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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 %
SFS
101
Security Financial Services
Indiana
$19.8M 174,010 -14,677 -8%
AC
102
ASB Consultores
Florida
$19.6M 171,582 -26,732 -13%
SWP
103
Summit Wealth Partners
Florida
$19.2M 168,315 -3,671 -2%
TWM
104
Tanglewood Wealth Management
Texas
$19M 166,331 -7,616 -4%
AF
105
Allworth Financial
California
$19M 166,326 -12,162 -7%
TWA
106
Tillar-Wenstrup Advisors
Ohio
$18.9M 165,511 +18,317 +12%
AC
107
Apella Capital
Connecticut
$18.6M 162,983 +29,510 +22%
IWS
108
Insight Wealth Strategies
California
$18.4M 161,045 -13,582 -8%
SFI
109
SPC Financial Inc
Maryland
$18.3M 160,917 -45,775 -22%
PCIA
110
Prime Capital Investment Advisors
Kansas
$18.2M 159,413 +154,874 +3,412%
ACM
111
Armbruster Capital Management
New York
$17.8M 156,176 -2,987 -2%
FWIA
112
Fort Washington Investment Advisors
Ohio
$17.1M 149,641 -62,100 -29%
CFFP
113
Center for Financial Planning
Michigan
$16.6M 145,837 -15,062 -9%
DLIC
114
Daido Life Insurance Company
Japan
$16.6M 145,814 – –
SWA
115
Sax Wealth Advisors
New Jersey
$16.5M 144,985 -1,344 -0.9%
CA
116
Centerpoint Advisors
Massachusetts
$16.4M 143,687 +2,597 +2%
CG
117
CFO4Life Group
Texas
$16.3M 142,887 -31,201 -18%
C
118
CFO4Life
Texas
$16.3M 142,887 +142,887 New
RBA
119
Richard Bernstein Advisors
New York
$16.2M 142,048 -681,464 -83%
SAG
120
SageView Advisory Group
California
$16M 140,319 +140,319 New
SF
121
Symphony Financial
Texas
$15.7M 134,318 +48,517 +57%
CAN
122
Cetera Advisor Networks
California
$15.6M 136,767 +18,460 +16%
WCG
123
Weaver Consulting Group
California
$15.5M 136,377 -9,348 -6%
BWM
124
Baystate Wealth Management
Massachusetts
$15.5M 136,223 -451 -0.3%
NAM
125
Nissay Asset Management
Japan
$15.5M 135,646 +67,265 +98%
3 4
5
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