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.

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 %
BP
601
BBR Partners
New York
$275K 2,642 +280 +12%
BJL
602
Brighton Jones LLC
Washington
$273K 2,625 -1,078 -29%
CFO
603
Collective Family Office
Pennsylvania
$269K 2,586 -3,031 -54%
SWM
604
SeaCrest Wealth Management
New York
$265K 2,552 -4,904 -66%
BFA
605
Beaumont Financial Advisors
Massachusetts
$265K 2,552 – –
WP
606
WealthShield Partners
North Carolina
$260K 2,501 -6,799 -73%
WIM
607
WealthPlan Investment Management
Nebraska
$259K 2,210 +2,210 New
CWM
608
Cahaba Wealth Management
Georgia
$256K 2,468 -436 -15%
W
609
Wealthquest
Ohio
$255K 2,455 +18 +0.7%
AW
610
Avion Wealth
Texas
$254K 2,440 – –
SXL
611
Summit X LLC
Missouri
$254K 2,441 +7 +0.3%
APW
612
Acima Private Wealth
Virginia
$251K 2,417 – –
OCM
613
Orion Capital Management
California
$250K 2,408 -107 -4%
IWA
614
Icon Wealth Advisors
Texas
$249K 2,395 +2,395 New
VA
615
Valmark Advisers
Ohio
$249K 2,398 +2,398 New
VWA
616
V Wealth Advisors
Kansas
$248K 2,392 -1,565 -40%
AWM
617
Aspire Wealth Management
Massachusetts
$245K 2,358 -333 -12%
LC
618
Lavaca Capital
Texas
$241K 2,318 +2,318 New
WGCA
619
Wolf Group Capital Advisors
Virginia
$240K 2,306 -540 -19%
FPCP
620
Fort Point Capital Partners
California
$240K 2,308 – –
FNT
621
First National Trust
Pennsylvania
$240K 2,312 +2,312 New
CA
622
Clearstead Advisors
Ohio
$235K 2,261 +1,416 +168%
ACK
623
Andrew C. Karlinski
$234K 2,247 – –
FIM
624
Freedom Investment Management
Connecticut
$234K 2,247 -39 -2%
CWA
625
Clearview Wealth Advisors
Oregon
$233K 2,239 +11 +0.5%
23 24
25
26 27