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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 %
CAL
776
Capital Analysts LLC
Pennsylvania
$9K 83 – –
CTB
777
Country Trust Bank
Illinois
$9K 84 – –
DSC
778
Duncker Streett & Co
Missouri
$7K 72 – –
VNA
779
Valley National Advisers
Pennsylvania
$6K 58 – –
WA
780
Win Advisors
Florida
$6K 62 – –
KSWA
781
Kathleen S. Wright Associates
Pennsylvania
$6K 60 – –
FRA
782
Front Row Advisors
California
$6K 59 – –
TAM
783
Townsend Asset Management
North Carolina
$5K 50 – –
EW
784
Element Wealth
Mississippi
$5K 49 – –
BHWM
785
Beaird Harris Wealth Management
Texas
$4K 39 – –
JHCP
786
Jackson Hole Capital Partners
Oklahoma
$4K 34 – –
NFSG
787
Newbridge Financial Services Group
Florida
$4K 41 – –
KFS
788
Kelly Financial Services
Massachusetts
$3.93K 38 – –
CPFP
789
Clear Perspectives Financial Planning
Ohio
$3K 25 – –
SIS
790
Sound Income Strategies
Florida
$3K 25 – –
SC
791
SouthState Corp
Florida
$2K 23 -1,788 -99%
PA
792
PSI Advisors
Florida
$2K 24 – –
BBPWM
793
Blue Bell Private Wealth Management
Pennsylvania
$2K 18 – –
BSB
794
Bangor Savings Bank
Maine
$2K 18 +18 New
Bank of Montreal
795
Bank of Montreal
Ontario, Canada
$1.9K 15,473 +1,005 +7%
ACM
796
Absolute Capital Management
Pennsylvania
$1.28K 12 +12 New
FMP
797
Financial Management Professionals
Texas
$1K 10 – –
MFC
798
Morris Financial Concepts
South Carolina
$1K 11 – –
MOS
799
MGO One Seven
Ohio
$392 2,025 +2,025 New
WIM
800
Westside Investment Management
California
$28 276 – –
30 31
32
33 34