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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 %
AF
101
Apexium Financial
Texas
$19.3M 186,372 +106,868 +134%
SPIA
102
Strategic Point Investment Advisors
Rhode Island
$18.9M 181,417 -912 -0.5%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.7M 179,929 -44,620 -20%
AF
104
Allworth Financial
California
$18.6M 178,488 -14,180 -7%
FG
105
Foster Group
Iowa
$18.3M 175,814 +11,091 +7%
CG
106
CFO4Life Group
Texas
$18.1M 174,088 +7,957 +5%
TWM
107
Tanglewood Wealth Management
Texas
$18.1M 173,947 -230,997 -57%
SWP
108
Summit Wealth Partners
Florida
$17.9M 171,986 -7,579 -4%
CFFP
109
Center for Financial Planning
Michigan
$16.7M 160,899 -18,850 -10%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$16.6M 156,368 +34,978 +29%
ACM
111
Armbruster Capital Management
New York
$16.5M 159,163 +6,643 +4%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$16.5M 158,881 +748 +0.5%
OIA
113
OneDigital Investment Advisors
Kansas
$16M 153,632 +100,817 +191%
TWA
114
Tillar-Wenstrup Advisors
Ohio
$15.3M 147,194 +10,189 +7%
SWA
115
Sax Wealth Advisors
New Jersey
$15.2M 146,329 +7,090 +5%
DLIC
116
Daido Life Insurance Company
Japan
$15.2M 145,814 – –
WCG
117
Weaver Consulting Group
California
$15.1M 145,725 -2,525 -2%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$14.8M 142,377 -23,275 -14%
CA
119
Centerpoint Advisors
Massachusetts
$14.7M 141,090 +3,613 +3%
BWM
120
Baystate Wealth Management
Massachusetts
$14.2M 136,674 +8,205 +6%
RWP
121
Reliant Wealth Planning
Kentucky
$14.1M 135,979 +3,334 +3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.9M 133,743 +11,703 +10%
AC
123
Apella Capital
Connecticut
$13.9M 133,473 +17,274 +15%
SWP
124
Stratos Wealth Partners
Ohio
$13.9M 133,404 -9,144 -6%
AWAG
125
ARS Wealth Advisors Group
Florida
$13.8M 132,918 +40,109 +43%
3 4
5
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