Advisory Services
New Jersey
$31.4M 232,820 +2,233 +1%
TCM
100
TD Capital Management
Tennessee
$31.2M 231,498 -9,855 -4%
2 3
4
5 6