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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 %
SS
576
Simplicity Solutions
Minnesota
$755K +$131K +1,058 +21%
CFCI
577
Comprehensive Financial Consultants Institutional
Indiana
$749K -$1.04M -8,371 -58%
CWM
578
Cahaba Wealth Management
Georgia
$748K +$442K +3,563 +144%
CA
579
Continuum Advisory
Idaho
$742K +$247K +1,988 +50%
DWP
580
Destiny Wealth Partners
Florida
$740K +$67.9K +547 +10%
MWM
581
Mascoma Wealth Management
New Hampshire
$731K -$54.9K -435 -7%
CA
582
Claro Advisors
Massachusetts
$725K +$283K +2,281 +64%
FCA
583
FLC Capital Advisors
California
$709K -$8.93K -72 -1%
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$704K -$8.76K -71 -1%
OLVIG
585
Oliver Lagore Vanvalin Investment Group
Michigan
$701K +$700K +5,645 +188,167%
VWA
586
Visionary Wealth Advisors
Illinois
$696K -$50.1K -404 -7%
HKIMG
587
Hutchens & Kramer Investment Management Group
Indiana
$670K +$177K +1,428 +36%
Deutsche Bank
588
Deutsche Bank
Germany
$670K -$249K -2,003 -27%
BCM
589
Beck Capital Management
Texas
$668K -$124 -1 -0%
BB
590
Busey Bank
Illinois
$663K -$155K -1,248 -19%
TA
591
TrueWealth Advisors
Alabama
$655K +$426K +3,433 +186%
PCIA
592
Prime Capital Investment Advisors
Kansas
$655K -$19.1M -154,135 -97%
SC
593
Saiph Capital
New Jersey
$653K -$124 -1 -0%
MWM
594
Meridian Wealth Management
Kentucky
$650K +$14.5K +117 +2%
SG
595
StoneX Group
New York
$642K +$67.9K +547 +12%
IAG
596
Investment Advisory Group
Massachusetts
$640K +$248 +2 +0%
GEA
597
Glen Eagle Advisors
New Jersey
$639K -$28.7K -231 -4%
Bank Julius Baer & Co
598
Bank Julius Baer & Co
Switzerland
$634K -$4.22K -34 -0.7%
DAS
599
Dynamic Advisor Solutions
Arizona
$632K -$43K -347 -6%
GAG
600
GM Advisory Group
New York
$630K +$630K +5,080 New
22 23
24
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