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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 %
GTCM
826
Gyon Technologies Capital Management
New Jersey
– – -3,474 Closed
TPA
827
Trivium Point Advisory
Connecticut
– – -2,595 Closed
TSS
828
Two Sigma Securities
New York
– – -2,529 Closed
PAMG
829
Patton Albertson Miller Group
Tennessee
– – -2,454 Closed
HTHT
830
Hemenway Trust Hemenway Trust
New Hampshire
– – -2,450 Closed
NYLIM
831
New York Life Investment Management
New York
– – -2,341 Closed
RPSA
832
Richard P. Slaughter Associates
Texas
– – -2,156 Closed
CFA
833
CWS Financial Advisors
Michigan
– – -2,048 Closed
Walleye Capital
834
Walleye Capital
New York
– – -2,020 Closed
LG
835
Leuthold Group
Minnesota
– – -2,015 Closed
WWM
836
Wiser Wealth Management
Georgia
– – -2,000 Closed
IF
837
Intrua Financial
Texas
– – -1,891 Closed
GLA
838
Good Life Advisors
Pennsylvania
– – -1,883 Closed
MC
839
Moors & Cabot
Massachusetts
– – -1,871 Closed
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
– – -1,846 Closed
CW
841
CreativeOne Wealth
Kansas
– – -1,839 Closed
CIA
842
Capital Investment Advisors
Georgia
– – -1,822 Closed
RCM
843
RB Capital Management
Nevada
– – -1,815 Closed
SIA
844
Schechter Investment Advisors
Michigan
– – -1,804 Closed
SPI
845
Sutton Place Investors
New York
– – -1,803 Closed
LTI
846
Laffer Tengler Investments
Tennessee
– – -1,740 Closed
CI
847
CX Institutional
Indiana
– – -1,718 Closed
VCM
848
Vigilant Capital Management
Maine
– – -1,139 Closed
CWP
849
Concord Wealth Partners
Virginia
– – -1,093 Closed
TWP
850
TFO Wealth Partners
Ohio
– – -1,000 Closed
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