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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 %
Kovitz Investment Group Partners
651
Kovitz Investment Group Partners
Illinois
$459K – – –
G
652
GenTrust
Florida
$451K – – –
MW
653
MBL Wealth
North Carolina
$450K – – –
OFG
654
Oxford Financial Group
Indiana
$449K -$14.6K -118 -3%
SCP
655
Syntal Capital Partners
Texas
$447K +$496 +4 +0.1%
SFA
656
Sequoia Financial Advisors
Ohio
$445K +$18.7K +151 +4%
CB
657
Commerce Bank
Missouri
$444K +$64.6K +521 +17%
PCM
658
Parsons Capital Management
Rhode Island
$441K +$18.7K +151 +4%
EFS
659
Essex Financial Services
Connecticut
$441K -$57.7K -465 -12%
MW
660
Marcum Wealth
Ohio
$439K -$19.5K -157 -4%
HS
661
Horan Securities
United States
$438K -$28.7K -231 -6%
MA
662
MKT Advisors
California
$430K +$430K +3,489 New
SWP
663
Semus Wealth Partners
Florida
$430K +$430K +3,469 New
NEPPG
664
New England Professional Planning Group
Rhode Island
$426K -$451K -3,647 -51%
WA
665
Waddell & Associates
Tennessee
$426K -$82.3K -663 -16%
AL
666
Aspiriant LLC
California
$425K – – –
FNWM
667
Financial Network Wealth Management
Utah
$425K – – –
AIP
668
Ahrens Investment Partners
Louisiana
$424K -$418K -3,370 -50%
SIC
669
Salem Investment Counselors
North Carolina
$420K +$16.5K +133 +4%
FCM
670
Firestone Capital Management
Florida
$420K +$3.6K +29 +0.9%
FPAS
671
Focus Partners Advisor Solutions
Missouri
$419K +$419K +3,374 New
CWA
672
Clearview Wealth Advisors
Oregon
$418K +$139K +1,117 +50%
LL
673
LWMG LLC
Minnesota
$418K +$418K +3,366 New
CAAS
674
Capital Asset Advisory Services
Michigan
$417K -$2.11K -17 -0.5%
MWM
675
Mission Wealth Management
California
$415K -$34.2K -276 -8%
25 26
27
28 29