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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 %
HFS
51
Howard Financial Services
Texas
$39.2M 376,956 +8,254 +2%
EWM
52
Empirical Wealth Management
Washington
$38.6M 371,816 +22,828 +7%
Franklin Resources
53
Franklin Resources
California
$37.9M 364,167 +13,117 +4%
BAAM
54
Baker Avenue Asset Management
California
$37.4M 359,653 +126,030 +54%
WDL
55
Well Done LLC
Michigan
$35.8M 344,255 +582 +0.2%
PA
56
Pinnacle Associates
New York
$35.7M 343,324 -39,526 -10%
CAM
57
Cresset Asset Management
Illinois
$35.5M 341,390 -197,019 -37%
OWM
58
Orgel Wealth Management
Wisconsin
$35.4M 340,862 +37,590 +12%
CHP
59
Cable Hill Partners
Oregon
$34.7M 333,694 +24,033 +8%
FA
60
Financial Advisors
Massachusetts
$34.3M 329,053 +3,056 +0.9%
TC
61
Trilogy Capital
California
$34.2M 329,215 +9,418 +3%
ACM
62
Advisors Capital Management
New Jersey
$32.4M 275,568 +272,698 +9,502%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$32.2M 309,528 -79,775 -20%
TF
64
TIAA FSB
Florida
$32M 307,525 +86,617 +39%
IDA
65
Intelligence Driven Advisers
California
$31.5M 289,387 +3,635 +1%
EH
66
Equitable Holdings
New York
$31.2M 300,342 +21,240 +8%
TWM
67
TMD Wealth Management
Arizona
$31.2M 300,304 +90,310 +43%
RW
68
RVW Wealth
California
$29M 278,723 +843 +0.3%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$28.2M 270,961 -88,364 -25%
MML Investors Services
70
MML Investors Services
Massachusetts
$27.3M 262,577 -40,871 -13%
TCM
71
TD Capital Management
Tennessee
$26.9M 258,775 -1,091 -0.4%
HCA
72
Heck Capital Advisors
Wisconsin
$26.8M 257,732 -16,555 -6%
PO
73
Private Ocean
California
$26.7M 257,162 +31,556 +14%
AWE
74
Avidian Wealth Enterprises
Texas
$25.8M 248,478 -27,065 -10%
TWM
75
Thrive Wealth Management
Pennsylvania
$25.1M 241,470 +4,508 +2%
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