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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

820 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.

Holders
820
Holders Change
+19
Holders Change %
+2.37%
% of All Funds
13.23%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.6%
New
106
Increased
244
Reduced
350
Closed
71
Calls
$2.2M
Puts
$7.72M
Net Calls
-$5.52M
Net Calls Change
-$7M

Top Buyers

1
FWI
1
Facet Wealth Inc
Maryland
$177M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.43B
3
BL
3
Balentine LLC
Georgia
$80.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$76.6M
5
BTI
5
Blue Trust Inc
Georgia
$231M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.85M
2
Bank of America
2
Bank of America
North Carolina
$559M
3
RBA
3
Richard Bernstein Advisors
New York
$16.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$549M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
251
Focus Financial Network
Minnesota
$3.31M 29,014 +1,040 +4%
RVPG
252
Relative Value Partners Group
$3.31M 29,002 -1,956 -6%
FFP
253
FourThought Financial Partners
Florida
$3.28M 28,794 +28,794 New
CCA
254
Column Capital Advisors
Indiana
$3.21M 28,186 -450 -2%
BWM
255
BCGM Wealth Management
Indiana
$3.2M 28,104 -943 -3%
IFWM
256
Institute for Wealth Management
Colorado
$3.2M 28,094 -2,422 -8%
GRP
257
Global Retirement Partners
California
$3.18M 27,870 -449 -2%
RF
258
Rollins Financial
Georgia
$3.12M 27,386 -13,831 -34%
SW
259
StrongBox Wealth
Missouri
$3.09M 27,107 -10,708 -28%
RSWM
260
Robertson Stephens Wealth Management
California
$3.08M 27,053 -1,130 -4%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$3.05M 26,752 -405,111 -94%
OPS
262
Orion Portfolio Solutions
Nebraska
$3.02M 26,510 +4,430 +20%
AWP
263
Ascent Wealth Partners
New York
$3.02M 26,512 -271 -1%
FFS
264
Founders Financial Securities
Maryland
$3.01M 26,376 -10,773 -29%
PAG
265
Private Advisor Group
New Jersey
$3M 175,751 -10,653 -6%
RJT
266
Raymond James Trust
Florida
$2.98M 26,126 -335 -1%
AC
267
Annandale Capital
Texas
$2.95M 25,924 +7,566 +41%
SB
268
Strategic Blueprint
Georgia
$2.95M 25,881 -985 -4%
WFAG
269
Worth Financial Advisory Group
North Carolina
$2.95M 25,879 +25,879 New
DWT
270
Dorsey & Whitney Trust
South Dakota
$2.93M 25,750 -367 -1%
MCM
271
Mattern Capital Management
Colorado
$2.93M 25,720 -270 -1%
FHA
272
First Horizon Advisors
Tennessee
$2.89M 25,400 -54,674 -68%
CWM
273
Cabot Wealth Management
Massachusetts
$2.87M 25,163 +1,076 +4%
CIAS
274
CFS Investment Advisory Services
New Jersey
$2.85M 25,017 -3,028,984 -99%
WWM
275
Western Wealth Management
Colorado
$2.84M 24,943 -30,015 -55%
9 10
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