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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$29.2M 255,966 -6,611 -3%
HCA
77
Heck Capital Advisors
Wisconsin
$28.8M 252,868 -4,864 -2%
TCM
78
TD Capital Management
Tennessee
$28.7M 252,211 -6,564 -3%
UA
79
Unison Advisors
District of Columbia
$28.4M 249,590 +42,545 +21%
CIAS
80
Capital Investment Advisory Services
North Carolina
$28.1M 246,772 +5,848 +2%
Goldman Sachs
81
Goldman Sachs
New York
$27M 237,346 +119,830 +102%
SPIA
82
Steward Partners Investment Advisory
New York
$26.8M 235,271 -4,390 -2%
SP
83
Symmetry Partners
Connecticut
$26.8M 234,835 +33,824 +17%
BWL
84
Bogart Wealth LLC
Virginia
$26.3M 230,924 +230,410 +44,827%
SAS
85
Sage Advisory Services
Texas
$24.9M 218,576 -648 -0.3%
BWM
86
Baron Wealth Management
Michigan
$24.4M 214,019 +214,019 New
PWMAG
87
Pinnacle Wealth Management Advisory Group
New Jersey
$23.5M 206,270 +10,384 +5%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$23.4M 205,636 +390 +0.2%
FFA
89
Fragasso Financial Advisors
Pennsylvania
$23.3M 204,068 -8,052 -4%
KCM
90
Kathmere Capital Management
Pennsylvania
$23M 202,214 +4,917 +2%
AWS
91
Atria Wealth Solutions
New York
$22.3M 195,636 +4,572 +2%
HCM
92
Hengehold Capital Management
Ohio
$22.2M 194,849 +2,668 +1%
Cerity Partners
93
Cerity Partners
New York
$21.9M 192,409 +6,090 +3%
AAS
94
Ameritas Advisory Services
Nebraska
$21.7M 190,571 -17,790 -9%
BFPW
95
BOK Financial Private Wealth
Colorado
$21.7M 190,009 -12,529 -6%
AF
96
Apexium Financial
Texas
$21.3M 187,191 +819 +0.4%
FG
97
Foster Group
Iowa
$21M 184,049 +8,235 +5%
SPIA
98
Strategic Point Investment Advisors
Rhode Island
$20.6M 180,605 -812 -0.4%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$20.5M 180,187 +258 +0.1%
SWA
100
Strategies Wealth Advisors
Michigan
$20M 175,627 +175,627 New
2 3
4
5 6