QUAL icon

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

Top Sellers

1
PCM
PAR Capital Management
Massachusetts
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
3
ACM
Advisors Capital Management
New Jersey
$346K
4
B
Barings
North Carolina
$4.99M
5
AWS
AJ Wealth Strategies
New York
$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
776
Stock Yards Bank & Trust
Kentucky
$223K – – –
CIA
777
Cape Investment Advisory
Georgia
$223K +$223K +1,797 New
NCM
778
Northwest Capital Management
Oregon
$222K +$222K +1,791 New
BW
779
Bison Wealth
Georgia
$222K -$16.6K -133 -7%
SOS
780
Silver Oak Securities
Tennessee
$221K +$221K +1,781 New
EW
781
Enzi Wealth
Texas
$220K -$254K -2,032 -54%
TLFA
782
True Link Financial Advisors
California
$220K -$5.34K -43 -2%
WC
783
Waterloo Capital
Texas
$219K +$219K +1,763 New
GP
784
Girard Partners
Pennsylvania
$218K -$6.95K -56 -3%
HTHT
785
Hemenway Trust Hemenway Trust
New Hampshire
$217K +$217K +1,750 New
GWSA
786
Global Wealth Strategies & Associates
Colorado
$215K -$13.3K -107 -6%
MCCA
787
Mill Creek Capital Advisors
Pennsylvania
$213K +$213K +1,713 New
DI
788
DFPG Investments
Utah
$212K +$212K +1,705 New
CRC
789
Curi RMB Capital
Illinois
$207K +$207K +1,672 New
SFM
790
Signet Financial Management
New Jersey
$206K -$2.69M -21,709 -93%
KFC
791
Klingenstein Fields & Co
New York
$206K +$206K +1,658 New
LG
792
Leuthold Group
Minnesota
$205K -$23K -185 -10%
Wealthfront Advisers
793
Wealthfront Advisers
California
$204K +$204K +1,648 New
PWMG
794
Pinnacle Wealth Management Group
Michigan
$203K +$203K +1,635 New
HBWM
795
Hollow Brook Wealth Management
New York
$202K +$202K +1,631 New
CMI
796
Clare Market Investments
Texas
$202K -$751K -6,050 -79%
CA
797
Cambridge Advisors
Nebraska
$202K +$202K +1,625 New
CAM
798
CPA Asset Management
Florida
$201K +$201K +1,619 New
KFI
799
Key Financial Inc
Pennsylvania
$201K -$15.8K -127 -7%
OCM
800
Orion Capital Management
California
$195K +$3.85K +31 +2%
30 31
32
33 34