QUAL icon

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 %
Jones Financial Companies
876
Jones Financial Companies
Missouri
– – -656 Closed
HPC
877
HM Payson & Co
Maine
– – -600 Closed
CIA
878
Choate Investment Advisors
Massachusetts
– – -542 Closed
CFB
879
Cullen/Frost Bankers
Texas
– – -416 Closed
CT
880
Cambridge Trust
Massachusetts
– – -389 Closed
LDFR
881
Lehman & Derafelo Financial Resources
Pennsylvania
– – -346 Closed
PFA
882
Professional Financial Advisors
Nebraska
– – -323 Closed
MCM
883
McMillion Capital Management
North Carolina
– – -260 Closed
GWSG
884
GPS Wealth Strategies Group
Colorado
– – -240 Closed
HI
885
Hudock Inc
Pennsylvania
– – -160 Closed
APW
886
Axim Planning & Wealth
Ohio
– – -144 Closed
OSNBOA
887
Old Second National Bank of Aurora
Illinois
– – -95 Closed
CTB
888
Country Trust Bank
Illinois
– – -84 Closed
TAM
889
Townsend Asset Management
North Carolina
– – -50 Closed
ACM
890
Absolute Capital Management
Pennsylvania
– – -12 Closed
FMP
891
Financial Management Professionals
Texas
– – -10 Closed
CG
892
Cutler Group
California
– – – –
OPW
893
Oxler Private Wealth
New York
– – – –
FCAS
894
First Command Advisory Services
Texas
$0 41 +41 New
32 33 34 35
36