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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 %
CIAS
76
Capital Investment Advisory Services
North Carolina
$25M 240,924 +13,239 +6%
SPIA
77
Steward Partners Investment Advisory
New York
$24.9M 239,661 -6,173 -3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$24.5M 235,317 +33,028 +16%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$24.1M 232,044 +74,820 +48%
SAS
80
Sage Advisory Services
Texas
$22.8M 219,224 +109,273 +99%
BCM
81
Brookstone Capital Management
Illinois
$22.6M 216,614 +49,902 +30%
FFA
82
Fragasso Financial Advisors
Pennsylvania
$22M 212,120 +13,020 +7%
FWIA
83
Fort Washington Investment Advisors
Ohio
$22M 211,741 +69,726 +49%
AP
84
Adero Partners
California
$21.8M 198,186 +185,865 +1,509%
AAS
85
Ameritas Advisory Services
Nebraska
$21.7M 208,361 -12,600 -6%
UA
86
Unison Advisors
District of Columbia
$21.5M 207,045 +183,926 +796%
SFI
87
SPC Financial Inc
Maryland
$21.5M 206,692 +5,796 +3%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$21.3M 205,246 -16,238 -7%
BFPW
89
BOK Financial Private Wealth
Colorado
$21.1M 202,538 -1,616 -0.8%
SP
90
Symmetry Partners
Connecticut
$20.9M 201,011 +6,018 +3%
PS
91
Portfolio Strategies
New York
$20.7M 200,602 -4,049 -2%
AC
92
ASB Consultores
Florida
$20.6M 198,314 -3,261 -2%
KCM
93
Kathmere Capital Management
Pennsylvania
$20.5M 197,297 -32,317 -14%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$20.4M 195,886 -1,100 -0.6%
HCM
95
Hengehold Capital Management
Ohio
$20M 192,181 +3,041 +2%
AWS
96
Atria Wealth Solutions
New York
$19.9M 191,064 +76,195 +66%
SFS
97
Security Financial Services
Indiana
$19.6M 188,687 +186,262 +7,681%
IWS
98
Insight Wealth Strategies
California
$19.5M 174,627 – –
PAG
99
Private Advisor Group
New Jersey
$19.4M 186,404 +10,888 +6%
Cerity Partners
100
Cerity Partners
New York
$19.4M 186,319 +3,295 +2%
2 3
4
5 6