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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
JSW
401
Journey Strategic Wealth
New Jersey
$980K -$16.4K -158 -2%
LNC
402
Lincoln National Corp
Pennsylvania
$973K -$8.01K -77 -0.8%
CWM
403
Cornerstone Wealth Management
Missouri
$971K -$9.25K -89 -0.9%
RF
404
RHS Financial
California
$968K +$502K +4,827 +108%
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$967K -$127K -1,225 -12%
UWM
406
USAdvisors Wealth Management
Minnesota
$956K -$20.7K -199 -2%
SC
407
Stephens Consulting
Michigan
$949K -$2.81K -27 -0.3%
ATC
408
Argent Trust Co
Tennessee
$948K -$45K -433 -5%
ICP
409
Interchange Capital Partners
Pennsylvania
$933K -$519K -4,996 -36%
JWBC
410
John W. Brooker & Co
California
$927K +$34.8K +335 +4%
FFBTD
411
First Financial Bank - Trust Division
Ohio
$923K -$138K -1,325 -13%
WDG
412
Wealth Dimensions Group
Ohio
$921K +$6.65K +64 +0.7%
PC
413
Permanens Capital
New York
$911K -$21.8M -209,607 -96%
WPW
414
Waldron Private Wealth
Pennsylvania
$906K -$24.1M -232,011 -96%
ACA
415
Ackerman Capital Advisors
Texas
$896K -$109K -1,049 -11%
FCH
416
Freestone Capital Holdings
Washington
$885K -$63.2K -608 -7%
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
$883K -$133K -1,284 -13%
NL
418
NWAM LLC
Washington
$883K +$57.9K +557 +7%
RMAM
419
Raab & Moskowitz Asset Management
New Jersey
$877K -$32.1K -309 -4%
ECM
420
Evergreen Capital Management
Washington
$862K -$11.1K -107 -1%
KA
421
Kovack Advisors
Florida
$860K -$144K -1,386 -14%
FCFC
422
First Citizens Financial Corp
Iowa
$859K +$24K +231 +3%
CAM
423
Cozad Asset Management
Illinois
$853K -$55.3K -532 -6%
PAS
424
Park Avenue Securities
New York
$848K +$111K +1,064 +15%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$845K – – –
15 16
17
18 19