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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 %
AFP
351
Ausdal Financial Partners
Iowa
$1.67M -$348K -3,056 -17%
EWA
352
Exencial Wealth Advisors
Oklahoma
$1.64M -$55.7K -489 -3%
RWA
353
Rooted Wealth Advisors
Illinois
$1.64M +$1.64M +14,386 New
MIM
354
Macroview Investment Management
Maryland
$1.64M -$2.74K -24 -0.2%
LWM
355
Lodestone Wealth Management
Washington
$1.64M +$1.64M +14,399 New
JFG
356
Jefferies Financial Group
New York
$1.64M +$1.64M +14,362 New
LFA
357
Level Financial Advisors
New York
$1.57M -$1.2M -10,558 -43%
BAM
358
Belpointe Asset Management
Nevada
$1.57M -$31.1K -273 -2%
DWM
359
Dakota Wealth Management
Florida
$1.56M -$1.41M -12,362 -47%
Comerica Bank
360
Comerica Bank
Texas
$1.54M +$5.36K +45 +0.3%
Vontobel Holding
361
Vontobel Holding
Switzerland
$1.53M -$252K -2,215 -14%
JBA
362
Johnson Bixby & Associates
Washington
$1.49M -$131K -1,153 -8%
William Blair & Company
363
William Blair & Company
Illinois
$1.47M +$123K +1,079 +9%
PIM
364
Provident Investment Management
Michigan
$1.44M +$71.5K +627 +5%
WFM
365
Wolff Financial Management
Michigan
$1.44M -$1.18M -10,382 -45%
FPW
366
Flagship Private Wealth
Massachusetts
$1.41M +$257K +2,254 +22%
TFM
367
TFC Financial Management
Massachusetts
$1.4M +$9.12K +80 +0.7%
Northern Trust
368
Northern Trust
Illinois
$1.4M +$4.56K +40 +0.3%
WWP
369
Waypoint Wealth Partners
California
$1.39M – – –
AWA
370
Acorn Wealth Advisors
Michigan
$1.39M -$532K -4,666 -28%
TCM
371
Triumph Capital Management
Colorado
$1.38M +$40.9K +359 +3%
AWA
372
Alta Wealth Advisors
Massachusetts
$1.37M +$28.5K +250 +2%
KFGK
373
Keystone Financial Group (Kentucky)
Kentucky
$1.37M -$7.64K -67 -0.6%
ASW
374
Astoria Strategic Wealth
Texas
$1.37M -$39.9K -350 -3%
MGWM
375
Marks Group Wealth Management
Minnesota
$1.36M +$1.36M +11,974 New
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15
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