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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 %
TWM
151
Trinity Wealth Management
Pennsylvania
$11.6M 102,043 -3,844 -4%
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$11.5M 100,930 -840 -0.8%
BWA
153
BDO Wealth Advisors
Florida
$11.3M 99,227 -11,593 -10%
MPW
154
MA Private Wealth
California
$11.3M 99,066 -7,633 -7%
AT
155
American Trust
Kentucky
$11M 96,886 +1,470 +2%
MHS
156
M Holdings Securities
Oregon
$10.9M 96,003 -8,478 -8%
AWA
157
ARQ Wealth Advisors
Arizona
$10.8M 94,785 +7,063 +8%
IB
158
Intrust Bank
Kansas
$10.7M 93,738 -2,209 -2%
RPCA
159
Running Point Capital Advisors
California
$10.5M 92,253 +1,788 +2%
Mariner
160
Mariner
Kansas
$10.5M 90,653 +48,051 +113%
MA
161
Mutual Advisors
Nebraska
$10.4M 91,601 +14,338 +19%
UWPG
162
Ullmann Wealth Partners Group
Florida
$9.93M 87,178 +899 +1%
WWM
163
Windsor Wealth Management
Indiana
$9.8M 84,367 +9,661 +13%
TFA
164
Tobias Financial Advisors
Florida
$9.69M 84,997 +1,604 +2%
WFA
165
Wade Financial Advisory
California
$9.47M 83,143 -11,743 -12%
GWAG
166
Garrett Wealth Advisory Group
Texas
$9.28M 81,474 -2,724 -3%
FM
167
Family Management
New York
$9.11M 79,982 +16,452 +26%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$9.11M 79,968 +29,944 +60%
SI
169
Stephens Inc
Arkansas
$9.08M 79,672 +1,330 +2%
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$8.97M 78,693 -3,942 -5%
CFC
171
Client First Capital
California
$8.95M 78,535 -2,566 -3%
EFL
172
ERn Financial LLC
Wisconsin
$8.91M 78,227 -2,678 -3%
CA
173
CGN Advisors
Kansas
$8.8M 77,237 +21,624 +39%
CA
174
Cetera Advisors
Colorado
$8.64M 75,824 -1,931 -2%
ERWM
175
Elk River Wealth Management
Colorado
$8.6M 75,483 -3,681 -5%
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7
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