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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 %
BBHC
751
Brown Brothers Harriman & Co
New York
$31.7K 278 – –
PPFA
752
Provida Pension Fund Administrator
Chile
$30.7K 268 – –
WHG
753
Westwood Holdings Group
Texas
$30K 263 +263 New
AP
754
Arlington Partners
Alabama
$29.7K 261 +261 New
KOMWMG
755
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$29K 256 +256 New
PIMG
756
Patriot Investment Management Group
Tennessee
$28.4K 233 +233 New
HWA
757
HHM Wealth Advisors
Tennessee
$27.8K 244 – –
NC
758
NewSquare Capital
Pennsylvania
$26.4K 232 – –
FMB
759
Field & Main Bank
Kentucky
$26.4K 232 – –
TCWA
760
Ten Capital Wealth Advisors
Washington
$26.3K 231 +50 +28%
WWM
761
Wagner Wealth Management
South Carolina
$25.2K 221 +2 +0.9%
PAI
762
Pittenger & Anderson Inc
Nebraska
$24.8K 218 – –
TH
763
TCTC Holdings
Texas
$24.5K 215 – –
SBL
764
Sargent Bickham Lagudis
Colorado
$24K 211 – –
WAM
765
Worth Asset Management
Texas
$23.2K 204 – –
JIR
766
James Investment Research
Ohio
$23K 200 – –
AWM
767
Accel Wealth Management
Iowa
$22.9K 201 +1 +0.5%
RBC
768
Romano Brothers & Co
Illinois
$22.8K 200 +200 New
WWP
769
WR Wealth Planners
Missouri
$21.5K 189 – –
CBT
770
CoreFirst Bank & Trust
Kansas
$20.7K 182 – –
AIC
771
Archer Investment Corporation
Indiana
$19.3K 169 – –
MSFP
772
Mark Sheptoff Financial Planning
Connecticut
$18.9K 166 – –
PB
773
Pinnacle Bancorp
Nebraska
$17K 145 – –
WWM
774
Wolff Wiese Magana
California
$16.5K 145 -755 -84%
EWA
775
EverSource Wealth Advisors
Alabama
$15.2K 133 +133 New
29 30
31
32 33