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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 %
AWS
326
AJ Wealth Strategies
New York
$4M -$32.2M -259,563 -89%
BWA
327
BDO Wealth Advisors
Florida
$3.9M -$8.41M -67,786 -68%
SWA
328
Stratos Wealth Advisors
Ohio
$3.9M +$1.16M +9,349 +42%
WIC
329
Woodmont Investment Counsel
Tennessee
$3.88M -$515K -4,151 -12%
AC
330
Avant Capital
Louisiana
$3.84M +$153K +1,235 +4%
MLA
331
My Legacy Advisors
Oregon
$3.82M +$3.82M +30,782 New
PA
332
PFG Advisors
Arizona
$3.74M +$804K +6,483 +27%
PI
333
PineBridge Investments
New York
$3.73M – – –
LF
334
Lantz Financial
Illinois
$3.67M +$3.67M +29,583 New
TWA
335
TCI Wealth Advisors
Arizona
$3.62M -$183K -1,473 -5%
SWP
336
ShoreHaven Wealth Partners
New Jersey
$3.61M +$3.61M +29,065 New
BEC
337
Blue Edge Capital
Virginia
$3.61M +$3.61M +29,061 New
VWM
338
Venturi Wealth Management
Texas
$3.57M +$3.57M +28,801 New
TF
339
Theory Financial
Colorado
$3.57M +$3.57M +28,792 New
WS
340
Wedbush Securities
California
$3.55M -$459K -3,698 -11%
T
341
TRUADVICE
Florida
$3.55M +$3.55M +28,124 New
CCA
342
Column Capital Advisors
Indiana
$3.5M -$124 -1 -0%
FFP
343
FourThought Financial Partners
Florida
$3.5M -$76.6K -617 -2%
CWM
344
Cabot Wealth Management
Massachusetts
$3.47M +$351K +2,833 +11%
AC
345
AlphaCore Capital
California
$3.45M -$1.8M -14,524 -34%
PCIG
346
Partners Capital Investment Group
Massachusetts
$3.43M +$1.52M +12,234 +79%
WFAG
347
Worth Financial Advisory Group
North Carolina
$3.39M +$176K +1,418 +5%
SCM
348
SOL Capital Management
Maryland
$3.36M +$474K +3,820 +16%
ONB
349
Old National Bancorp
Indiana
$3.33M +$283K +2,284 +9%
SQA
350
Simon Quick Advisors
New Jersey
$3.33M +$911K +7,339 +38%
12 13
14
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