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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 %
IAA
651
Ironsides Asset Advisors
North Carolina
$208K 2,000 – –
TCOV
652
Trust Company of Vermont
Vermont
$208K 2,005 +14 +0.7%
TA
653
TruWealth Advisors
Louisiana
$206K 1,979 -2,056 -51%
TVAMP
654
Tennessee Valley Asset Management Partners
Tennessee
$206K 1,980 – –
EL
655
EQ LLC
Washington
$205K 1,973 -555 -22%
SIC
656
Salem Investment Counselors
North Carolina
$204K 1,960 -648 -25%
MWM
657
Maripau Wealth Management
Indiana
$204K 1,813 +1,813 New
CFG
658
Cooper Financial Group
California
$203K 1,956 -1,582 -45%
FTS
659
Fifth Third Securities
Ohio
$203K 1,949 -430 -18%
PWMG
660
Pinnacle Wealth Management Group
Michigan
$203K 1,956 +68 +4%
IC
661
IEQ Capital
California
$203K 1,957 +1,957 New
SYBT
662
Stock Yards Bank & Trust
Kentucky
$202K 1,948 -350 -15%
SPAS
663
Spectrum Planning & Advisory Services
California
$201K 1,931 – –
TRCT
664
Tower Research Capital (TRC)
New York
$197K 1,898 -6,876 -78%
BC
665
Bartlett & Co
Ohio
$194K 1,864 – –
BCWM
666
Bartlett & Co Wealth Management
Ohio
$194K 1,864 – –
KFI
667
Key Financial Inc
Pennsylvania
$181K 1,744 – –
HNB
668
Huntington National Bank
Ohio
– – – –
TIM
669
Tevis Investment Management
Texas
$176K 1,697 +857 +102%
CTA
670
Colonial Trust Advisors
South Carolina
$167K 1,603 +1,603 New
SOS
671
Silver Oak Securities
Tennessee
$164K 1,242 +1,242 New
CFD
672
Creative Financial Designs
Indiana
$161K 1,553 +154 +11%
BWP
673
Baldwin Wealth Partners
Massachusetts
$159K 1,531 – –
CWM
674
Consultiva Wealth Management
Puerto Rico
$152K 1,458 – –
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$152K 1,459 +829 +132%
25 26
27
28 29