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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 %
RIA
676
Realta Investment Advisors
Delaware
$145K 1,391 -500 -26%
APC
677
Aspire Private Capital
North Carolina
$137K 1,323 +250 +23%
CS
678
Credit Suisse
Switzerland
$135K 1,300 -19,280 -94%
LS
679
Leelyn Smith
Illinois
$130K 1,253 -403 -24%
PWMG
680
Prestige Wealth Management Group
New Jersey
$127K 1,223 -1,370 -53%
EWM
681
Evermay Wealth Management
Virginia
$127K 1,223 -166 -12%
PIM
682
Progressive Investment Management
Oregon
$127K 1,222 – –
PGAM
683
Princeton Global Asset Management
New Jersey
$121K 1,166 – –
CCM
684
Covington Capital Management
California
$119K 1,143 – –
SSB
685
Sandy Spring Bank
Maryland
$119K 1,147 +333 +41%
Bessemer Group
686
Bessemer Group
New Jersey
$113K 1,089 – –
M
687
MOTCO
Texas
$112K 1,082 – –
RG
688
Retirement Group
California
$112K 1,079 +126 +13%
GIA
689
Goodwin Investment Advisory
Georgia
$109K 1,053 -309 -23%
MPCG
690
Matrix Private Capital Group
New York
$109K 1,049 – –
MHR
691
Matthew Hamilton Rosenberg
$105K 1,006 -6 -0.6%
AIC
692
Ayalon Insurance Company
Israel
$105K 1,015 – –
WPWM
693
Western Pacific Wealth Management
Illinois
$103K 1,000 – –
SFSG
694
Sound Financial Strategies Group
Mississippi
$103K 992 +41 +4%
QT
695
Quantbot Technologies
New York
$103K 993 +993 New
EW
696
Evoke Wealth
California
$99K 951 +225 +31%
JFA
697
JNBA Financial Advisors
Minnesota
$97K 931 -45 -5%
AWM
698
Atticus Wealth Management
Florida
$97K 871 – –
MA
699
MUFG Americas
New York
$96K 925 +325 +54%
WWM
700
Wolff Wiese Magana
California
$94K 900 -3,466 -79%
26 27
28
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