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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 %
CAN
276
Claraphi Advisory Network
United States
$2.85M 27,375 -16,298 -37%
Creative Planning
277
Creative Planning
Kansas
$2.8M 26,890 -17,194 -39%
SB
278
Strategic Blueprint
Georgia
$2.79M 26,866 -538 -2%
AWP
279
Ascent Wealth Partners
New York
$2.78M 26,783 +418 +2%
RJT
280
Raymond James Trust
Florida
$2.75M 26,461 +1,666 +7%
DWT
281
Dorsey & Whitney Trust
South Dakota
$2.72M 26,117 -57 -0.2%
DWM
282
Dakota Wealth Management
Florida
$2.71M 26,061 -74,859 -74%
MCM
283
Mattern Capital Management
Colorado
$2.7M 25,990 -365 -1%
EVM
284
Eaton Vance Management
Massachusetts
$2.67M 25,649 +715 +3%
SQA
285
Simon Quick Advisors
New Jersey
$2.66M 25,594 +5,339 +26%
PA
286
PFG Advisors
Arizona
$2.62M 25,169 -109 -0.4%
MAG
287
Mayfair Advisory Group
Alabama
$2.57M 24,017 -3,370 -12%
LFA
288
Level Financial Advisors
New York
$2.53M 24,352 +107 +0.4%
IGWM
289
ICA Group Wealth Management
Colorado
$2.53M 24,323 -1,215 -5%
CWM
290
Cabot Wealth Management
Massachusetts
$2.5M 24,087 -31 -0.1%
AI
291
Atria Investments
North Carolina
$2.47M 23,778 -16,589 -41%
SFP
292
Shepherd Financial Partners
Massachusetts
$2.43M 23,402 +15,605 +200%
WFM
293
Wolff Financial Management
Michigan
$2.39M 23,017 +687 +3%
BFC
294
Bedel Financial Consulting
Indiana
$2.38M 21,376 -438 -2%
BPA
295
Beacon Pointe Advisors
California
$2.37M 22,772 +85 +0.4%
AG
296
Ascent Group
Virginia
$2.36M 20,934 +11,199 +115%
TFO
297
Tarbox Family Office
California
$2.33M 20,866 – –
SIA
298
SkyView Investment Advisors
New Jersey
$2.31M 22,205 +27 +0.1%
FCAG
299
First Capital Advisors Group
New Jersey
$2.31M 22,205 +27 +0.1%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$2.3M 22,100 -2,500 -10%
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12
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