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.

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
1
Envestnet Asset Management
Illinois
$3.69B
2
BlackRock
2
BlackRock
New York
$848M
3
LPL Financial
3
LPL Financial
California
$1.53B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$696M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$689M

Top Sellers

1
PCM
1
PAR Capital Management
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$109M
3
ACM
3
Advisors Capital Management
New Jersey
$346K
4
B
4
Barings
North Carolina
$4.99M
5
AWS
5
AJ Wealth Strategies
New York
$4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$131M 1,054,365 +1,027,613 +3,841%
SW
27
SVB Wealth
Massachusetts
$114M 915,288 -134,310 -13%
SC
28
Savant Capital
Illinois
$111M 891,499 +60,018 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$109M 875,829 -481,217 -35%
IWC
30
Integrated Wealth Concepts
Massachusetts
$107M 862,195 +124,763 +17%
RJA
31
Raymond James & Associates
Florida
$106M 852,202 +129,016 +18%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$99.9M 805,253 +674,051 +514%
PI
33
PFS Investments
Georgia
$95.9M 775,911 +188,416 +32%
Corient Private Wealth
34
Corient Private Wealth
Florida
$89.8M 723,605 +51,411 +8%
SFG
35
SNS Financial Group
Minnesota
$88M 709,671 +9,809 +1%
BL
36
Balentine LLC
Georgia
$87.3M 703,390 -2,275 -0.3%
GFS
37
GYL Financial Synergies
Connecticut
$81.1M 653,725 +54,364 +9%
JC
38
JB Capital
Connecticut
$80.8M 651,412 +651,412 New
HighTower Advisors
39
HighTower Advisors
Illinois
$76.3M 615,471 -168,262 -21%
OIA
40
OneDigital Investment Advisors
Kansas
$75.8M 611,139 +240,882 +65%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$69.6M 561,153 +210,351 +60%
WP
42
WealthSource Partners
California
$67.2M 542,039 +417,959 +337%
EWM
43
Empirical Wealth Management
Washington
$66.1M 532,463 +79,975 +18%
SMA
44
Sage Mountain Advisors
Georgia
$65.8M 530,492 -21,616 -4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$63.1M 508,332 +19,493 +4%
TF
46
TIAA FSB
Florida
$62.1M 500,546 +45,911 +10%
Cerity Partners
47
Cerity Partners
New York
$60.5M 490,359 +297,950 +155%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$59.2M 477,304 +221,063 +86%
SF
49
Synovus Financial
Georgia
$59.2M 476,926 +44,583 +10%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$57.4M 462,288 +23,524 +5%
1
2
3 4 5