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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 %
AT
151
American Trust
Kentucky
$9.92M 95,416 -6,926 -7%
WFA
152
Wade Financial Advisory
California
$9.86M 94,886 +9,354 +11%
VHAM
153
Van Hulzen Asset Management
California
$9.83M 94,566 +1,168 +1%
JIP
154
Jaffetilchin Investment Partners
Florida
$9.69M 93,174 +519 +0.6%
MFG
155
Monumental Financial Group
Maryland
$9.53M 91,668 +12,939 +16%
RPCA
156
Running Point Capital Advisors
California
$9.4M 90,465 +6,513 +8%
AWA
157
ARQ Wealth Advisors
Arizona
$9.12M 87,722 +737 +0.8%
SF
158
Symphony Financial
Texas
$9.05M 85,801 -26,034 -23%
BIA
159
Bell Investment Advisors
California
$8.97M 86,338 +7,296 +9%
UWPG
160
Ullmann Wealth Partners Group
Florida
$8.97M 86,279 -3,157 -4%
WFA
161
Wells Financial Advisors
Massachusetts
$8.78M 84,433 +269 +0.3%
GWAG
162
Garrett Wealth Advisory Group
Texas
$8.75M 84,198 -12,674 -13%
TFA
163
Tobias Financial Advisors
Florida
$8.67M 83,393 +6,276 +8%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$8.59M 82,635 -5,173 -6%
CFC
165
Client First Capital
California
$8.43M 81,101 +308 +0.4%
EFL
166
ERn Financial LLC
Wisconsin
$8.41M 80,905 -1,621 -2%
FHA
167
First Horizon Advisors
Tennessee
$8.32M 80,074 +2,570 +3%
PFA
168
Pure Financial Advisors
California
$8.31M 79,898 +6,724 +9%
ERWM
169
Elk River Wealth Management
Colorado
$8.23M 79,164 +79,164 New
FA
170
FDx Advisors
Illinois
$8.21M 78,973 +31,445 +66%
SI
171
Stephens Inc
Arkansas
$8.14M 78,342 +2,086 +3%
CA
172
Cetera Advisors
Colorado
$8.08M 77,755 +47,182 +154%
MA
173
Mutual Advisors
Nebraska
$8.03M 77,263 +4,128 +6%
WWM
174
Windsor Wealth Management
Indiana
$7.91M 74,706 +7,327 +11%
KAS
175
Kestra Advisory Services
Texas
$7.75M 74,547 +15,664 +27%
5 6
7
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