QUAL icon

iShares MSCI USA Quality Factor ETF

821 hedge funds and large institutions have $13.8B invested in iShares MSCI USA Quality Factor ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 244 increasing their positions, 350 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less funds holding in top 10

Funds holding in top 10: 10099 (-1)

30% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 350

71% less call options, than puts

Call options by funds: $2.2M | Put options by funds: $7.71M

Holders
821
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.2M
Puts
$7.71M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$166M
3 +$78.1M
4
BTI
Blue Trust Inc
Georgia
+$69.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.4M

Top Sellers

1 -$345M
2 -$206M
3 -$77.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$46.2M
5
Morgan Stanley
Morgan Stanley
New York
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$3.31M
252
$3.31M
253
$3.28M
254
$3.21M
255
$3.2M
256
$3.2M
257
$3.18M
258
$3.12M
259
$3.09M
260
$3.08M
261
$3.05M
262
$3.02M
263
$3.02M
264
$3.01M
265
$3M
266
$2.98M
267
$2.95M
268
$2.95M
269
$2.95M
270
$2.93M
271
$2.93M
272
$2.89M
273
$2.87M
274
$2.85M
275
$2.84M