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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 %
GP
626
Girard Partners
Pennsylvania
$233K 2,244 +2,244 New
Betterment LLC
627
Betterment LLC
New York
$232K 2,077 – –
SSC
628
Syverson Strege & Co
Iowa
$232K 2,229 +4 +0.2%
DF
629
Donoghue Forlines
Massachusetts
$232K 2,229 +102 +5%
ADL
630
Asset Dedication LLC
California
$229K 2,217 – –
MIM
631
Marco Investment Management
Georgia
$228K 2,191 – –
FLPIM
632
F.L. Putnam Investment Management
Massachusetts
$228K 2,195 – –
CAM
633
Crestone Asset Management
Colorado
$227K 2,182 – –
DTC
634
Davidson Trust Company
Washington
$225K 2,164 +32 +2%
LA
635
LexAurum Advisors
Kansas
$224K 2,160 – –
GW
636
GW & Wade
Massachusetts
$224K 2,158 +210 +11%
IBOK
637
Independence Bank of Kentucky
Kentucky
$223K 2,145 +355 +20%
OPWM
638
Oxinas Partners Wealth Management
Indiana
$221K 2,125 -72 -3%
WMS
639
Wealth Management Solutions
Pennsylvania
$220K 2,119 +1 +0%
OWA
640
Octavia Wealth Advisors
Ohio
$219K 2,096 – –
CIR
641
Clear Investment Research
Georgia
$219K 2,105 +31 +1%
CBFP
642
Cedar Brook Financial Partners
Ohio
$219K 2,105 -383 -15%
GPA
643
Guerra Pan Advisors
New Jersey
$217K 2,050 – –
IF
644
Integrity Financial
Wyoming
$216K 2,082 +255 +14%
WC
645
Whitney & Co
New York
$215K 2,068 +2 +0.1%
JGIA
646
Jackson Grant Investment Advisers
Connecticut
$215K 2,073 +10 +0.5%
HWM
647
HB Wealth Management
Georgia
$213K 2,046 -2,379 -54%
AWA
648
Arete Wealth Advisors
Illinois
$213K 2,046 +2,046 New
WIA
649
World Investment Advisors
California
$212K 2,035 -52 -2%
RFC
650
Regions Financial Corp
Alabama
$212K 2,037 +2,037 New
24 25
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