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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 %
TF
526
TimeScale Financial
Massachusetts
$1.02M +$1.02M +8,253 New
JSL
527
JT Stratford LLC
Georgia
$1.02M +$678K +5,466 +198%
MAM
528
Madison Asset Management
Wisconsin
$1.01M – – –
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$1.01M +$2.36K +19 +0.2%
ATC
530
Argent Trust Co
Tennessee
$1.01M -$122K -986 -11%
FFBTD
531
First Financial Bank - Trust Division
Ohio
$1.01M -$19.6K -158 -2%
EWA
532
EverSource Wealth Advisors
Alabama
$1.01M +$989K +7,971 +5,993%
YIH
533
Y-Intercept (HK)
Hong Kong
$1M +$393K +3,170 +65%
TC
534
Telemus Capital
Michigan
$998K +$998K +8,046 New
EA
535
Ergawealth Advisors
Illinois
$994K -$105K -849 -10%
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$973K -$3.72K -30 -0.4%
CWM
537
Congress Wealth Management
Massachusetts
$972K -$1.15M -9,301 -54%
HGERS
538
Householder Group Estate & Retirement Specialist
Arizona
$972K +$972K +7,834 New
TIM
539
Tortoise Investment Management
New York
$969K +$211K +1,698 +28%
SC
540
Stephens Consulting
Michigan
$940K -$11.7K -94 -1%
MIH
541
Meitav Investment House
Israel
$937K – – –
IAN
542
Integrated Advisors Network
Texas
$937K -$8.31K -67 -0.9%
Principal Financial Group
543
Principal Financial Group
Iowa
$936K +$257K +2,072 +38%
FHC
544
First Heartland Consultants
Missouri
$936K +$936K +7,544 New
D
545
Diversified
Delaware
$926K +$10.3K +83 +1%
IWM
546
Iams Wealth Management
Nebraska
$925K +$689K +5,635 +292%
CWM
547
Cornerstone Wealth Management
Missouri
$909K +$909K +7,331 New
TWA
548
Talisman Wealth Advisors
New Jersey
$906K – – –
ATPW
549
Ashton Thomas Private Wealth
Arizona
$902K +$251K +2,026 +39%
AFG
550
Atomi Financial Group
New York
$899K +$899K +7,247 New
20 21
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