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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 %
CA
201
CGN Advisors
Kansas
$10.6M +$1.05M +8,431 +11%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$10.5M +$595K +4,797 +6%
MHS
203
M Holdings Securities
Oregon
$10.5M -$1.4M -11,303 -12%
AWA
204
ARQ Wealth Advisors
Arizona
$10.5M -$1.26M -10,172 -11%
HTC
205
Haverford Trust Company
Pennsylvania
$10.2M +$1.39M +11,183 +16%
AR
206
Apeiron RIA
Texas
$10.1M +$9.52M +76,751 +1,750%
AT
207
American Trust
Kentucky
$10M -$1.87M -15,200 -16%
GWAG
208
Garrett Wealth Advisory Group
Texas
$10M -$113K -911 -1%
SI
209
Stephens Inc
Arkansas
$9.89M +$5.34K +43 +0.1%
FAIM
210
Financial Advocates Investment Management
Washington
$9.8M +$2.16M +17,414 +28%
TWM
211
Tradition Wealth Management
Minnesota
$9.64M +$346K +2,790 +4%
CFO
212
Custos Family Office
Texas
$9.55M +$4.75M +38,311 +99%
EPA
213
Element Pointe Advisors
Florida
$9.52M +$8.39M +67,662 +744%
EFL
214
ERn Financial LLC
Wisconsin
$9.46M -$243K -1,959 -3%
CAG
215
Csenge Advisory Group
Florida
$9.36M +$3.4M +27,370 +57%
KAS
216
Kestra Advisory Services
Texas
$9.34M +$2.35M +18,933 +34%
SFS
217
Sowell Financial Services
Arkansas
$9.28M +$465K +3,752 +5%
PAWA
218
Palo Alto Wealth Advisors
California
$9.18M +$512K +4,128 +6%
ERWM
219
Elk River Wealth Management
Colorado
$9.17M -$194K -1,563 -2%
SAG
220
SageView Advisory Group
California
$9.17M -$8.24M -66,420 -47%
TFA
221
Tobias Financial Advisors
Florida
$9.16M -$1.38M -11,152 -13%
MFG
222
Monumental Financial Group
Maryland
$9.1M +$64.4K +519 +0.7%
MFA
223
Mayflower Financial Advisors
Massachusetts
$9.07M +$9.07M +73,140 New
SB
224
Strategic Blueprint
Georgia
$9.07M +$5.85M +47,187 +182%
BHWM
225
Bay Harbor Wealth Management
Maryland
$9.03M +$9.03M +72,746 New
7 8
9
10 11