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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 %
CW
76
CreativeOne Wealth
Kansas
$40.3M 324,561 +321,946 +12,312%
WDL
77
Well Done LLC
Michigan
$39.1M 315,515 -8,893 -3%
SPIA
78
Steward Partners Investment Advisory
New York
$38.6M 311,476 +76,205 +32%
MWM
79
Merriman Wealth Management
Washington
$38.5M 310,723 -18,188 -6%
PO
80
Private Ocean
California
$37.9M 305,665 -69,358 -18%
EH
81
Equitable Holdings
New York
$34.6M 279,230 -5,172 -2%
BWM
82
Baron Wealth Management
Michigan
$33.8M 272,086 +58,067 +27%
TWM
83
TMD Wealth Management
Arizona
$33.3M 268,282 +9,472 +4%
BCM
84
Brookstone Capital Management
Illinois
$32.8M 261,989 -75,012 -22%
AF
85
Allworth Financial
California
$32.8M 263,989 +97,663 +59%
CA
86
Cetera Advisors
Colorado
$32.5M 261,879 +186,055 +245%
AI
87
Atria Investments
North Carolina
$32.3M 260,207 +240,617 +1,228%
HCA
88
Heck Capital Advisors
Wisconsin
$32.3M 260,155 +7,287 +3%
SP
89
Symmetry Partners
Connecticut
$31.1M 251,842 +17,007 +7%
CIAS
90
Capital Investment Advisory Services
North Carolina
$30.3M 244,177 -2,595 -1%
TCM
91
TD Capital Management
Tennessee
$29.9M 241,353 -10,858 -4%
APW
92
Austin Private Wealth
Texas
$29.6M 238,784 +238,784 New
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$29.4M 236,832 +158,139 +201%
Prudential Financial
94
Prudential Financial
New Jersey
$29.2M 235,640 +206,436 +707%
BWL
95
Bogart Wealth LLC
Virginia
$29.2M 235,479 +4,555 +2%
CIAS
96
CFS Investment Advisory Services
New Jersey
$28.6M 230,587 +205,570 +822%
RW
97
RVW Wealth
California
$27.3M 219,918 -67,882 -24%
SHJ
98
Sharkey, Howes & Javer
Colorado
$26.9M 216,743 +212,914 +5,561%
EWA
99
EP Wealth Advisors
California
$26.9M 83,673 +78,131 +1,410%
FFA
100
Fragasso Financial Advisors
Pennsylvania
$26.6M 214,315 +10,247 +5%
2 3
4
5 6