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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 %
ICM
826
Islay Capital Management
Texas
$99.3K – – –
HR
827
Howe & Rusling
New York
$99.1K -$1.74K -14 -2%
ST
828
Smithfield Trust
Pennsylvania
$95K – – –
SFSG
829
Sound Financial Strategies Group
Mississippi
$91.7K -$11.4K -92 -11%
AAG
830
Armstrong Advisory Group
Massachusetts
$83.4K -$26.7K -215 -24%
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$83.4K +$5.21K +42 +7%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$80.3K – – –
CWP
833
Concord Wealth Partners
Virginia
$71.5K -$18.2K -147 -20%
UB
834
UMB Bank
Missouri
$70.8K -$4.71K -38 -6%
SCA
835
Stonebridge Capital Advisors
Minnesota
$68.2K +$55.9K +450 +455%
SN
836
Sittner & Nelson
Oregon
$63.4K – – –
JWA
837
JFS Wealth Advisors
Pennsylvania
$63.2K – – –
FPFS
838
First Personal Financial Services
North Carolina
$60.2K – – –
AWM
839
Atticus Wealth Management
Florida
$59.1K -$38.9K -314 -40%
TFGT
840
TS Financial Group (TSFG)
Illinois
$59K – – –
CFO
841
CVA Family Office
Colorado
$57.8K – – –
AAP
842
Arax Advisory Partners
Colorado
$53K +$124 +1 +0.2%
AWM
843
AllSquare Wealth Management
New York
$52.7K – – –
LC
844
Lindbrook Capital
California
$52.6K – – –
FWP
845
FAS Wealth Partners
Kansas
$52.5K -$17.4K -140 -25%
CHA
846
Carmichael Hill & Associates
Maryland
$51.6K – – –
FFA
847
Founders Financial Alliance
North Carolina
$50.7K – – –
GTAM
848
Global Trust Asset Management
Florida
$48.4K +$48.4K +390 New
Kayne Anderson Rudnick Investment Management
849
Kayne Anderson Rudnick Investment Management
California
$45.5K – – –
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K -$3.23K -26 -7%
32 33
34
35 36