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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 %
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$26.4M 212,708 +6,438 +3%
SFI
102
SPC Financial Inc
Maryland
$26.2M 210,925 +50,008 +31%
WWG
103
West Wealth Group
California
$25.6M 206,741 +206,741 New
Franklin Resources
104
Franklin Resources
California
$25.2M 203,258 -61,010 -23%
KCM
105
Kathmere Capital Management
Pennsylvania
$25.1M 202,671 +457 +0.2%
SFS
106
Security Financial Services
Indiana
$24.3M 196,193 +22,183 +13%
LWA
107
Lineweaver Wealth Advisors
Ohio
$24.1M 194,230 +194,230 New
FG
108
Foster Group
Iowa
$24.1M 194,180 +10,131 +6%
HFA
109
High Falls Advisors
New York
$24M 193,433 +193,433 New
PAG
110
Private Advisor Group
New Jersey
$24M 193,147 +17,396 +10%
FIA
111
Foundations Investment Advisors
Arizona
$23.9M 192,666 +70,113 +57%
PFA
112
Pettinga Financial Advisors
Indiana
$23.9M 192,457 +192,457 New
AF
113
Apexium Financial
Texas
$23.3M 188,131 +940 +0.5%
IWP
114
Icon Wealth Partners
Texas
$23.3M 188,035 +188,035 New
SWA
115
Strategies Wealth Advisors
Michigan
$23.3M 187,781 +12,154 +7%
OPS
116
Orion Portfolio Solutions
Nebraska
$23.2M 186,645 +160,135 +604%
BCI
117
Brinker Capital Investments
Pennsylvania
$23.2M 186,645 +168,909 +952%
BFPW
118
BOK Financial Private Wealth
Colorado
$23.1M 186,494 -3,515 -2%
AAS
119
Ameritas Advisory Services
Nebraska
$22.6M 180,787 -9,784 -5%
MFG
120
Merit Financial Group
Georgia
$22M 177,676 +127,225 +252%
CG
121
CFO4Life Group
Texas
$22M 177,335 +34,448 +24%
SW
122
SteelPeak Wealth
California
$21.8M 175,999 +175,999 New
HGWM
123
Horst & Graben Wealth Management
Oregon
$21.3M 171,929 +171,929 New
TWM
124
Tanglewood Wealth Management
Texas
$20.4M 164,602 -1,729 -1%
SWP
125
Summit Wealth Partners
Florida
$20.3M 163,932 -4,383 -3%
3 4
5
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