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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 %
NFSG
976
Newbridge Financial Services Group
Florida
$11.1K 83 +30 +57%
GWSG
977
GPS Wealth Strategies Group
Colorado
$11K 81 -35 -30%
DSC
978
Duncker Streett & Co
Missouri
$9.71K 72 – –
NRG
979
Nemes Rush Group
Michigan
$9.71K 72 +72 New
IFAM
980
Institutional & Family Asset Management
Colorado
$9.17K 68 – –
OC
981
Oakworth Capital
Alabama
$9.04K 67 +67 New
VNA
982
Valley National Advisers
Pennsylvania
$8K 58 – –
HFS
983
HBC Financial Services
Washington
$8K 63 +63 New
FGAM
984
Financial Gravity Asset Management
Texas
$7.58K 20,810 +3,080 +17%
SCA
985
Stonebridge Capital Advisors
Minnesota
$6.65K 49 -500 -91%
BHWM
986
Beaird Harris Wealth Management
Texas
$5.26K 39 – –
WOSD
987
WFA of San Diego
California
$4.05K 30 +30 New
FWM
988
Focused Wealth Management
New York
$2.56K 19 +19 New
BBPWM
989
Blue Bell Private Wealth Management
Pennsylvania
$2.43K 18 – –
EWP
990
Elevation Wealth Partners
California
$2.29K 17 – –
JHCP
991
Jackson Hole Capital Partners
Oklahoma
$2.02K 15 – –
VF
992
VitalStone Financial
Texas
$2K 20 -7,169 -100%
S
993
SignatureFD
Georgia
$1.89K 14 – –
MFC
994
Morris Financial Concepts
South Carolina
$1.48K 11 – –
PP
995
Pacifica Partners
Canada
$1.48K 11 – –
HCM
996
Hollencrest Capital Management
California
$1.21K 9 +9 New
GWANC
997
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08K 8 – –
FRA
998
Front Row Advisors
California
$1K 9 – –
CMP
999
Coston McIsaac & Partners
Maine
$1K 9 – –
RFG
1000
RFP Financial Group
Georgia
$953 7 +7 New
38 39
40
41 42