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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 Holding Trade Value Shares
Change 		Shares
Change %
SWP
526
Strategic Wealth Partners
Ohio
$431K +$431K +4,144 New
RCA
527
Resonant Capital Advisors
Wisconsin
$427K -$14.8M -142,649 -97%
CSWM
528
Cassady Schiller Wealth Management
Ohio
$427K -$30K -289 -7%
Citigroup
529
Citigroup
New York
$425K -$20.8K -200 -5%
MG
530
Mather Group
Illinois
$423K +$144K +1,389 +52%
HS
531
Horan Securities
United States
$421K +$935 +9 +0.2%
HKIMG
532
Hutchens & Kramer Investment Management Group
Indiana
$420K +$53.2K +498 +14%
BW
533
Bison Wealth
Georgia
$419K +$419K +4,032 New
AIM
534
Anchor Investment Management
South Carolina
$417K +$624 +6 +0.1%
CA
535
Continuum Advisory
Idaho
$415K +$208 +2 +0.1%
EFS
536
Essex Financial Services
Connecticut
$414K -$77.1K -742 -16%
WA
537
Waddell & Associates
Tennessee
$414K -$17.7K -170 -4%
D
538
Diversified
Delaware
$412K -$24.2K -233 -6%
IA
539
IFG Advisory
Georgia
$407K +$24.5K +236 +6%
SRIM
540
Saratoga Research & Investment Management
California
$400K -$1.82M -17,505 -82%
VFA
541
Valeo Financial Advisors
Indiana
$396K +$89K +856 +29%
PP
542
Prudential plc
United Kingdom
$393K +$20.8K +200 +6%
SWM
543
Selective Wealth Management
Virginia
$392K -$16K -154 -4%
MW
544
Marcum Wealth
Ohio
$389K -$87.2K -838 -18%
TCWM
545
Total Clarity Wealth Management
Illinois
$388K – – –
SWA
546
Stratos Wealth Advisors
Ohio
$386K -$49.9K -480 -11%
YWS
547
Yarger Wealth Strategies
Ohio
$385K +$1.87K +18 +0.5%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$384K – – –
FDCC
549
Foster Dykema Cabot & Co
Massachusetts
$384K – – –
PCA
550
Pallas Capital Advisors
Massachusetts
$383K -$21.7K -200 -5%
20 21
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