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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 %
FPAS
851
Focus Partners Advisor Solutions
Missouri
– – -3,071 Closed
VWM
852
Venturi Wealth Management
Texas
– – -2,981 Closed
HPWM
853
Highland Private Wealth Management
Washington
– – -2,963 Closed
NWM
854
NEIRG Wealth Management
Massachusetts
– – -2,841 Closed
Barclays
855
Barclays
United Kingdom
– – -2,700 Closed
CFO
856
Collective Family Office
Pennsylvania
– – -2,586 Closed
LC
857
Lavaca Capital
Texas
– – -2,318 Closed
FIM
858
Freedom Investment Management
Connecticut
– – -2,247 Closed
ACK
859
Andrew C. Karlinski
– – -2,247 Closed
GW
860
GW & Wade
Massachusetts
– – -2,158 Closed
WC
861
Whitney & Co
New York
– – -2,068 Closed
WIA
862
World Investment Advisors
California
– – -2,035 Closed
MOS
863
MGO One Seven
Ohio
– – -2,025 Closed
TVAMP
864
Tennessee Valley Asset Management Partners
Tennessee
– – -1,980 Closed
TA
865
TruWealth Advisors
Louisiana
– – -1,979 Closed
CFG
866
Cooper Financial Group
California
– – -1,956 Closed
PWMG
867
Pinnacle Wealth Management Group
Michigan
– – -1,956 Closed
SPAS
868
Spectrum Planning & Advisory Services
California
– – -1,931 Closed
TIM
869
Tevis Investment Management
Texas
– – -1,697 Closed
SOS
870
Silver Oak Securities
Tennessee
– – -1,242 Closed
PIM
871
Progressive Investment Management
Oregon
– – -1,222 Closed
QT
872
Quantbot Technologies
New York
– – -993 Closed
EW
873
Evoke Wealth
California
– – -951 Closed
MA
874
MUFG Americas
New York
– – -925 Closed
MAM
875
Meeder Asset Management
Ohio
– – -684 Closed
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