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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

801 hedge funds and large institutions have $12.4B invested in iShares MSCI USA Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 302 increasing their positions, 313 reducing their positions, and 68 closing their positions.

Holders
801
Holders Change
-32
Holders Change %
-3.84%
% of All Funds
13.85%
Holding in Top 10
100
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.17%
% of All Funds
1.73%
New
47
Increased
302
Reduced
313
Closed
68
Calls
$1.73M
Puts
$239K
Net Calls
+$1.49M
Net Calls Change
+$8.75M

Top Buyers

1
PCM
1
PAR Capital Management
Massachusetts
$180M
2
B
2
Barings
North Carolina
$58.3M
3
BTI
3
Blue Trust Inc
Georgia
$173M
4
GI
4
Gradient Investments
Minnesota
$44.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$455M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$697M
2
Ameriprise
2
Ameriprise
Minnesota
$172M
3
RBA
3
Richard Bernstein Advisors
New York
$85.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.16B
5
LPL Financial
5
LPL Financial
California
$881M
Name Market Value Shares Shares
Change 		Shares
Change %
RF
226
Rollins Financial
Georgia
$4.28M 41,217 -1,691 -4%
LF
227
Lantz Financial
Illinois
$4.26M 40,967 -31,152 -43%
SFS
228
Sowell Financial Services
Arkansas
$4.21M 40,526 +40,526 New
CGFA
229
Colton Groome Financial Advisors
North Carolina
$4.14M 39,863 +10,975 +38%
HC
230
Hoese & Co
Minnesota
$4.1M 39,436 +11,261 +40%
TWC
231
TD Waterhouse Canada
Ontario, Canada
$4.1M 37,949 -8,909 -19%
JPG
232
Jordan Park Group
California
$4M 38,454 -10,182 -21%
AC
233
AlphaCore Capital
California
$3.99M 38,411 +9,983 +35%
SW
234
StrongBox Wealth
Missouri
$3.93M 37,815 -20,838 -36%
BCMO
235
Buckingham Capital Management (Ohio)
Ohio
$3.89M 37,434 +1,539 +4%
FFS
236
Founders Financial Securities
Maryland
$3.86M 37,149 +19,798 +114%
AT
237
Arden Trust
Delaware
$3.83M 36,871 – –
CG
238
Caprock Group
Idaho
$3.8M 36,586 +1,272 +4%
Two Sigma Investments
239
Two Sigma Investments
New York
$3.73M 35,900 -20,200 -36%
WIC
240
Woodmont Investment Counsel
Tennessee
$3.72M 35,823 -6,449 -15%
PLU
241
Performa Ltd (US)
South Carolina
$3.7M 35,610 +594 +2%
Millennium Management
242
Millennium Management
New York
$3.69M 35,524 +35,524 New
Prudential Financial
243
Prudential Financial
New Jersey
$3.67M 34,731 -21,131 -38%
LIA
244
LS Investment Advisors
Michigan
$3.59M 34,531 -20,610 -37%
SWM
245
Scissortail Wealth Management
Oklahoma
$3.56M 32,498 +32,498 New
UCFA
246
United Capital Financial Advisors
Texas
$3.52M 33,884 -341 -1%
MAG
247
MRA Advisory Group
New Jersey
$3.51M 33,302 +2,657 +9%
AAS
248
Avantax Advisory Services
Texas
$3.47M 33,348 -5,343 -14%
TC
249
Tacita Capital
Ontario, Canada
$3.46M 33,250 -2,160 -6%
TA
250
Tiedemann Advisors
New York
$3.44M 33,154 +15,689 +90%
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