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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 %
WWM
201
Windsor Wealth Management
Indiana
$13.1M 97,358 +6,033 +7%
BIA
202
Bell Investment Advisors
California
$13.1M 97,355 -3,518 -3%
WFA
203
Wade Financial Advisory
California
$13M 96,265 +9,098 +10%
BFG
204
Buttonwood Financial Group
Missouri
$12.9M 93,316 -23,298 -20%
SL
205
Sentinus LLC
Illinois
$12.8M 94,909 +829 +0.9%
RPCA
206
Running Point Capital Advisors
California
$12.8M 94,778 +2,129 +2%
CWMU
207
Caliber Wealth Management (Utah)
Utah
$12.7M 94,211 +48,756 +107%
AC
208
ASB Consultores
Florida
$12.5M 92,534 -3,583 -4%
AWA
209
ARQ Wealth Advisors
Arizona
$12.4M 92,115 +7,502 +9%
IB
210
Intrust Bank
Kansas
$12.3M 91,188 -2,918 -3%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$12.2M 90,371 -14,146 -14%
HTC
212
Haverford Trust Company
Pennsylvania
$12.1M 89,837 +7,576 +9%
CA
213
CGN Advisors
Kansas
$12.1M 89,603 +3,935 +5%
CF
214
Centaurus Financial
California
$12.1M 89,575 +2,284 +3%
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$12M 88,860 -8,730 -9%
SF
216
Symphony Financial
Texas
$11.7M 87,470 -39,773 -31%
MPW
217
MA Private Wealth
California
$11.6M 86,237 -872 -1%
SW
218
SlateStone Wealth
Florida
$11.1M 82,499 +12,542 +18%
WP
219
WealthShield Partners
North Carolina
$11.1M 82,486 +10,300 +14%
SA
220
Scarborough Advisors
Maryland
$11.1M 81,947 +36,445 +80%
AT
221
American Trust
Kentucky
$11M 81,525 -161 -0.2%
Legacy Financial Group (Iowa)
222
Legacy Financial Group (Iowa)
Iowa
$10.9M 80,844 +29,334 +57%
SCA
223
Snowden Capital Advisors
New York
$10.8M 80,032 +13,369 +20%
RCG
224
Resource Consulting Group
Florida
$10.8M 79,985 +79,985 New
SI
225
Stephens Inc
Arkansas
$10.8M 79,802 +87 +0.1%
7 8
9
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