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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.

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
1
Envestnet Asset Management
Illinois
$3.69B
2
BlackRock
2
BlackRock
New York
$848M
3
LPL Financial
3
LPL Financial
California
$1.53B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$696M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$689M

Top Sellers

1
PCM
1
PAR Capital Management
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$109M
3
ACM
3
Advisors Capital Management
New Jersey
$346K
4
B
4
Barings
North Carolina
$4.99M
5
AWS
5
AJ Wealth Strategies
New York
$4M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$56.2M 453,137 +3,176 +0.7%
AWS
52
Atria Wealth Solutions
New York
$56.1M 452,551 +256,915 +131%
UA
53
Unison Advisors
District of Columbia
$55.2M 444,913 +195,323 +78%
NA
54
NewEdge Advisors
Louisiana
$54.6M 440,132 +360,982 +456%
CAN
55
Cetera Advisor Networks
California
$54.4M 438,535 +301,768 +221%
JIC
56
Johnson Investment Counsel
Ohio
$53M 427,416 -9,949 -2%
AWM
57
AE Wealth Management
Kansas
$52.5M 423,493 +303,322 +252%
SOMRS
58
State of Michigan Retirement System
Michigan
$52.4M 422,300 -40,050 -9%
GI
59
Gradient Investments
Minnesota
$51.3M 413,841 -13,378 -3%
1WM
60
1900 Wealth Management
Texas
$51.2M 437,627 -3,047 -0.7%
US Bancorp
61
US Bancorp
Minnesota
$51.1M 411,565 -102,739 -20%
SC
62
Schoolcraft Capital
Colorado
$49.4M 398,202 +1,249 +0.3%
IDA
63
Intelligence Driven Advisers
California
$48.5M 393,498 +5,676 +1%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$47.9M 386,446 +3,497 +0.9%
NAM
65
Nissay Asset Management
Japan
$47.2M 380,396 +244,750 +180%
BAAM
66
Baker Avenue Asset Management
California
$45.8M 368,824 +13,557 +4%
TC
67
Trilogy Capital
California
$45.2M 363,990 +9,276 +3%
CHP
68
Cable Hill Partners
Oregon
$45.1M 363,271 +43,345 +14%
AIA
69
Angeles Investment Advisors
California
$44.7M 360,500 +360,500 New
PA
70
Pinnacle Associates
New York
$43.5M 350,371 +3,818 +1%
OWM
71
Orgel Wealth Management
Wisconsin
$43.2M 348,520 +8,917 +3%
HFS
72
Howard Financial Services
Texas
$43M 346,775 -9,588 -3%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$41.5M 336,675 +131,039 +64%
FA
74
Financial Advisors
Massachusetts
$41.4M 333,819 +9,058 +3%
CAM
75
Cresset Asset Management
Illinois
$40.8M 329,076 +3,032 +0.9%
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3
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