QUAL icon

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 %
ASN
276
Advisory Services Network
Georgia
$6.02M +$3.96M +31,934 +192%
BPA
277
Beacon Pointe Advisors
California
$6.01M +$3.16M +25,510 +111%
GIA
278
Gladstone Institutional Advisory
Florida
$5.86M +$108K +868 +2%
NFC
279
Northeast Financial Consultants
Connecticut
$5.86M -$522K -4,209 -8%
BIM
280
Bridges Investment Management
Nebraska
$5.84M – – –
HSBC Holdings
281
HSBC Holdings
United Kingdom
$5.81M +$9.68K +78 +0.2%
MYIA
282
Mount Yale Investment Advisors
Colorado
$5.76M +$5.49M +44,285 +2,030%
SA
283
Scarborough Advisors
Maryland
$5.65M +$5.65M +45,502 New
CWMU
284
Caliber Wealth Management (Utah)
Utah
$5.64M +$5.64M +45,455 New
GRP
285
Global Retirement Partners
California
$5.6M +$2.15M +17,360 +62%
PA
286
Parallel Advisors
California
$5.57M -$362K -2,920 -6%
FFA
287
Farther Finance Advisors
California
$5.38M +$4.94M +39,801 +1,113%
PWM
288
Perigon Wealth Management
California
$5.37M -$1.38M -11,103 -20%
AF
289
Advisornet Financial
Minnesota
$5.29M +$4.51M +36,388 +579%
FFS
290
Founders Financial Securities
Maryland
$5.27M +$2M +16,095 +61%
PLU
291
Performa Ltd (US)
South Carolina
$5.21M +$92.3K +744 +2%
SPC
292
Sigma Planning Corp
Michigan
$5.19M +$783K +6,311 +18%
NW
293
NewEdge Wealth
Pennsylvania
$5.17M -$49K -395 -0.9%
RSWM
294
Robertson Stephens Wealth Management
California
$5.09M +$1.73M +13,954 +52%
EWS
295
Evergreen Wealth Solutions
Pennsylvania
$5.08M -$515K -4,149 -9%
NL
296
NWAM LLC
Washington
$5.05M +$4.16M +33,565 +469%
FAM
297
Forte Asset Management
New York
$5.04M +$5.04M +40,616 New
RHP
298
Royal Harbor Partners
Texas
$5.01M +$5.01M +40,401 New
B
299
Barings
North Carolina
$4.99M -$39.2M -315,707 -89%
MOS
300
MGO One Seven
Ohio
$4.99M +$4.99M +40,197 New
10 11
12
13 14