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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 %
CFO
726
CVA Family Office
Colorado
$48K 466 – –
AAP
727
Arax Advisory Partners
Colorado
$48K 465 +43 +10%
BA
728
Bellwether Advisors
Nebraska
$47K 456 -102 -18%
LC
729
Lindbrook Capital
California
$44K 424 – –
AWM
730
AllSquare Wealth Management
New York
$44K 425 – –
FFA
731
Founders Financial Alliance
North Carolina
$43K 409 -220 -35%
CFB
732
Cullen/Frost Bankers
Texas
$43K 416 – –
CHA
733
Carmichael Hill & Associates
Maryland
$43K 416 – –
CT
734
Cambridge Trust
Massachusetts
$40K 389 – –
OPW
735
Oxler Private Wealth
New York
– – – –
KTC
736
Kistler-Tiffany Companies
Pennsylvania
$38K 365 – –
AWM
737
Avior Wealth Management
Nebraska
$36K 355 -481 -58%
LDFR
738
Lehman & Derafelo Financial Resources
Pennsylvania
$36K 346 – –
TAM
739
Tucker Asset Management
Colorado
$35.3K 314 – –
PFA
740
Professional Financial Advisors
Nebraska
$34K 323 +2 +0.6%
Kayne Anderson Rudnick Investment Management
741
Kayne Anderson Rudnick Investment Management
California
$31K 294 -87 -23%
LF
742
Lee Financial
Texas
$31K 302 +2 +0.7%
KC
743
Kenfarb & Co
Kentucky
$30K 289 +289 New
PPWM
744
PFG Private Wealth Management
Florida
$29K 283 -2,001 -88%
BBHC
745
Brown Brothers Harriman & Co
New York
$29K 278 +38 +16%
PPFA
746
Provida Pension Fund Administrator
Chile
$28.3K 268 -58,364 -100%
MCM
747
McMillion Capital Management
North Carolina
$27K 260 – –
HWA
748
HHM Wealth Advisors
Tennessee
$25K 244 – –
GWSG
749
GPS Wealth Strategies Group
Colorado
$25K 240 – –
NC
750
NewSquare Capital
Pennsylvania
$24K 232 -453 -66%
28 29
30
31 32