QUAL icon

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 %
PPP
501
Private Portfolio Partners
New Jersey
$495K +$11.5K +111 +2%
HT
502
HighTower Trust
Texas
$486K +$486K +4,678 New
BS
503
Boenning & Scattergood
Pennsylvania
$485K +$53.9K +518 +12%
PWA
504
Physician Wealth Advisors
Utah
$482K +$109K +990 +29%
MPW
505
Melone Private Wealth
Michigan
$478K -$218 -2 -0%
PWM
506
Paulson Wealth Management
Illinois
$478K – – –
PCIA
507
Prime Capital Investment Advisors
Kansas
$472K -$11.3K -109 -2%
BTW
508
Boston Trust Walden
Massachusetts
$471K – – –
LJAC
509
L.J. Altfest & Co
New York
$471K +$8.11K +78 +2%
DWP
510
Destiny Wealth Partners
Florida
$465K -$123K -1,185 -21%
QC
511
Quent Capital
New York
$464K +$270K +2,594 +139%
SIC
512
Sterling Investment Counsel
New York
$463K -$52.2K -502 -10%
LSPW
513
Lake Street Private Wealth
Illinois
$463K +$38.7K +372 +9%
AFS
514
Annapolis Financial Services
Maryland
$459K -$33.3K -320 -7%
UFA
515
US Financial Advisors
Massachusetts
$458K +$12.6K +121 +3%
MW
516
MBL Wealth
North Carolina
$456K -$163K -1,565 -26%
ANBT
517
American National Bank & Trust
Texas
$455K +$455K +4,376 New
RA
518
Riversedge Advisors
Delaware
$454K +$454K +4,368 New
OC
519
Oppenheimer & Co
New York
$452K -$936 -9 -0.2%
SS
520
Simplicity Solutions
Minnesota
$451K +$6.03K +58 +1%
RIA
521
Regal Investment Advisors
Michigan
$446K -$4.64M -44,607 -91%
KIM
522
Karpus Investment Management
New York
$443K -$367K -3,523 -45%
OFG
523
Oxford Financial Group
Indiana
$441K -$71.8K -690 -14%
MWM
524
Mission Wealth Management
California
$432K -$14.9K -143 -3%
LWM
525
Laidlaw Wealth Management
New York
$432K -$8.72K -84 -2%
19 20
21
22 23