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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 %
EI
776
Ellevest Inc
New York
$14.6K 128 -461 -78%
AWM
777
Accurate Wealth Management
Florida
$14K 120 +120 New
CSB
778
City State Bank
Iowa
$13K 114 – –
AA
779
Ancora Advisors
Ohio
$13K 117 – –
SA
780
SRH Advisors
Kansas
$13K 114 +114 New
EW
781
Element Wealth
Mississippi
$12.9K 113 +64 +131%
PFBT
782
Parkside Financial Bank & Trust
Missouri
$11.7K 103 – –
SCA
783
Stonebridge Capital Advisors
Minnesota
$11.3K 99 +98 +9,800%
TWD
784
True Wealth Design
Ohio
$10.9K 96 +96 New
NFSG
785
Newbridge Financial Services Group
Florida
$10.8K 95 +54 +132%
LWP
786
Laurel Wealth Planning
Minnesota
$9.35K 82 -112 -58%
CAL
787
Capital Analysts LLC
Pennsylvania
$9K 83 – –
DSC
788
Duncker Streett & Co
Missouri
$8.21K 72 – –
IFAM
789
Institutional & Family Asset Management
Colorado
$7.75K 68 -101 -60%
WA
790
Win Advisors
Florida
$7.07K 62 – –
KSWA
791
Kathleen S. Wright Associates
Pennsylvania
$7K 60 – –
CSPAM
792
Cary Street Partners Asset Management
Virginia
$6.84K 60 +60 New
CPG
793
Cornerstone Planning Group
New Jersey
$6.76K 58 +58 New
VNA
794
Valley National Advisers
Pennsylvania
$6K 58 – –
FGAM
795
Financial Gravity Asset Management
Texas
$5.6K 114 +114 New
BHWM
796
Beaird Harris Wealth Management
Texas
$4.44K 39 – –
KFS
797
Kelly Financial Services
Massachusetts
$4.32K 38 – –
TRCT
798
Tower Research Capital (TRC)
New York
$4K 37 -1,861 -98%
JHCP
799
Jackson Hole Capital Partners
Oklahoma
$3.88K 34 – –
SIS
800
Sound Income Strategies
Florida
$2.85K 25 – –
30 31
32
33 34