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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 %
RFC
626
Regions Financial Corp
Alabama
$535K +$292K +2,355 +120%
SPW
627
Sonoma Private Wealth
California
$533K +$75.9K +612 +17%
CCA
628
Clearwater Capital Advisors
Illinois
$531K -$192K -1,546 -27%
CWC
629
Carolinas Wealth Consulting
North Carolina
$522K +$1.61K +13 +0.3%
WSWA
630
Warren Street Wealth Advisors
California
$520K -$21.6K -174 -4%
AIM
631
Anchor Investment Management
South Carolina
$517K +$7.44K +60 +1%
WLIM
632
White Lighthouse Investment Management
Massachusetts
$506K -$58.7K -473 -10%
WFC
633
Western Financial Corp
California
$504K +$504K +4,065 New
UFA
634
US Financial Advisors
Massachusetts
$503K – – –
SPWM
635
Schrum Private Wealth Management
Florida
$503K +$37.2K +300 +8%
GIM
636
Goelzer Investment Management
Indiana
$499K – – –
3LCM
637
3D/L Capital Management
Connecticut
$491K +$491K +3,955 New
LFG
638
Larson Financial Group
Missouri
$490K -$38K -306 -7%
IRC
639
Investors Research Corp
Georgia
$485K +$16.4K +132 +3%
CSWM
640
Cassady Schiller Wealth Management
Ohio
$483K +$27.4K +221 +6%
Fisher Asset Management
641
Fisher Asset Management
Washington
$480K +$480K +3,865 New
BTW
642
Boston Trust Walden
Massachusetts
$476K -$85.2K -687 -15%
NCM
643
NCM Capital Management
New Jersey
$476K -$174K -1,401 -27%
AWM
644
Alterna Wealth Management
Texas
$474K +$474K +3,817 New
VA
645
Valmark Advisers
Ohio
$471K +$168K +1,357 +56%
YWS
646
Yarger Wealth Strategies
Ohio
$470K +$8.06K +65 +2%
BCMO
647
Buckingham Capital Management (Ohio)
Ohio
$467K -$443K -3,571 -49%
V
648
Veritable
Delaware
$467K +$467K +3,767 New
PP
649
Prudential plc
United Kingdom
$467K +$11.2K +90 +2%
IA
650
IFG Advisory
Georgia
$466K -$16.6K -134 -3%
24 25
26
27 28