QUAL icon

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 %
TLFA
676
True Link Financial Advisors
California
$207K 1,814 +1,814 New
GP
677
Girard Partners
Pennsylvania
$207K 1,813 -431 -19%
SIA
678
Schechter Investment Advisors
Michigan
$206K 1,804 +1,804 New
SYBT
679
Stock Yards Bank & Trust
Kentucky
$205K 1,800 -148 -8%
RIA
680
Realta Investment Advisors
Delaware
$197K 1,727 +336 +24%
AFS
681
Annapolis Financial Services
Maryland
$190K 1,668 -2,749 -62%
KFI
682
Key Financial Inc
Pennsylvania
$181K 1,744 – –
CFD
683
Creative Financial Designs
Indiana
$177K 1,554 +1 +0.1%
OCM
684
Orion Capital Management
California
$175K 1,539 -869 -36%
BWP
685
Baldwin Wealth Partners
Massachusetts
$174K 1,531 – –
CTA
686
Colonial Trust Advisors
South Carolina
$172K 1,510 -93 -6%
SFC
687
SYM Financial Corp
Indiana
$170K 1,494 +1,494 New
HNB
688
Huntington National Bank
Ohio
– – – –
CWM
689
Consultiva Wealth Management
Puerto Rico
$166K 1,458 – –
WCG
690
Wall Capital Group
Arizona
$166K 1,400 -1,396 -50%
CS
691
Credit Suisse
Switzerland
$165K 1,446 +146 +11%
FA
692
Fiduciary Alliance
South Carolina
$163K 1,432 +1,432 New
LS
693
Leelyn Smith
Illinois
$162K 1,421 +168 +13%
AAMA
694
Advanced Asset Management Advisors
Ohio
$158K 1,383 +1,383 New
PWMG
695
Prestige Wealth Management Group
New Jersey
$139K 1,223 – –
EWM
696
Evermay Wealth Management
Virginia
$139K 1,223 – –
PGAM
697
Princeton Global Asset Management
New Jersey
$133K 1,166 – –
Bessemer Group
698
Bessemer Group
New Jersey
$124K 1,089 – –
M
699
MOTCO
Texas
$123K 1,082 – –
SSB
700
Sandy Spring Bank
Maryland
$121K 1,062 -85 -7%
26 27
28
29 30