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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 %
JAG
126
Journey Advisory Group
Kentucky
$20.1M +$19.4M +156,151 +2,563%
BWM
127
Baystate Wealth Management
Massachusetts
$20.1M +$3.15M +25,415 +19%
Truist Financial
128
Truist Financial
North Carolina
$20M +$14.2M +114,215 +243%
CSWG
129
Cardinal Strategic Wealth Guidance
Kentucky
$19.9M +$3.75M +30,220 +23%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$19.9M +$19.9M +160,268 New
ACM
131
Armbruster Capital Management
New York
$19.9M +$481K +3,873 +2%
IWS
132
Insight Wealth Strategies
California
$19.5M -$447K -3,606 -2%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$19.4M +$4.2M +33,886 +28%
PCA
134
Prosperity Capital Advisors
Ohio
$18.6M +$18.6M +149,930 New
SWA
135
Sax Wealth Advisors
New Jersey
$18.4M +$400K +3,228 +2%
DLIC
136
Daido Life Insurance Company
Japan
$18.1M – – –
HSG
137
Helen Stephens Group
Texas
$17.9M +$1.31M +10,555 +8%
MMA
138
Miracle Mile Advisors
California
$17.9M +$17.9M +143,896 New
CA
139
Centerpoint Advisors
Massachusetts
$17.7M -$176K -1,417 -1%
FM
140
Family Management
New York
$17.3M +$7.38M +59,494 +74%
KFSC
141
Keystone Financial Services (Colorado)
Colorado
$17.1M +$17.1M +138,154 New
CFFP
142
Center for Financial Planning
Michigan
$17M -$1.05M -8,475 -6%
BRWA
143
B. Riley Wealth Advisors
Florida
$17M +$14.4M +115,747 +538%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$17M -$5.33M -42,957 -24%
AWAG
145
ARS Wealth Advisors Group
Florida
$16.6M +$161K +1,295 +1%
VHAM
146
Van Hulzen Asset Management
California
$16.6M +$2.47M +19,870 +17%
GT
147
Glenmede Trust
Pennsylvania
$16.4M +$1.69M +13,602 +11%
AAS
148
Avantax Advisory Services
Texas
$16.3M +$11.8M +94,997 +260%
SHIM
149
Stone House Investment Management
Pennsylvania
$16.3M +$16.3M +131,362 New
LWM
150
Liberty Wealth Management
California
$16.3M +$16.3M +131,022 New
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