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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 %
WA
526
Waddell & Associates
Tennessee
$467K +$13.4K +118 +3%
LSPW
527
Lake Street Private Wealth
Illinois
$464K -$43.1K -378 -8%
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$463K -$226K -1,985 -33%
UFA
529
US Financial Advisors
Massachusetts
$462K -$40.1K -352 -8%
GIM
530
Goelzer Investment Management
Indiana
$458K -$131K -1,153 -22%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$457K -$401K -3,522 -47%
EFS
532
Essex Financial Services
Connecticut
$457K +$3.75K +33 +0.8%
EW
533
Enzi Wealth
Texas
$456K -$326K -2,710 -42%
CA
534
Continuum Advisory
Idaho
$455K +$798 +7 +0.2%
HKIMG
535
Hutchens & Kramer Investment Management Group
Indiana
$453K +$4.44K +39 +1%
IA
536
IFG Advisory
Georgia
$443K -$2.96K -26 -0.7%
SHJ
537
Sharkey, Howes & Javer
Colorado
$436K -$210K -1,839 -32%
SWM
538
Selective Wealth Management
Virginia
$431K -$17.7K -149 -4%
IRC
539
Investors Research Corp
Georgia
$431K +$52.8K +463 +14%
LWM
540
Laidlaw Wealth Management
New York
$429K -$44.8K -393 -9%
APC
541
Aspire Private Capital
North Carolina
$429K +$278K +2,442 +185%
HS
542
Horan Securities
United States
$429K -$33K -290 -7%
SPWM
543
Schrum Private Wealth Management
Florida
$427K +$94K +825 +28%
ACI
544
Alpha Cubed Investments
California
$427K +$96.4K +846 +29%
OFG
545
Oxford Financial Group
Indiana
$426K -$57K -500 -12%
YWS
546
Yarger Wealth Strategies
Ohio
$424K +$1.71K +15 +0.4%
MW
547
Marcum Wealth
Ohio
$422K -$4.44K -39 -1%
RF
548
RHS Financial
California
$421K -$641K -5,622 -60%
Kovitz Investment Group Partners
549
Kovitz Investment Group Partners
Illinois
$421K – – –
SPW
550
Sonoma Private Wealth
California
$420K +$420K +3,684 New
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