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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 %
RPGK
376
Retirement Planning Group (Kansas)
Kansas
$1.21M 11,662 -1,369 -11%
WA
377
WBH Advisory
Maryland
$1.21M 11,603 +161 +1%
9WM
378
9258 Wealth Management
Ohio
$1.18M 11,391 -557 -5%
WQ
379
Wealth Quarterback
New Jersey
$1.18M 11,343 -928 -8%
FEG
380
Financial Enhancement Group
Indiana
$1.18M 11,329 +1,075 +10%
WFA
381
Wipfli Financial Advisors
Wisconsin
$1.17M 11,299 +3,471 +44%
CWM
382
Centric Wealth Management
Illinois
$1.15M 11,030 +53 +0.5%
MIFH
383
Migdal Insurance & Financial Holdings
Israel
$1.14M 10,951 -16,525 -60%
CGA
384
Crescent Grove Advisors
Illinois
$1.14M 10,923 +3,638 +50%
RCG
385
Regatta Capital Group
California
$1.12M 10,034 +1,955 +24%
YIH
386
Y-Intercept (HK)
Hong Kong
$1.12M 10,758 +7,982 +288%
EE
387
EWG Elevate
California
$1.12M 10,727 +397 +4%
AWC
388
Abundance Wealth Counselors
Pennsylvania
$1.11M 10,660 -136 -1%
MWM
389
Mattern Wealth Management
Kansas
$1.11M 10,653 – –
FAM
390
Formidable Asset Management
Ohio
$1.1M 9,800 -22 -0.2%
APA
391
Astoria Portfolio Advisors
New York
$1.08M 10,346 +1,910 +23%
GVAG
392
Great Valley Advisor Group
Delaware
$1.06M 10,217 -28,095 -73%
FPW
393
Flagship Private Wealth
Massachusetts
$1.05M 10,098 +1,032 +11%
DWMG
394
DB Wealth Management Group
California
$1.05M 10,076 -3,453 -26%
MWM
395
MBE Wealth Management
Wisconsin
$1.03M 9,861 -707 -7%
TC
396
Trust Company
Kansas
$1.02M 9,803 +256 +3%
RA
397
RFG Advisory
Alabama
$1.02M 9,054 +2,610 +41%
VCP
398
Verus Capital Partners
Arizona
$1.01M 9,739 +4,573 +89%
FFG
399
Ford Financial Group
California
$995K 9,575 -8,379 -47%
FPGK
400
Financial Partners Group (Kansas)
Kansas
$981K 9,434 +821 +10%
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16
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