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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 %
DWM
451
Dakota Wealth Management
Florida
$1.7M -$3.85K -31 -0.2%
RL
452
Retireful LLC
Michigan
$1.68M +$1.68M +13,578 New
D
453
Dentgroup
Louisiana
$1.66M +$1.66M +13,393 New
AWM
454
Aspire Wealth Management
Massachusetts
$1.65M +$1.36M +10,948 +460%
PIM
455
Provident Investment Management
Michigan
$1.64M +$73.3K +591 +5%
Northern Trust
456
Northern Trust
Illinois
$1.63M +$104K +842 +7%
Renaissance Technologies
457
Renaissance Technologies
New York
$1.61M +$1.61M +13,000 New
JBA
458
Johnson Bixby & Associates
Washington
$1.57M -$47.1K -380 -3%
Citadel Advisors
459
Citadel Advisors
Florida
$1.57M +$790K +6,364 +101%
WP
460
WealthPLAN Partners
Nebraska
$1.55M +$1.32M +10,619 +563%
AA
461
Ancora Advisors
Ohio
$1.55M +$1.54M +12,385 +10,585%
FPW
462
Flagship Private Wealth
Massachusetts
$1.54M +$3.72K +30 +0.2%
APC
463
Aspire Private Capital
North Carolina
$1.53M +$1.06M +8,573 +228%
TFM
464
TFC Financial Management
Massachusetts
$1.53M -$1.49K -12 -0.1%
WAL
465
W Advisors LLC
Tennessee
$1.52M +$1.52M +12,274 New
WWP
466
Waypoint Wealth Partners
California
$1.52M – – –
AWA
467
Alta Wealth Advisors
Massachusetts
$1.5M +$744 +6 +0%
RFP
468
RCS Financial Planning
Maryland
$1.49M +$1.49M +12,042 New
ASW
469
Astoria Strategic Wealth
Texas
$1.49M – – –
LFA
470
Level Financial Advisors
New York
$1.48M -$231K -1,858 -13%
TPWA
471
TRUE Private Wealth Advisors
Oregon
$1.46M +$1.46M +11,775 New
AWA
472
Acorn Wealth Advisors
Michigan
$1.43M -$82.7K -667 -5%
9WM
473
9258 Wealth Management
Ohio
$1.42M +$18.1K +146 +1%
TCM
474
Triumph Capital Management
Colorado
$1.42M -$80.1K -646 -5%
WFA
475
Wells Financial Advisors
Massachusetts
$1.41M +$223K +1,794 +19%
17 18
19
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