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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 %
PCM
551
Parsons Capital Management
Rhode Island
$383K 3,687 +1,050 +40%
NIC
552
Northwest Investment Counselors
Oregon
$381K 3,664 -230 -6%
PP
553
Patron Partners
Texas
$380K 3,660 -10,313 -74%
CAAS
554
Capital Asset Advisory Services
Michigan
$379K 3,648 -46 -1%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$379K 3,645 +2,414 +196%
G
556
GenTrust
Florida
$378K 3,635 – –
SCP
557
Syntal Capital Partners
Texas
$375K 3,598 +2 +0.1%
Members Trust
558
Members Trust
Florida
$361K 3,472 +3,472 New
AL
559
Aspiriant LLC
California
$358K 3,429 – –
SFA
560
Sequoia Financial Advisors
Ohio
$357K 3,438 -100 -3%
FNWM
561
Financial Network Wealth Management
Utah
$356K 3,427 – –
IAA
562
Independent Advisor Alliance
North Carolina
$356K 3,421 +171 +5%
NEPPG
563
New England Professional Planning Group
Rhode Island
$355K 3,418 +13 +0.4%
BOPW
564
Brandywine Oak Private Wealth
Pennsylvania
$348K 3,357 -623 -16%
SFP
565
Sterling Financial Planning
New Jersey
$346K 3,331 -688 -17%
FCM
566
Firestone Capital Management
Florida
$346K 3,331 – –
IRC
567
Investors Research Corp
Georgia
$345K 3,318 +638 +24%
WIC
568
Whitegate Investment Counselors
New Hampshire
$338K 3,250 – –
JSL
569
JT Stratford LLC
Georgia
$337K 3,247 -1,392 -30%
AP
570
Appleton Partners
Massachusetts
$333K 3,207 +1,146 +56%
AWM
571
Apollon Wealth Management
South Carolina
$328K 3,153 -111 -3%
SCFS
572
S.C. Financial Services
Arizona
$328K 3,155 – –
MPW
573
MGO Private Wealth
California
$327K 3,142 +3,142 New
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$323K 3,107 +547 +21%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$319K 3,071 -2,184 -42%
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