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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 %
MAM
251
Madison Asset Management
Wisconsin
$3.4M 32,679 -14,172 -30%
SFM
252
Signet Financial Management
New Jersey
$3.36M 32,275 +1,295 +4%
VIM
253
Vista Investment Management
Pennsylvania
$3.32M 31,891 +352 +1%
TWA
254
TCI Wealth Advisors
Arizona
$3.28M 31,518 -2,203 -7%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$3.26M 31,374 -1,630 -5%
FA
256
Fortis Advisors
Pennsylvania
$3.23M 94,899 -23,484 -20%
RVPG
257
Relative Value Partners Group
$3.22M 30,958 -84 -0.3%
AC
258
Avant Capital
Louisiana
$3.21M 30,837 +285 +0.9%
FF
259
FourThought Financial
Florida
$3.2M 30,813 +2,395 +8%
ELI
260
Empire Life Investments
Ontario, Canada
$3.2M 30,747 -8,200 -21%
GSC
261
G&S Capital
Colorado
$3.2M 30,746 +199 +0.7%
GRP
262
Global Retirement Partners
California
$3.19M 28,319 -1,942 -6%
BWM
263
BCGM Wealth Management
Indiana
$3.18M 29,047 -1,167 -4%
IFWM
264
Institute for Wealth Management
Colorado
$3.17M 30,516 -1,248 -4%
SPC
265
Sigma Planning Corp
Michigan
$3.16M 30,388 +3,411 +13%
AF
266
Advisornet Financial
Minnesota
$3.13M 30,069 -1,579 -5%
APA
267
American Portfolios Advisors
New York
$3.1M 29,836 -536 -2%
CIAS
268
CFS Investment Advisory Services
New Jersey
$3.05M 3,054,001 +3,018,127 +8,413%
MIAN
269
Mariner Independent Advisor Network
Kansas
$3.05M 29,303 -12,107 -29%
CCA
270
Column Capital Advisors
Indiana
$2.98M 28,636 – –
RSWM
271
Robertson Stephens Wealth Management
California
$2.93M 28,183 +1,075 +4%
FFN
272
Focus Financial Network
Minnesota
$2.92M 27,974 +1,192 +4%
MCC
273
Money Concepts Capital
Florida
$2.91M 27,994 +141 +0.5%
LNB
274
Ledyard National Bank
$2.89M 27,845 -112 -0.4%
ACG
275
Allen Capital Group
Nebraska
$2.88M 27,660 -6,880 -20%
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