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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.

New
Increased
Maintained
Reduced
Closed
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
Facet Wealth Inc
Maryland
$177M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
3
BL
Balentine LLC
Georgia
$80.4M
4
BTI
Blue Trust Inc
Georgia
$231M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.85M
2
Bank of America
Bank of America
North Carolina
$559M
3
RBA
Richard Bernstein Advisors
New York
$16.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.05M
5
Morgan Stanley
Morgan Stanley
New York
$549M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
326
Harbour Investments
Wisconsin
$1.99M -$26.3K -231 -1%
GP
327
Geneva Partners
Wisconsin
$1.98M -$204K -1,792 -9%
CWM
328
Congress Wealth Management
Massachusetts
$1.95M -$4.83M -42,339 -71%
PCMC
329
Private Capital Management (Colorado)
Colorado
$1.94M +$268K +2,352 +16%
TFA
330
Tranquilli Financial Advisor
New Jersey
$1.94M +$377K +3,310 +24%
TSWM
331
Tyler-Stone Wealth Management
Ohio
$1.93M -$68.5K -601 -3%
SCA
332
Snowden Capital Advisors
New York
$1.93M -$93.6K -821 -5%
ASN
333
Advisory Services Network
Georgia
$1.89M -$64.2K -563 -3%
GWM
334
Geneos Wealth Management
Colorado
$1.88M +$62.6K +549 +3%
MA
335
MBA Advisors
Pennsylvania
$1.87M -$84.3K -740 -4%
MSA
336
Marino Stram & Associates
Massachusetts
$1.85M -$42.1K -369 -2%
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$1.84M -$10.8K -90 -0.6%
AWMS
338
Advocacy Wealth Management Services
Georgia
$1.84M +$1.84M +16,123 New
AIP
339
Almanack Investment Partners
Pennsylvania
$1.83M +$1.83M +16,028 New
CFG
340
Carr Financial Group
Massachusetts
$1.82M +$1.82M +15,967 New
First Trust Advisors
341
First Trust Advisors
Illinois
$1.8M +$43K +377 +2%
CWP
342
CFM Wealth Partners
Texas
$1.8M -$119K -1,043 -6%
PCIG
343
Partners Capital Investment Group
Massachusetts
$1.76M +$1.18M +10,383 +207%
DWA
344
Delos Wealth Advisors
Texas
$1.75M -$683K -5,991 -28%
FA
345
Flagstar Advisors
New York
$1.73M -$165K -1,452 -9%
SMG
346
Smart Money Group
Texas
$1.73M -$9.58K -84 -0.6%
JWCA
347
J.W. Cole Advisors
Florida
$1.73M +$59.3K +520 +4%
CFCI
348
Comprehensive Financial Consultants Institutional
Indiana
$1.72M -$390K -3,272 -19%
EFG
349
Ethos Financial Group
Pennsylvania
$1.71M +$1.71M +15,037 New
IAG
350
Ipsen Advisor Group
Arkansas
$1.68M +$1.68M +14,743 New
12 13
14
15 16