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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 %
AWA
1001
Alaska Wealth Advisors
Alaska
– – – –
AIA
1002
Angeles Investment Advisors
California
– – -360,500 Closed
HWAM
1003
Hennion & Walsh Asset Management
New Jersey
– – -124,461 Closed
SIM
1004
SSI Investment Management
California
– – -57,783 Closed
NYLIM
1005
New York Life Investment Management
New York
– – -34,303 Closed
BAM
1006
Belpointe Asset Management
Nevada
– – -25,540 Closed
FHB
1007
First Hawaiian Bank
Hawaii
– – -20,589 Closed
RL
1008
Retireful LLC
Michigan
– – -13,578 Closed
IWM
1009
Iams Wealth Management
Nebraska
– – -7,566 Closed
GAG
1010
GM Advisory Group
New York
– – -5,080 Closed
WIC
1011
Whitegate Investment Counselors
New Hampshire
– – -3,250 Closed
TFA
1012
Teamwork Financial Advisors
Texas
– – -2,556 Closed
LSA
1013
Lion Street Advisors
Texas
– – -2,351 Closed
DZ Bank
1014
DZ Bank
Germany
– – -2,315 Closed
TCWM
1015
Total Clarity Wealth Management
Illinois
– – -2,268 Closed
WAG
1016
Windsor Advisory Group
Ohio
– – -2,132 Closed
DF
1017
Donoghue Forlines
Massachusetts
– – -2,070 Closed
Wolverine Trading
1018
Wolverine Trading
Illinois
– – -1,948 Closed
DACG
1019
Donor Advised Charitable Giving
California
– – -1,876 Closed
Neuberger Berman Group
1020
Neuberger Berman Group
New York
– – -1,838 Closed
EW
1021
Enzi Wealth
Texas
– – -1,761 Closed
MCCA
1022
Mill Creek Capital Advisors
Pennsylvania
– – -1,713 Closed
SFM
1023
Signet Financial Management
New Jersey
– – -1,664 Closed
LG
1024
Leuthold Group
Minnesota
– – -1,653 Closed
Wealthfront Advisers
1025
Wealthfront Advisers
California
– – -1,648 Closed
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