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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 %
JEST
326
JTC Employer Solutions Trustee
Jersey
$1.89M 18,190 – –
CFCI
327
Comprehensive Financial Consultants Institutional
Indiana
$1.88M 17,681 -1,663 -9%
AFP
328
Ausdal Financial Partners
Iowa
$1.84M 17,746 +113 +0.6%
SCA
329
Snowden Capital Advisors
New York
$1.84M 17,717 -966 -5%
AP
330
Agilis Partners
Massachusetts
$1.82M 17,543 – –
TSWM
331
Tyler-Stone Wealth Management
Ohio
$1.82M 17,498 -347 -2%
SCM
332
SOL Capital Management
Maryland
$1.82M 17,460 +2,710 +18%
BFA
333
Beacon Financial Advisory
Ohio
$1.79M 17,200 +322 +2%
ASN
334
Advisory Services Network
Georgia
$1.79M 17,185 +591 +4%
MA
335
MBA Advisors
Pennsylvania
$1.78M 17,131 -16,035 -48%
AWA
336
Acorn Wealth Advisors
Michigan
$1.75M 16,869 -342 -2%
CWP
337
CFM Wealth Partners
Texas
$1.75M 16,814 +1,065 +7%
GT
338
Greenleaf Trust
Michigan
$1.75M 16,798 -134 -0.8%
FA
339
Flagstar Advisors
New York
$1.73M 16,643 +282 +2%
MSA
340
Marino Stram & Associates
Massachusetts
$1.72M 16,580 -102 -0.6%
BCM
341
Bienville Capital Management
New York
$1.72M 16,534 +54 +0.3%
GWM
342
Geneos Wealth Management
Colorado
$1.65M 15,918 -1,755 -10%
CWS
343
Cypress Wealth Services
California
$1.63M 15,405 +5,636 +58%
Vontobel Holding
344
Vontobel Holding
Switzerland
$1.63M 15,640 +2,000 +15%
First Trust Advisors
345
First Trust Advisors
Illinois
$1.6M 15,406 +545 +4%
SMG
346
Smart Money Group
Texas
$1.59M 15,253 -4 -0%
EWA
347
Exencial Wealth Advisors
Oklahoma
$1.55M 14,918 +538 +4%
TFA
348
Teamwork Financial Advisors
Texas
$1.53M 14,726 +1,396 +10%
PCMC
349
Private Capital Management (Colorado)
Colorado
$1.52M 14,661 +12,144 +482%
SA
350
Shilanski & Associates
Alaska
$1.52M 14,661 +14,661 New
12 13
14
15 16