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 %
AWM
376
Aries Wealth Management
Maine
$2.64M +$67K +540 +3%
UCFA
377
United Capital Financial Advisors
Texas
$2.64M -$158K -1,276 -6%
JIP
378
Jaffetilchin Investment Partners
Florida
$2.6M -$4.23M -34,077 -62%
BCG
379
Breakwater Capital Group
New Jersey
$2.6M +$191K +1,536 +8%
CAAM
380
Cornerstone Advisors Asset Management
Pennsylvania
$2.59M -$124 -1 -0%
IWM
381
IHT Wealth Management
Illinois
$2.56M +$116K +937 +5%
BFC
382
Bedel Financial Consulting
Indiana
$2.56M -$21.6K -174 -0.8%
FHB
383
First Hawaiian Bank
Hawaii
$2.55M +$2.55M +20,589 New
CM
384
Columbus Macro
Pennsylvania
$2.54M +$2.54M +20,374 New
NSB
385
Norway Savings Bank
Maine
$2.53M +$42.8K +345 +2%
IA
386
IFP Advisors
Florida
$2.52M -$1.71M -20,168 -40%
CPIG
387
Chicago Partners Investment Group
Illinois
$2.5M +$485K +3,877 +24%
BWM
388
BCGM Wealth Management
Indiana
$2.5M -$983K -7,922 -28%
ICP
389
Interchange Capital Partners
Pennsylvania
$2.5M +$1.86M +14,980 +289%
CGA
390
Crescent Grove Advisors
Illinois
$2.48M -$544K -4,385 -18%
PTC
391
Private Trust Company
Ohio
$2.41M +$68.6K +553 +3%
RVPG
392
Relative Value Partners Group
$2.39M -$1.21M -9,766 -34%
VAS
393
Vestmark Advisory Solutions
Massachusetts
$2.36M +$1.96M +15,760 +478%
VPP
394
Vertex Planning Partners
Illinois
$2.36M +$1.65M +13,320 +233%
CA
395
Clearstead Advisors
Ohio
$2.34M +$2.06M +16,573 +733%
TFO
396
Tarbox Family Office
California
$2.31M -$149K -1,205 -6%
MWM
397
MorganRosel Wealth Management
Colorado
$2.31M +$1.17M +9,453 +103%
AWA
398
Amplius Wealth Advisors
Pennsylvania
$2.3M -$70.3K -567 -3%
MFA
399
Millington Financial Advisors
Illinois
$2.29M -$48.1K -388 -2%
SW
400
Simplicity Wealth
New Jersey
$2.28M +$2.28M +18,349 New
14 15
16
17 18