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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 %
IDA
51
Intelligence Driven Advisers
California
$45M 387,822 +98,435 +34%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$43.6M 382,949 -53,729 -12%
ACM
53
Advisors Capital Management
New Jersey
$43.4M 380,629 +105,061 +38%
PO
54
Private Ocean
California
$42.7M 375,023 +117,861 +46%
OIA
55
OneDigital Investment Advisors
Kansas
$42.2M 370,257 +216,625 +141%
HFS
56
Howard Financial Services
Texas
$40.6M 356,363 -20,593 -5%
B
57
Barings
North Carolina
$40.6M 355,958 -204,672 -37%
BAAM
58
Baker Avenue Asset Management
California
$40.5M 355,267 -4,386 -1%
TC
59
Trilogy Capital
California
$40.4M 354,714 +25,499 +8%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$40M 350,802 +118,758 +51%
PA
61
Pinnacle Associates
New York
$39.5M 346,553 +3,229 +0.9%
BCM
62
Brookstone Capital Management
Illinois
$39.1M 337,001 +120,387 +56%
OWM
63
Orgel Wealth Management
Wisconsin
$38.7M 339,603 -1,259 -0.4%
MWM
64
Merriman Wealth Management
Washington
$37.5M 328,911 -72,061 -18%
FA
65
Financial Advisors
Massachusetts
$37M 324,761 -4,292 -1%
WDL
66
Well Done LLC
Michigan
$37M 324,408 -19,847 -6%
CAM
67
Cresset Asset Management
Illinois
$36.6M 326,044 -15,346 -4%
CHP
68
Cable Hill Partners
Oregon
$36.5M 319,926 -13,768 -4%
AWS
69
AJ Wealth Strategies
New York
$33.3M 291,842 -133,992 -31%
RW
70
RVW Wealth
California
$32.8M 287,800 +9,077 +3%
EH
71
Equitable Holdings
New York
$32.4M 284,402 -15,940 -5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$30.9M 271,576 -37,952 -12%
Franklin Resources
73
Franklin Resources
California
$30.1M 264,268 -99,899 -27%
TWM
74
TMD Wealth Management
Arizona
$29.5M 258,810 -41,494 -14%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$29.2M 256,241 +20,924 +9%
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