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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

911 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 357 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+91
Holders Change %
+11.1%
% of All Funds
14.58%
Holding in Top 10
150
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+51.52%
% of All Funds
2.4%
New
168
Increased
357
Reduced
272
Closed
54
Calls
$3.82M
Puts
$1.63M
Net Calls
+$2.19M
Net Calls Change
+$7.71M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.05B
2
BlackRock
BlackRock
New York
+$503M
3
LPL Financial
LPL Financial
California
+$484M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$445M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$418M

Top Sellers

1
PCM
PAR Capital Management
Massachusetts
-$187M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$59.7M
3
ACM
Advisors Capital Management
New Jersey
-$46.8M
4
B
Barings
North Carolina
-$39.2M
5
AWS
AJ Wealth Strategies
New York
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthShield Partners
North Carolina
$8.96M +$8.03M +64,692 +863%
Goldman Sachs
227
Goldman Sachs
New York
$8.78M -$20.7M -166,572 -70%
CW
228
Cook Wealth
North Carolina
$8.72M +$1.53M +12,226 +21%
CWS
229
Cypress Wealth Services
California
$8.71M +$6.28M +50,654 +259%
LFS
230
Lutz Financial Services
Nebraska
$8.7M +$525K +4,235 +6%
SW
231
SlateStone Wealth
Florida
$8.68M +$1.04M +8,411 +14%
AG
232
Ascent Group
Virginia
$8.66M +$6.04M +48,659 +230%
GHA
233
GW Henssler & Associates
Georgia
$8.63M -$74.4K -600 -0.9%
IC
234
Inscription Capital
Texas
$8.61M -$325K -2,616 -4%
RIA
235
Regal Investment Advisors
Michigan
$8.51M +$8.06M +64,929 +1,772%
LCC
236
Lincoln Capital Corp
Rhode Island
$8.51M +$81.6K +658 +1%
PWA
237
Pillar Wealth Advisors
Pennsylvania
$8.5M -$229K -1,844 -3%
SL
238
SWMG LLC
Texas
$8.3M +$8.3M +66,906 New
SCA
239
Snowden Capital Advisors
New York
$8.27M +$6.17M +49,767 +295%
OCBCO
240
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.21M +$348K +2,802 +4%
WWM
241
WJ Wealth Management
Arizona
$8.21M +$7.84M +63,221 +2,158%
EL
242
EQ LLC
Washington
$8.2M +$7.96M +64,154 +3,250%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$8.07M +$8.07M +65,084 New
SPIA
244
Strategic Point Investment Advisors
Rhode Island
$8M -$14.4M -116,093 -64%
IIA
245
IPG Investment Advisors
California
$7.9M +$371K +2,988 +5%
CGFA
246
Colton Groome Financial Advisors
North Carolina
$7.78M +$2.53M +20,401 +48%
KIM
247
Karpus Investment Management
New York
$7.69M +$7.4M +59,616 +2,509%
HIP
248
HUB Investment Partners
Texas
$7.64M +$198K +1,599 +3%
CFC
249
Client First Capital
California
$7.64M -$2.1M -16,966 -22%
KWM
250
Keebeck Wealth Management
Illinois
$7.58M +$7.58M +61,060 New
8 9
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