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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 %
CPFP
801
Clear Perspectives Financial Planning
Ohio
$2.85K 25 – –
PA
802
PSI Advisors
Florida
$2.74K 24 – –
LFA
803
LGT Financial Advisors
Texas
$2.67K 23 +23 New
SC
804
SouthState Corp
Florida
$2.62K 23 – –
BBPWM
805
Blue Bell Private Wealth Management
Pennsylvania
$2.05K 18 – –
BSB
806
Bangor Savings Bank
Maine
$2K 18 – –
VF
807
VitalStone Financial
Texas
$2K 20 +20 New
S
808
SignatureFD
Georgia
$1.6K 14 -97 -87%
AWM
809
Abound Wealth Management
Tennessee
$1.48K 13 -595 -98%
MAWA
810
Moss Adams Wealth Advisors
Washington
$1.37K 12 +12 New
MFC
811
Morris Financial Concepts
South Carolina
$1.25K 11 – –
GFWA
812
Grey Fox Wealth Advisors
Delaware
$1.25K 11 +11 New
BCMIO
813
Beacon Capital Management Inc (Ohio)
Ohio
$1.14K 10 +10 New
FRA
814
Front Row Advisors
California
$1K 9 -50 -85%
GWANC
815
Guardian Wealth Advisors (North Carolina)
North Carolina
$912 8 +8 New
KIA
816
Kraematon Investment Advisors
Massachusetts
$741 7 +7 New
WOSD
817
WFA of San Diego
California
$570 5 +5 New
OLVIG
818
Oliver Lagore Vanvalin Investment Group
Michigan
$342 3 – –
WIM
819
Westside Investment Management
California
$31 276 – –
CMP
820
Coston McIsaac & Partners
Maine
$1 9 – –
PS
821
Portfolio Strategies
New York
– – -200,602 Closed
RWP
822
Reliant Wealth Planning
Kentucky
– – -135,979 Closed
LGA
823
Lebenthal Global Advisors
New York
– – -131,424 Closed
Susquehanna International Group
824
Susquehanna International Group
Pennsylvania
– – -105,718 Closed
Wolverine Trading
825
Wolverine Trading
Illinois
– – -66,533 Closed
31 32
33
34 35