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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 %
JWCA
351
J.W. Cole Advisors
Florida
$1.52M 14,634 -4,880 -25%
DACG
352
Donor Advised Charitable Giving
California
$1.51M 14,539 – –
SPWM
353
Straight Path Wealth Management
Michigan
$1.5M 14,463 -90 -0.6%
MIM
354
Macroview Investment Management
Maryland
$1.5M 14,406 +155 +1%
JBA
355
Johnson Bixby & Associates
Washington
$1.48M 14,189 -492 -3%
CFGS
356
Concourse Financial Group Securities
Alabama
$1.47M 14,171 -512 -3%
BAM
357
Belpointe Asset Management
Nevada
$1.46M 14,054 -92 -0.7%
TP
358
Tranquility Partners
Tennessee
$1.46M 14,018 -116 -0.8%
TFA
359
Tranquilli Financial Advisor
New Jersey
$1.42M 13,679 +1,194 +10%
Comerica Bank
360
Comerica Bank
Texas
$1.42M 12,888 +400 +3%
TCA
361
Transcend Capital Advisors
New Jersey
$1.4M 13,442 -49,990 -79%
NEI
362
Northwest & Ethical Investments
Ontario, Canada
$1.3M 12,500 +12,500 New
KP
363
Keel Point
Alabama
$1.29M 12,397 +4,277 +53%
ASW
364
Astoria Strategic Wealth
Texas
$1.28M 12,344 -49 -0.4%
Northern Trust
365
Northern Trust
Illinois
$1.28M 12,276 +879 +8%
TFM
366
TFC Financial Management
Massachusetts
$1.27M 12,239 -14 -0.1%
WWP
367
Waypoint Wealth Partners
California
$1.27M 12,231 – –
NR
368
Newfound Research
Massachusetts
$1.27M 12,213 -561 -4%
MHB
369
Midwest Heritage Bank
Iowa
$1.26M 12,150 -125 -1%
KFGK
370
Keystone Financial Group (Kentucky)
Kentucky
$1.25M 12,062 -12,690 -51%
PIM
371
Provident Investment Management
Michigan
$1.25M 12,018 +95 +0.8%
William Blair & Company
372
William Blair & Company
Illinois
$1.23M 11,823 +367 +3%
AWA
373
Alta Wealth Advisors
Massachusetts
$1.23M 11,809 -270 -2%
CPC
374
Consolidated Planning Corp
Georgia
$1.23M 11,786 -371 -3%
TCM
375
Triumph Capital Management
Colorado
$1.22M 11,762 -1,353 -10%
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