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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.69B 29,707,929 +24,582,578 +480%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.59B 12,827,329 +257,139 +2%
LPL Financial
3
LPL Financial
California
$1.53B 12,348,358 +3,901,463 +46%
Morgan Stanley
4
Morgan Stanley
New York
$856M 6,901,171 +2,082,083 +43%
BlackRock
5
BlackRock
New York
$848M 6,831,614 +4,051,296 +146%
Bank of America
6
Bank of America
North Carolina
$775M 6,243,670 +1,340,899 +27%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$696M 5,609,151 +3,583,785 +177%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$689M 5,555,585 +3,372,804 +155%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$489M 3,940,951 -163,368 -4%
UBS Group
10
UBS Group
Switzerland
$484M 3,904,635 -45,844 -1%
KeyBank National Association
11
KeyBank National Association
Ohio
$447M 3,599,849 -46,757 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$395M 3,179,902 +2,259,296 +245%
M&T Bank
13
M&T Bank
New York
$393M 3,171,671 +1,259,636 +66%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$361M 2,913,485 +2,085,944 +252%
PAS
15
Park Avenue Securities
New York
$303M 2,444,809 +2,421,573 +10,422%
Wells Fargo
16
Wells Fargo
California
$302M 2,437,426 -159,501 -6%
BTI
17
Blue Trust Inc
Georgia
$285M 2,499,180 +279,142 +13%
Ameriprise
18
Ameriprise
Minnesota
$239M 1,924,935 +247,797 +15%
HI
19
Horizon Investments
North Carolina
$223M 1,796,645 +841,223 +88%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$193M 1,551,639 +1,280,063 +471%
FWI
21
Facet Wealth Inc
Maryland
$188M 1,518,428 +73,918 +5%
MML Investors Services
22
MML Investors Services
Massachusetts
$179M 1,444,238 +1,188,272 +464%
CWM
23
Connecticut Wealth Management
Connecticut
$179M 1,442,182 +46,873 +3%
WBG
24
Wharton Business Group
Pennsylvania
$168M 1,356,173 +76,275 +6%
Stifel Financial
25
Stifel Financial
Missouri
$157M 1,267,240 +284,548 +29%
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