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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 %
HCM
126
Hengehold Capital Management
Ohio
$24.1M 178,330 +60,779 +52%
BFPW
127
BOK Financial Private Wealth
Colorado
$24M 177,971 -8,523 -5%
SW
128
SteelPeak Wealth
California
$23.9M 177,502 +1,503 +0.9%
Truist Financial
129
Truist Financial
North Carolina
$23.8M 176,660 +15,372 +10%
KAS
130
Kestra Advisory Services
Texas
$23.1M 171,049 +95,800 +127%
AAS
131
Avantax Advisory Services
Texas
$22.9M 169,428 +37,958 +29%
CG
132
CFO4Life Group
Texas
$22.8M 168,945 -8,390 -5%
MSWMA
133
Market Street Wealth Management Advisors
Indiana
$22.7M 168,595 +8,327 +5%
PCA
134
Prosperity Capital Advisors
Ohio
$22.7M 168,143 +18,213 +12%
BWM
135
Baystate Wealth Management
Massachusetts
$22.6M 167,751 +6,113 +4%
RW
136
RVW Wealth
California
$22.5M 166,509 -53,409 -24%
Two Sigma Investments
137
Two Sigma Investments
New York
$22.5M 166,500 +166,500 New
TWM
138
Tanglewood Wealth Management
Texas
$22.1M 163,946 -656 -0.4%
CSWG
139
Cardinal Strategic Wealth Guidance
Kentucky
$21.8M 161,425 +719 +0.4%
ACM
140
Armbruster Capital Management
New York
$21.6M 159,842 -207 -0.1%
SWP
141
Summit Wealth Partners
Florida
$21.4M 158,534 -5,398 -3%
JAG
142
Journey Advisory Group
Kentucky
$21.3M 158,281 -3,962 -2%
SWA
143
Sax Wealth Advisors
New Jersey
$21M 155,618 +7,405 +5%
IWS
144
Insight Wealth Strategies
California
$20.9M 154,993 -2,446 -2%
HSG
145
Helen Stephens Group
Texas
$20.4M 151,167 +7,264 +5%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$20.2M 149,831 +12,601 +9%
Mariner
147
Mariner
Kansas
$19.7M 145,992 +20,156 +16%
CA
148
Centerpoint Advisors
Massachusetts
$19.6M 145,152 +2,882 +2%
BRWA
149
B. Riley Wealth Advisors
Florida
$19.3M 143,411 +6,162 +4%
I
150
INVST
Indiana
$19.1M 141,473 +21,944 +18%
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