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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 %
GPA
651
Guerra Pan Advisors
New Jersey
$234K 2,050 – –
OPWM
652
Oxinas Partners Wealth Management
Indiana
$233K 2,047 -78 -4%
FLPIM
653
F.L. Putnam Investment Management
Massachusetts
$231K 2,024 -171 -8%
BW
654
Bison Wealth
Georgia
$230K 1,916 -2,116 -52%
MWM
655
Maripau Wealth Management
Indiana
$230K 1,973 +160 +9%
IAA
656
Ironsides Asset Advisors
North Carolina
$228K 2,000 – –
LIM
657
Leavell Investment Management
Alabama
$227K 1,990 +1,990 New
EL
658
EQ LLC
Washington
$225K 1,974 +1 +0.1%
TCOV
659
Trust Company of Vermont
Vermont
$224K 1,967 -38 -2%
RFC
660
Regions Financial Corp
Alabama
$223K 1,961 -76 -4%
FTS
661
Fifth Third Securities
Ohio
$222K 1,949 – –
BJL
662
Brighton Jones LLC
Washington
$222K 1,948 -677 -26%
IWM
663
Iams Wealth Management
Nebraska
$220K 1,931 +1,931 New
OWA
664
Octavia Wealth Advisors
Ohio
$218K 1,916 -180 -9%
RCA
665
Resonant Capital Advisors
Wisconsin
$217K 1,907 -2,200 -54%
FMWA
666
Forvis Mazars Wealth Advisors
Missouri
$215K 1,891 +1,891 New
DACG
667
Donor Advised Charitable Giving
California
$214K 1,876 -12,663 -87%
MC
668
Moors & Cabot
Massachusetts
$213K 1,871 +1,871 New
BCWM
669
Bartlett & Co Wealth Management
Ohio
$212K 1,864 – –
SC
670
Solstein Capital
California
$212K 1,863 -1,205 -39%
BC
671
Bartlett & Co
Ohio
$212K 1,864 – –
TA
672
TrueWealth Advisors
Alabama
$211K 1,848 -828 -31%
GWSA
673
Global Wealth Strategies & Associates
Colorado
$210K 1,843 +1,843 New
LG
674
Leuthold Group
Minnesota
$209K 1,838 +1,838 New
GLA
675
Good Life Advisors
Pennsylvania
$209K 1,830 +1,830 New
25 26
27
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