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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 %
GIA
701
Goodwin Investment Advisory
Georgia
$120K 1,053 – –
MPCG
702
Matrix Private Capital Group
New York
$120K 1,049 – –
FCA
703
Fortis Capital Advisors
Kansas
$119K 1,045 +1,045 New
AIC
704
Ayalon Insurance Company
Israel
$116K 1,015 – –
WPWM
705
Western Pacific Wealth Management
Illinois
$114K 1,000 – –
MHR
706
Matthew Hamilton Rosenberg
$114K 997 -9 -0.9%
RG
707
Retirement Group
California
$105K 920 -159 -15%
AAG
708
Armstrong Advisory Group
Massachusetts
$101K 887 +887 New
AF
709
Arrow Financial
New York
$101K 886 – –
AWM
710
Activest Wealth Management
Florida
$100K 880 – –
BCV
711
Banque Cantonale Vaudoise
Switzerland
$99K 870 – –
JFA
712
JNBA Financial Advisors
Minnesota
$98.6K 865 -66 -7%
CB
713
CNB Bank
Pennsylvania
$96.1K 843 – –
SFSG
714
Sound Financial Strategies Group
Mississippi
$94.7K 831 -161 -16%
HR
715
Howe & Rusling
New York
$92.6K 813 – –
ICM
716
Islay Capital Management
Texas
$91.2K 800 – –
AWM
717
Atticus Wealth Management
Florida
$90.2K 791 -80 -9%
ST
718
Smithfield Trust
Pennsylvania
$88K 777 – –
CWP
719
Concord Wealth Partners
Virginia
$82.4K 723 +723 New
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$73.7K 647 +647 New
FA
721
Fortis Advisors
Pennsylvania
$73.4K 71,296 -23,603 -25%
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$72K 630 -829 -57%
UB
723
UMB Bank
Missouri
$69K 609 – –
FWP
724
FAS Wealth Partners
Kansas
$64.2K 563 +390 +225%
ZIG
725
Zullo Investment Group
Pennsylvania
$61.3K 538 -43 -7%
27 28
29
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