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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.

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
1
Facet Wealth Inc
Maryland
$177M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.43B
3
BL
3
Balentine LLC
Georgia
$80.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$76.6M
5
BTI
5
Blue Trust Inc
Georgia
$231M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.85M
2
Bank of America
2
Bank of America
North Carolina
$559M
3
RBA
3
Richard Bernstein Advisors
New York
$16.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$549M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
626
V Wealth Advisors
Kansas
$271K 2,376 -16 -0.7%
MA
627
Montag & Associates
Georgia
$263K 2,312 -2,851 -55%
WGCA
628
Wolf Group Capital Advisors
Virginia
$263K 2,306 – –
NCM
629
Northside Capital Management
Oregon
$259K 2,273 +2,273 New
IAA
630
Independent Advisor Alliance
North Carolina
$258K 2,264 -1,157 -34%
CA
631
Clearstead Advisors
Ohio
$258K 2,261 – –
CWA
632
Clearview Wealth Advisors
Oregon
$256K 2,249 +10 +0.4%
FPCP
633
Fort Point Capital Partners
California
$255K 2,239 -69 -3%
SSC
634
Syverson Strege & Co
Iowa
$254K 2,233 +4 +0.2%
AW
635
Avion Wealth
Texas
$253K 2,440 – –
MIM
636
Marco Investment Management
Georgia
$250K 2,191 – –
MYIA
637
Mount Yale Investment Advisors
Colorado
$249K 2,182 -598 -22%
CAM
638
Crestone Asset Management
Colorado
$249K 2,182 – –
LA
639
LexAurum Advisors
Kansas
$247K 2,167 +7 +0.3%
IBOK
640
Independence Bank of Kentucky
Kentucky
$244K 2,145 – –
WAG
641
Windsor Advisory Group
Ohio
$243K 2,132 +2,132 New
DF
642
Donoghue Forlines
Massachusetts
$243K 2,131 -98 -4%
FWM
643
Fairhaven Wealth Management
Illinois
$240K 2,104 +2,104 New
SM
644
Sensible Money
Arizona
$239K 2,097 +2,097 New
DTC
645
Davidson Trust Company
Washington
$237K 2,082 -82 -4%
JGIA
646
Jackson Grant Investment Advisers
Connecticut
$237K 2,081 +8 +0.4%
CIR
647
Clear Investment Research
Georgia
$237K 2,078 -27 -1%
CBFP
648
Cedar Brook Financial Partners
Ohio
$235K 2,059 -46 -2%
WIM
649
WealthPlan Investment Management
Nebraska
$234K 1,885 -325 -15%
WP
650
WealthPLAN Partners
Nebraska
$234K 1,885 +1,885 New
24 25
26
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