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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 %
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$30.8M 228,407 +15,699 +7%
BCI
102
Brinker Capital Investments
Pennsylvania
$30.2M 224,251 +37,606 +20%
OPS
103
Orion Portfolio Solutions
Nebraska
$30.2M 224,251 +37,606 +20%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$29.9M 221,641 +7,326 +3%
PAG
105
Private Advisor Group
New Jersey
$29.2M 213,624 +20,477 +11%
IWP
106
Icon Wealth Partners
Texas
$28.8M 213,837 +25,802 +14%
WWG
107
West Wealth Group
California
$28.7M 212,664 +5,923 +3%
SFI
108
SPC Financial Inc
Maryland
$28.3M 209,899 -1,026 -0.5%
HGWM
109
Horst & Graben Wealth Management
Oregon
$28.1M 208,402 +36,473 +21%
SOMRS
110
State of Michigan Retirement System
Michigan
$28M 207,300 -215,000 -51%
SB
111
Strategic Blueprint
Georgia
$27.9M 207,141 +134,073 +183%
AF
112
Allworth Financial
California
$27.9M 206,709 -57,280 -22%
KCM
113
Kathmere Capital Management
Pennsylvania
$27.6M 204,654 +1,983 +1%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$27.3M 202,183 +137,099 +211%
FG
115
Foster Group
Iowa
$27.2M 202,016 +7,836 +4%
SFS
116
Security Financial Services
Indiana
$27.2M 201,912 +5,719 +3%
LWA
117
Lineweaver Wealth Advisors
Ohio
$27M 200,416 +6,186 +3%
MMA
118
Miracle Mile Advisors
California
$27M 200,196 +56,300 +39%
AF
119
Apexium Financial
Texas
$26.4M 195,681 +7,550 +4%
AC
120
Apella Capital
Connecticut
$26.2M 194,360 +194,360 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$25.9M 191,719 +35,626 +23%
HFA
122
High Falls Advisors
New York
$25.8M 191,658 -1,775 -0.9%
PFA
123
Pettinga Financial Advisors
Indiana
$25.6M 190,106 -2,351 -1%
SWA
124
Strategies Wealth Advisors
Michigan
$25.1M 186,245 -1,536 -0.8%
MFG
125
Merit Financial Group
Georgia
$24.9M 184,443 +6,767 +4%
3 4
5
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