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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 %
LNC
476
Lincoln National Corp
Pennsylvania
$1.41M +$69.2K +558 +5%
TC
477
TownSquare Capital
Utah
$1.4M +$1.1M +8,895 +369%
HIM
478
Hanlon Investment Management
New Jersey
$1.4M +$1.4M +11,244 New
SPWG
479
Syntegra Private Wealth Group
Missouri
$1.39M +$441K +3,553 +47%
MCC
480
Money Concepts Capital
Florida
$1.38M +$937K +80,931 +210%
RPGK
481
Retirement Planning Group (Kansas)
Kansas
$1.37M -$16.1K -130 -1%
TP
482
Tranquility Partners
Tennessee
$1.37M +$9.06K +73 +0.7%
GVAG
483
Great Valley Advisor Group
Delaware
$1.36M +$53K +427 +4%
William Blair & Company
484
William Blair & Company
Illinois
$1.36M -$245K -1,972 -15%
AT
485
Arden Trust
Delaware
$1.35M -$2.99M -24,123 -69%
SWM
486
Sugarloaf Wealth Management
Georgia
$1.34M – – –
TWM
487
Thrive Wealth Management
Pennsylvania
$1.34M -$49.8K -401 -4%
CPC
488
Consolidated Planning Corp
Georgia
$1.34M -$123K -992 -8%
PCA
489
Peddock Capital Advisors
Massachusetts
$1.32M +$347K +2,794 +36%
FEG
490
Financial Enhancement Group
Indiana
$1.32M -$37K -298 -3%
DWA
491
Delos Wealth Advisors
Texas
$1.31M -$597K -4,810 -31%
WFM
492
Wolff Financial Management
Michigan
$1.31M -$262K -2,115 -17%
KP
493
Keel Point
Alabama
$1.29M +$744 +6 +0.1%
V
494
ViaWealth
Kansas
$1.29M -$1.26M -10,161 -49%
LSA
495
L & S Advisors
California
$1.27M +$1.27M +10,275 New
AWA
496
Arete Wealth Advisors
Illinois
$1.26M +$1.04M +8,372 +474%
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$1.25M +$20.7K +167 +2%
MWM
498
Mattern Wealth Management
Kansas
$1.25M -$69.2K -558 -5%
NRI
499
NFP Retirement Inc
California
$1.25M +$1.25M +10,095 New
FPGK
500
Financial Partners Group (Kansas)
Kansas
$1.24M -$6.08K -49 -0.5%
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