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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 %
CS
151
Comerica Securities
Michigan
$18.8M 139,118 +38,456 +38%
KFSC
152
Keystone Financial Services (Colorado)
Colorado
$18.7M 138,337 +183 +0.1%
OWA
153
One Wealth Advisors
California
$18.5M 137,264 +11,199 +9%
SFS
154
Sowell Financial Services
Arkansas
$18.5M 136,900 +62,067 +83%
AWAG
155
ARS Wealth Advisors Group
Florida
$18.4M 136,563 +2,371 +2%
SHIM
156
Stone House Investment Management
Pennsylvania
$18.4M 136,356 +4,994 +4%
LWM
157
Liberty Wealth Management
California
$18.2M 135,201 +4,179 +3%
VHAM
158
Van Hulzen Asset Management
California
$18.1M 134,472 +407 +0.3%
GF
159
Gries Financial
Ohio
$17.7M 131,352 +31,392 +31%
CFGS
160
Concourse Financial Group Securities
Alabama
$17.7M 131,077 +22,948 +21%
RBA
161
Richard Bernstein Advisors
New York
$17.4M 128,934 +634 +0.5%
CFFP
162
Center for Financial Planning
Michigan
$17.3M 128,635 -8,727 -6%
PWA
163
Physician Wealth Advisors
Utah
$17.3M 128,378 +2,744 +2%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$17.2M 127,959 -1,236 -1%
FWIA
165
Fort Washington Investment Advisors
Ohio
$17.2M 127,220 +2,785 +2%
NAM
166
Nissay Asset Management
Japan
$17M 126,054 -254,342 -67%
OAP
167
One Advisory Partners
Kansas
$17M 126,006 +2,306 +2%
PFG
168
PAX Financial Group
Texas
$16.6M 123,106 -2,276 -2%
WWM
169
WJ Wealth Management
Arizona
$16.6M 122,885 +56,734 +86%
GT
170
Glenmede Trust
Pennsylvania
$16.4M 132,024 – –
CL
171
Choreo LLC
Illinois
$16.4M 121,431 +2,075 +2%
MFG
172
Monumental Financial Group
Maryland
$16.3M 120,496 +47,143 +64%
CCWA
173
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.1M 119,372 -4,126 -3%
HCP
174
Holt Capital Partners
Texas
$16.1M 119,167 +9,422 +9%
KFS
175
Kelly Financial Services
Massachusetts
$16M 118,394 +1,038 +0.9%
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