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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 %
FAM
501
Formidable Asset Management
Ohio
$1.23M +$6.98K +56 +0.6%
JWBC
502
John W. Brooker & Co
California
$1.23M +$3K +24 +0.2%
IGWM
503
ICA Group Wealth Management
Colorado
$1.22M -$1.1M -8,900 -48%
TC
504
Trust Company
Kansas
$1.21M -$25.1K -202 -2%
CFD
505
Creative Financial Designs
Indiana
$1.2M +$1.01M +8,134 +523%
SFP
506
Shepherd Financial Partners
Massachusetts
$1.2M -$126K -1,016 -10%
MWM
507
MBE Wealth Management
Wisconsin
$1.19M +$2.85K +23 +0.2%
RF
508
RHS Financial
California
$1.17M +$717K +5,778 +157%
UWM
509
USAdvisors Wealth Management
Minnesota
$1.16M -$23.4K -189 -2%
SPI
510
Sutton Place Investors
New York
$1.15M +$1.15M +9,270 New
ECM
511
Evergreen Capital Management
Washington
$1.13M +$6.2K +50 +0.6%
MHB
512
Midwest Heritage Bank
Iowa
$1.12M -$256K -2,062 -19%
BHPW
513
Beverly Hills Private Wealth
California
$1.11M +$1.11M +8,954 New
NRC
514
New Republic Capital
North Carolina
$1.1M +$383K +3,087 +54%
KIA
515
KCM Investment Advisors
California
$1.09M +$124K +996 +13%
AWM
516
Apollon Wealth Management
South Carolina
$1.08M +$686K +5,529 +174%
ACA
517
Ackerman Capital Advisors
Texas
$1.07M -$620 -5 -0.1%
BWM
518
Bulltick Wealth Management
Florida
$1.07M +$1.07M +8,630 New
Betterment LLC
519
Betterment LLC
New York
$1.06M +$474K +3,821 +81%
ACM
520
Absolute Capital Management
Pennsylvania
$1.05M +$1.05M +8,486 New
CAM
521
Cozad Asset Management
Illinois
$1.05M +$62.7K +505 +6%
VF
522
VitalStone Financial
Texas
$1.05M +$1.05M +7,169 +35,845%
WDG
523
Wealth Dimensions Group
Ohio
$1.04M +$2.48K +20 +0.2%
LA
524
LexAurum Advisors
Kansas
$1.04M +$767K +6,183 +285%
FCH
525
Freestone Capital Holdings
Washington
$1.02M -$20.2K -163 -2%
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