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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 %
LGA
126
Lebenthal Global Advisors
New York
$13.7M 131,424 -335 -0.3%
HSG
127
Helen Stephens Group
Texas
$13.6M 130,671 -15,378 -11%
DWM
128
Doyle Wealth Management
Florida
$13.6M 130,583 +11,022 +9%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.5M 130,089 -3,310 -2%
CSWG
130
Cardinal Strategic Wealth Guidance
Kentucky
$13.3M 128,067 -4,749 -4%
MWP
131
Meridian Wealth Partners
Pennsylvania
$13.3M 127,762 -635 -0.5%
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$13M 125,169 +903 +0.7%
FIA
133
Foundations Investment Advisors
Arizona
$13M 125,023 -27,263 -18%
SRC
134
Shufro Rose & Co
New York
$12.8M 122,910 -683 -0.6%
AWM
135
AE Wealth Management
Kansas
$12.7M 121,819 -168,284 -58%
HCP
136
Holt Capital Partners
Texas
$12.5M 120,607 +5,489 +5%
CAN
137
Cetera Advisor Networks
California
$12.3M 118,307 +13,301 +13%
Goldman Sachs
138
Goldman Sachs
New York
$12.2M 117,516 +27,904 +31%
WP
139
WealthSource Partners
California
$12.1M 115,947 +39,445 +52%
MPW
140
MA Private Wealth
California
$11.7M 106,699 -1,335 -1%
BWA
141
BDO Wealth Advisors
Florida
$11.5M 110,820 -1,852 -2%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$11.2M 107,861 +14,987 +16%
TWM
143
Trinity Wealth Management
Pennsylvania
$11M 105,887 +3,609 +4%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$11M 105,718 +61,139 +137%
MHS
145
M Holdings Securities
Oregon
$10.9M 104,481 -16,760 -14%
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$10.6M 101,770 -3,198 -3%
SCM
147
Stonehearth Capital Management
Massachusetts
$10.5M 101,247 +305 +0.3%
CAL
148
Capital Advisors Ltd
Ohio
$10.5M 100,957 +1,956 +2%
NFC
149
Northeast Financial Consultants
Connecticut
$10.2M 98,594 +29,059 +42%
IB
150
Intrust Bank
Kansas
$9.97M 95,947 -4,432 -4%
4 5
6
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