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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 %
MPW
926
MGO Private Wealth
California
– -$359K -3,148 Closed
API
927
Advisor Partners II
California
– -$342K -3,000 Closed
IWA
928
IBEX Wealth Advisors
New Jersey
– -$288K -2,531 Closed
EFH
929
Eaton Financial Holdings
Florida
– -$275K -2,415 Closed
CL
930
COWA LLC
Oklahoma
– -$314K -2,413 Closed
WGCA
931
Wolf Group Capital Advisors
Virginia
– -$263K -2,306 Closed
FPCP
932
Fort Point Capital Partners
California
– -$255K -2,239 Closed
RCA
933
Resonant Capital Advisors
Wisconsin
– -$217K -1,907 Closed
GLA
934
Good Life Advisors
Pennsylvania
– -$209K -1,830 Closed
RIA
935
Realta Investment Advisors
Delaware
– -$197K -1,727 Closed
SFC
936
SYM Financial Corp
Indiana
– -$170K -1,494 Closed
CS
937
Credit Suisse
Switzerland
– -$165K -1,446 Closed
FA
938
Fiduciary Alliance
South Carolina
– -$163K -1,432 Closed
LS
939
Leelyn Smith
Illinois
– -$162K -1,421 Closed
AAMA
940
Advanced Asset Management Advisors
Ohio
– -$158K -1,383 Closed
FCA
941
Fortis Capital Advisors
Kansas
– -$119K -1,045 Closed
AF
942
Arrow Financial
New York
– -$101K -886 Closed
AWM
943
Activest Wealth Management
Florida
– -$100K -880 Closed
ZIG
944
Zullo Investment Group
Pennsylvania
– -$61.3K -538 Closed
TA
945
Tectonic Advisors
Texas
– -$55.8K -490 Closed
YDMI
946
Y.D. More Investments
Israel
– -$45.8K -400 Closed
WHG
947
Westwood Holdings Group
Texas
– -$30K -263 Closed
KOMWMG
948
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$29K -256 Closed
PIMG
949
Patriot Investment Management Group
Tennessee
– -$28.4K -233 Closed
NC
950
NewSquare Capital
Pennsylvania
– -$26.4K -232 Closed
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