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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 %
SN
726
Sittner & Nelson
Oregon
$58.2K 511 – –
JWA
727
JFS Wealth Advisors
Pennsylvania
$58K 509 -120 -19%
TA
728
Tectonic Advisors
Texas
$55.8K 490 – –
FPFS
729
First Personal Financial Services
North Carolina
$55.3K 485 – –
TFGT
730
TS Financial Group (TSFG)
Illinois
$55K 479 – –
CFO
731
CVA Family Office
Colorado
$53.1K 466 – –
BA
732
Bellwether Advisors
Nebraska
$49.7K 436 -20 -4%
USCWA
733
U.S. Capital Wealth Advisors
Texas
$48.9K 429 +429 New
AAP
734
Arax Advisory Partners
Colorado
$48.6K 426 -39 -8%
AWM
735
AllSquare Wealth Management
New York
$48.4K 425 – –
LC
736
Lindbrook Capital
California
$48.3K 424 – –
CHA
737
Carmichael Hill & Associates
Maryland
$47.4K 416 – –
CS
738
Comerica Securities
Michigan
$47.3K 415 +415 New
FFA
739
Founders Financial Alliance
North Carolina
$46.6K 409 – –
KTC
740
Kistler-Tiffany Companies
Pennsylvania
$46.6K 409 +44 +12%
YDMI
741
Y.D. More Investments
Israel
$45.8K 400 +400 New
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.5K 382 -213 -36%
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$41.9K 367 +73 +25%
AWM
744
Avior Wealth Management
Nebraska
$40.6K 356 +1 +0.3%
PPWM
745
PFG Private Wealth Management
Florida
$39K 340 +57 +20%
TAM
746
Tucker Asset Management
Colorado
$36K 314 – –
RFA
747
Resurgent Financial Advisors
Georgia
$35K 307 +307 New
LF
748
Lee Financial
Texas
$34.5K 303 +1 +0.3%
GM
749
GeoWealth Management
Illinois
$34K 302 +302 New
KC
750
Kenfarb & Co
Kentucky
$32.9K 289 – –
28 29
30
31 32