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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 %
SWMG
801
Sanchez Wealth Management Group
Florida
– – -177,138 Closed
Jane Street
802
Jane Street
New York
– – -86,617 Closed
SAM
803
Silverhawk Asset Management
Arizona
– – -85,790 Closed
E
804
Ergoteles
New York
– – -76,568 Closed
AIP
805
Almanack Investment Partners
Pennsylvania
– – -52,887 Closed
ST
806
Spinnaker Trust
Maine
– – -47,443 Closed
FTUS
807
Flow Traders U.S.
New York
– – -37,831 Closed
HF
808
HRT Financial
New York
– – -21,967 Closed
TA
809
Trellis Advisors
Washington
– – -20,069 Closed
Macquarie Group
810
Macquarie Group
Australia
– – -13,704 Closed
STA
811
Summit Trail Advisors
New York
– – -12,011 Closed
EPA
812
Element Pointe Advisors
Florida
– – -11,228 Closed
OMC
813
Old Mission Capital
Illinois
– – -10,562 Closed
CIBC World Market
814
CIBC World Market
Ontario, Canada
– – -10,348 Closed
VIA
815
Vident Investment Advisory
Georgia
– – -10,009 Closed
SC
816
Scotia Capital
Ontario, Canada
– – -6,524 Closed
TW
817
TrinityPoint Wealth
Connecticut
– – -5,756 Closed
USCWA
818
U.S. Capital Wealth Advisors
Texas
– – -5,443 Closed
MMM
819
Mendel Money Management
Illinois
– – -5,057 Closed
SWP
820
ShoreHaven Wealth Partners
New Jersey
– – -4,219 Closed
SAM
821
Secure Asset Management
Michigan
– – -4,115 Closed
CWA
822
Centennial Wealth Advisory
Michigan
– – -4,028 Closed
EWA
823
EP Wealth Advisors
California
– – -3,751 Closed
FWCM
824
Ferguson Wellman Capital Management
Oregon
– – -3,581 Closed
SIA
825
Soltis Investment Advisors
Utah
– – -3,475 Closed
31 32
33
34 35