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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 %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$15.4M 134,910 -7,467 -5%
HSG
127
Helen Stephens Group
Texas
$15.2M 133,348 +2,677 +2%
AWAG
128
ARS Wealth Advisors Group
Florida
$15.1M 132,897 -21 -0%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$15M 131,202 +23,341 +22%
MWP
130
Meridian Wealth Partners
Pennsylvania
$14.9M 130,769 +3,007 +2%
CSWG
131
Cardinal Strategic Wealth Guidance
Kentucky
$14.9M 130,486 +2,419 +2%
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$14.3M 125,455 +286 +0.2%
WP
133
WealthSource Partners
California
$14.1M 124,080 +8,133 +7%
CCWA
134
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.1M 123,289 -6,800 -5%
FIA
135
Foundations Investment Advisors
Arizona
$14M 122,553 -2,470 -2%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$13.9M 122,207 -11,536 -9%
AWM
137
AE Wealth Management
Kansas
$13.7M 120,171 -1,648 -1%
PA
138
Prism Advisors
California
$13.6M 118,991 +49,426 +71%
GT
139
Glenmede Trust
Pennsylvania
$13.5M 118,422 +64,408 +119%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$13.4M 111,935 -44,433 -28%
AWE
141
Avidian Wealth Enterprises
Texas
$13.3M 117,123 -131,355 -53%
SRC
142
Shufro Rose & Co
New York
$13.1M 114,836 -8,074 -7%
VHAM
143
Van Hulzen Asset Management
California
$13M 114,195 +19,629 +21%
SWP
144
Stratos Wealth Partners
Ohio
$13M 113,670 -19,734 -15%
HCP
145
Holt Capital Partners
Texas
$12.9M 113,290 -7,317 -6%
CAL
146
Capital Advisors Ltd
Ohio
$12.5M 109,811 +8,854 +9%
PFA
147
Pure Financial Advisors
California
$12.1M 106,570 +26,672 +33%
FSA
148
Financial Sense Advisors
California
$12.1M 106,086 +37,791 +55%
BIA
149
Bell Investment Advisors
California
$11.8M 103,486 +17,148 +20%
SCM
150
Stonehearth Capital Management
Massachusetts
$11.6M 102,079 +832 +0.8%
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