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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
$3.69B
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 %
CTA
801
Colonial Trust Advisors
South Carolina
$187K – – –
Bessemer Group
802
Bessemer Group
New Jersey
$183K +$47.6K +383 +35%
CWM
803
Consultiva Wealth Management
Puerto Rico
$181K – – –
PPC
804
Park Place Capital
Alabama
$177K +$177K +1,423 New
AFS
805
Annapolis Financial Services
Maryland
$175K -$31.5K -254 -15%
EWM
806
Evermay Wealth Management
Virginia
$152K – – –
PWMG
807
Prestige Wealth Management Group
New Jersey
$152K – – –
SSB
808
Sandy Spring Bank
Maryland
$151K +$19.2K +155 +15%
PGAM
809
Princeton Global Asset Management
New Jersey
$145K – – –
WIM
810
WealthPlan Investment Management
Nebraska
$143K -$90.6K -730 -39%
M
811
MOTCO
Texas
$134K – – –
Qube Research & Technologies (QRT)
812
Qube Research & Technologies (QRT)
United Kingdom
$131K -$373K -3,004 -74%
GIA
813
Goodwin Investment Advisory
Georgia
$131K – – –
MPCG
814
Matrix Private Capital Group
New York
$130K – – –
JFA
815
JNBA Financial Advisors
Minnesota
$129K +$21.2K +171 +20%
AIC
816
Ayalon Insurance Company
Israel
$126K – – –
Barclays
817
Barclays
United Kingdom
$126K +$126K +1,016 New
WPWM
818
Western Pacific Wealth Management
Illinois
$124K – – –
MHR
819
Matthew Hamilton Rosenberg
$121K -$3.1K -25 -3%
Commonwealth Equity Services
820
Commonwealth Equity Services
Massachusetts
$120K +$39.1K +314,965 +48%
FA
821
Fortis Advisors
Pennsylvania
$113K -$8.73M -70,385 -99%
Jones Financial Companies
822
Jones Financial Companies
Missouri
$112K +$112K +900 New
BCV
823
Banque Cantonale Vaudoise
Switzerland
$108K – – –
RG
824
Retirement Group
California
$106K -$8.19K -66 -7%
CB
825
CNB Bank
Pennsylvania
$105K – – –
31 32
33
34 35