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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.65B 34,482,396 +4,774,467 +16%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85B 13,692,133 +864,804 +7%
LPL Financial
3
LPL Financial
California
$1.71B 12,673,709 +325,351 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.62B 12,031,697 +6,476,112 +117%
Morgan Stanley
5
Morgan Stanley
New York
$988M 7,328,634 +427,463 +6%
Bank of America
6
Bank of America
North Carolina
$911M 6,754,380 +510,710 +8%
BlackRock
7
BlackRock
New York
$878M 6,510,794 -320,820 -5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$756M 5,605,127 -4,024 -0.1%
UBS Group
9
UBS Group
Switzerland
$559M 4,144,414 +239,779 +6%
KeyBank National Association
10
KeyBank National Association
Ohio
$485M 3,593,513 -6,336 -0.2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$479M 3,553,134 +639,649 +22%
M&T Bank
12
M&T Bank
New York
$470M 3,481,264 +309,593 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$447M 3,314,456 +134,554 +4%
Ameriprise
14
Ameriprise
Minnesota
$388M 2,877,128 +952,193 +49%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$386M 2,865,413 -1,075,538 -27%
Wells Fargo
16
Wells Fargo
California
$385M 2,853,110 +415,684 +17%
BTI
17
Blue Trust Inc
Georgia
$358M 2,884,370 +385,190 +15%
Cerity Partners
18
Cerity Partners
New York
$343M 2,545,817 +2,055,458 +419%
PAS
19
Park Avenue Securities
New York
$336M 2,494,523 +49,714 +2%
HI
20
Horizon Investments
North Carolina
$311M 2,307,722 +511,077 +28%
MML Investors Services
21
MML Investors Services
Massachusetts
$294M 2,179,040 +734,802 +51%
FWI
22
Facet Wealth Inc
Maryland
$232M 1,684,927 +166,499 +11%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$220M 1,630,981 +79,342 +5%
CWM
24
Connecticut Wealth Management
Connecticut
$197M 1,459,717 +17,535 +1%
Stifel Financial
25
Stifel Financial
Missouri
$190M 1,408,230 +140,990 +11%
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