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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 %
VRM
851
Vectors Research Management
New York
– – -957 Closed
CCP
852
Clarkston Capital Partners
Michigan
– – -865 Closed
VVP
853
Venture Visionary Partners
Ohio
– – -678 Closed
RIM
854
Rockbridge Investment Management
New York
– – -513 Closed
Simplex Trading
855
Simplex Trading
Illinois
– – -414 Closed
SCA
856
Stonebridge Capital Advisors
Minnesota
$0 1 -383 -100%
COCM
857
Charter Oak Capital Management
New Hampshire
– – -342 Closed
HBW
858
Hazlett, Burt & Watson
West Virginia
– – -339 Closed
GIA
859
GHP Investment Advisors
Colorado
– – -335 Closed
CWM
860
Curi Wealth Management
North Carolina
– – -230 Closed
HF
861
Halpern Financial
Virginia
– – -213 Closed
SMFG
862
Sumitomo Mitsui Financial Group
Japan
– – -200 Closed
IAS
863
IMA Advisory Services
Colorado
– – -119 Closed
Toronto Dominion Bank
864
Toronto Dominion Bank
Ontario, Canada
– – -106 Closed
JWM
865
Janiczek Wealth Management
Colorado
– – -76 Closed
FP
866
Financial Perspectives
Minnesota
– – -75 Closed
GC
867
Gould Capital
Washington
– – -72 Closed
OLVIG
868
Oliver Lagore Vanvalin Investment Group
Michigan
$0 3 -33 -92%
KFAA
869
Klaas Financial Asset Advisors
Illinois
– – -9 Closed
WOSD
870
WFA of San Diego
California
– – -5 Closed
CG
871
Cutler Group
California
– – – –
CMP
872
Coston McIsaac & Partners
Maine
$0 9 +9 New
31 32 33 34
35