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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 %
MWP
176
Meridian Wealth Partners
Pennsylvania
$16M 118,272 +1,321 +1%
PA
177
Prism Advisors
California
$15.8M 117,168 -3,166 -3%
CAL
178
Capital Advisors Ltd
Ohio
$15.6M 115,802 +5,927 +5%
KIM
179
Karpus Investment Management
New York
$15.5M 115,289 +53,297 +86%
KWM
180
Keebeck Wealth Management
Illinois
$15.5M 114,692 +53,632 +88%
WCG
181
Weaver Consulting Group
California
$15.1M 111,647 -4,681 -4%
CWS
182
Cypress Wealth Services
California
$15M 108,849 +38,635 +55%
WA
183
Wealth Alliance
New York
$14.9M 110,827 +2,609 +2%
SWP
184
Stratos Wealth Partners
Ohio
$14.9M 110,327 +53,347 +94%
PFA
185
Pure Financial Advisors
California
$14.8M 109,824 -3,524 -3%
SXL
186
Summit X LLC
Missouri
$14.5M 107,531 -686 -0.6%
SRC
187
Shufro Rose & Co
New York
$14.5M 107,287 -1,495 -1%
SCM
188
Stonehearth Capital Management
Massachusetts
$14.5M 107,199 +2,571 +2%
PWM
189
Perigon Wealth Management
California
$14.4M 106,404 +63,098 +146%
BCM
190
Brookstone Capital Management
Illinois
$14.4M 107,986 -154,003 -59%
TWM
191
Trinity Wealth Management
Pennsylvania
$14.2M 105,597 +2,129 +2%
RA
192
RFG Advisory
Alabama
$14.2M 105,558 -11,692 -10%
DA
193
Detalus Advisors
Missouri
$14.1M 104,853 +13,625 +15%
FM
194
Family Management
New York
$14.1M 104,755 -34,721 -25%
LC
195
Landaas & Company
Wisconsin
$13.8M 102,554 +42,950 +72%
PCIG
196
Partners Capital Investment Group
Massachusetts
$13.5M 99,919 +72,277 +261%
TF
197
Trek Financial
Arizona
$13.3M 98,830 +4,611 +5%
FFN
198
Focus Financial Network
Minnesota
$13.3M 98,590 +2,602 +3%
Two Sigma Advisers
199
Two Sigma Advisers
New York
$13.3M 98,400 +98,400 New
T
200
TNF
Montana
$13.2M 97,905 +1,857 +2%
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