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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
BTI
4
Blue Trust Inc
Georgia
$231M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$2.81M +$1.2M +10,514 +74%
ONB
277
Old National Bancorp
Indiana
$2.8M -$2.82M -24,728 -50%
CGA
278
Crescent Grove Advisors
Illinois
$2.78M +$1.53M +13,441 +123%
AssetMark Inc
279
AssetMark Inc
California
$2.76M +$1.92M +16,868 +231%
FCM
280
Fortis Capital Management
Washington
$2.71M +$2.71M +23,796 New
GT
281
Greenleaf Trust
Michigan
$2.71M +$793K +6,959 +41%
PA
282
PFG Advisors
Arizona
$2.69M -$176K -1,545 -6%
SFM
283
Signet Financial Management
New Jersey
$2.66M -$1.01M -8,902 -28%
SCM
284
SOL Capital Management
Maryland
$2.65M +$664K +5,827 +33%
PAS
285
Park Avenue Securities
New York
$2.65M +$1.72M +15,082 +185%
MCWS
286
McKinley Carter Wealth Services
West Virginia
$2.63M -$4.78M -41,900 -65%
BPA
287
Beacon Pointe Advisors
California
$2.61M +$18.2K +160 +0.7%
JGC
288
J. Goldman & Co
New York
$2.6M +$2.6M +22,836 New
LNB
289
Ledyard National Bank
$2.57M -$601K -5,277 -19%
UCFA
290
United Capital Financial Advisors
Texas
$2.57M -$1.29M -11,362 -34%
SWA
291
Stratos Wealth Advisors
Ohio
$2.52M +$2.09M +18,357 +494%
BRWA
292
B. Riley Wealth Advisors
Florida
$2.45M +$75.8K +665 +3%
FCAG
293
First Capital Advisors Group
New Jersey
$2.45M -$81K -711 -3%
SIA
294
SkyView Investment Advisors
New Jersey
$2.45M -$81K -711 -3%
AG
295
Ascent Group
Virginia
$2.41M +$21.5K +189 +0.9%
V
296
ViaWealth
Kansas
$2.39M +$2.39M +20,578 New
CAAM
297
Cornerstone Advisors Asset Management
Pennsylvania
$2.38M +$240K +2,107 +11%
BFS
298
Bickling Financial Services
Massachusetts
$2.38M +$5.36K +47 +0.2%
BFC
299
Bedel Financial Consulting
Indiana
$2.37M -$66.2K -581 -3%
AWM
300
Aries Wealth Management
Maine
$2.37M +$122K +1,071 +5%
10 11
12
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