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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.

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
1
Envestnet Asset Management
Illinois
$3.69B
2
BlackRock
2
BlackRock
New York
$848M
3
LPL Financial
3
LPL Financial
California
$1.53B
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$696M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$689M

Top Sellers

1
PCM
1
PAR Capital Management
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$109M
3
ACM
3
Advisors Capital Management
New Jersey
$346K
4
B
4
Barings
North Carolina
$4.99M
5
AWS
5
AJ Wealth Strategies
New York
$4M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
951
Wagner Wealth Management
South Carolina
– – -221 Closed
JHP
952
James Hambro & Partners
United Kingdom
– – -200 Closed
JIR
953
James Investment Research
Ohio
– – -200 Closed
RBC
954
Romano Brothers & Co
Illinois
– – -200 Closed
AWM
955
Accurate Wealth Management
Florida
– – -120 Closed
LWP
956
Laurel Wealth Planning
Minnesota
– – -82 Closed
WA
957
Win Advisors
Florida
– – -62 Closed
CSPAM
958
Cary Street Partners Asset Management
Virginia
– – -60 Closed
FCAS
959
First Command Advisory Services
Texas
– – -41 Closed
CPFP
960
Clear Perspectives Financial Planning
Ohio
– – -25 Closed
LFA
961
LGT Financial Advisors
Texas
– – -23 Closed
SC
962
SouthState Corp
Florida
– – -23 Closed
GFWA
963
Grey Fox Wealth Advisors
Delaware
– – -11 Closed
BCMIO
964
Beacon Capital Management Inc (Ohio)
Ohio
– – -10 Closed
KIA
965
Kraematon Investment Advisors
Massachusetts
– – -7 Closed
WOSD
966
WFA of San Diego
California
– – -5 Closed
Susquehanna International Group
967
Susquehanna International Group
Pennsylvania
– – – –
CG
968
Cutler Group
California
– – – –
Belvedere Trading
969
Belvedere Trading
Illinois
– – – –
SSG
970
Summit Securities Group
New York
$0 1 +1 New
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