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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 %
AWM
851
Avior Wealth Management
Nebraska
$43.4K -$745 -6 -2%
TAM
852
Tucker Asset Management
Colorado
$38.3K -$620 -5 -2%
LF
853
Lee Financial
Texas
$37.7K +$124 +1 +0.3%
PB
854
Pinnacle Bancorp
Nebraska
$37.7K +$19.7K +159 +110%
KC
855
Kenfarb & Co
Kentucky
$35.9K – – –
HIA
856
Harbor Investment Advisory
Maryland
$35.4K +$35.4K +285 New
BBHC
857
Brown Brothers Harriman & Co
New York
$34.5K – – –
WIM
858
Westside Investment Management
California
$34.2K – – –
PPFA
859
Provida Pension Fund Administrator
Chile
$32.8K – – –
AP
860
Arlington Partners
Alabama
$32.4K – – –
BA
861
Bellwether Advisors
Nebraska
$31.1K -$23K -185 -42%
FMB
862
Field & Main Bank
Kentucky
$28.8K – – –
TCWA
863
Ten Capital Wealth Advisors
Washington
$28.7K – – –
PAI
864
Pittenger & Anderson Inc
Nebraska
$27K – – –
TH
865
TCTC Holdings
Texas
$26.7K – – –
GBT
866
Grove Bank & Trust
Florida
$26.3K +$26.3K +212 New
KTC
867
Kistler-Tiffany Companies
Pennsylvania
$26.1K -$24.7K -199 -49%
WAM
868
Worth Asset Management
Texas
$25.3K – – –
PP
869
PrairieView Partners
Minnesota
$25K +$25K +202 New
AWM
870
Accel Wealth Management
Iowa
$25K – – –
BF
871
BOK Financial
Oklahoma
$22.8K +$22.8K +184 New
CBT
872
CoreFirst Bank & Trust
Kansas
$22.6K – – –
SSC
873
Syverson Strege & Co
Iowa
$21.7K -$255K -2,058 -92%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$20.6K – – –
KHC
875
Koesten Hirschmann & Crabtree
Kansas
$18.9K +$18.9K +152 New
33 34
35
36 37