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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 %
SC
576
Solstein Capital
California
$319K +$126K +1,214 +65%
PTC
577
Philadelphia Trust Company
Pennsylvania
$312K +$104K +1,000 +50%
API
578
Advisor Partners II
California
$312K +$312K +3,000 New
DA
579
DCM Advisors
New York
$312K +$312K +3,001 New
VWM
580
Venturi Wealth Management
Texas
$310K -$1.1M -10,551 -78%
HPWM
581
Highland Private Wealth Management
Washington
$308K +$308K +2,963 New
PIA
582
Perennial Investment Advisors
California
$307K – – –
WWM
583
WJ Wealth Management
Arizona
$306K – – –
C1AG
584
Client 1st Advisory Group
Florida
$305K – – –
BCA
585
Bay Colony Advisors
Massachusetts
$305K +$415 +4 +0.1%
SPWM
586
Schrum Private Wealth Management
Florida
$305K +$42.8K +411 +16%
ACI
587
Alpha Cubed Investments
California
$302K – – –
GG
588
Greenwood Gearhart
Arkansas
$301K +$301K +2,897 New
SWM
589
Spire Wealth Management
Virginia
$298K -$924K -8,897 -76%
SW
590
Solidarity Wealth
Utah
$297K -$71.4K -642 -19%
ICG
591
InterOcean Capital Group
Tennessee
$296K – – –
NWM
592
NEIRG Wealth Management
Massachusetts
$295K -$11.8K -114 -4%
IWA
593
IBEX Wealth Advisors
New Jersey
$295K +$312 +3 +0.1%
WCG
594
Wall Capital Group
Arizona
$294K -$438K -4,162 -60%
EWM
595
EPG Wealth Management
Georgia
$294K -$42.2K -406 -13%
JCM
596
Jacobi Capital Management
Pennsylvania
$293K -$4.05K -39 -1%
MYIA
597
Mount Yale Investment Advisors
Colorado
$289K +$44.7K +430 +18%
Barclays
598
Barclays
United Kingdom
$281K – – –
BWM
599
BerganKDV Wealth Management
Minnesota
$279K – – –
TA
600
TrueWealth Advisors
Alabama
$278K -$5.92K -57 -2%
22 23
24
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