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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 %
CMI
1026
Clare Market Investments
Texas
– – -1,630 Closed
Barclays
1027
Barclays
United Kingdom
– – -1,016 Closed
FA
1028
Fortis Advisors
Pennsylvania
– – -911 Closed
Jones Financial Companies
1029
Jones Financial Companies
Missouri
– – -900 Closed
BA
1030
Bellwether Advisors
Nebraska
– – -251 Closed
TCWA
1031
Ten Capital Wealth Advisors
Washington
– – -231 Closed
GBT
1032
Grove Bank & Trust
Florida
– – -212 Closed
AWM
1033
Accel Wealth Management
Iowa
– – -201 Closed
SSC
1034
Syverson Strege & Co
Iowa
– – -175 Closed
MSFP
1035
Mark Sheptoff Financial Planning
Connecticut
– – -166 Closed
KHC
1036
Koesten Hirschmann & Crabtree
Kansas
– – -152 Closed
PMFA
1037
Plante Moran Financial Advisors
Michigan
– – -144 Closed
EI
1038
Ellevest Inc
New York
– – -128 Closed
TRCT
1039
Tower Research Capital (TRC)
New York
– – -100 Closed
Simplex Trading
1040
Simplex Trading
Illinois
– – -88 Closed
AWM
1041
Abound Wealth Management
Tennessee
– – -71 Closed
KSWA
1042
Kathleen S. Wright Associates
Pennsylvania
– – -60 Closed
MAWA
1043
Moss Adams Wealth Advisors
Washington
– – -51 Closed
SSG
1044
Summit Securities Group
New York
– – -1 Closed
Susquehanna International Group
1045
Susquehanna International Group
Pennsylvania
– – – –
CG
1046
Cutler Group
California
– – – –
38 39 40 41
42