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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 %
MWA
176
Motive Wealth Advisors
Michigan
$7.51M 72,259 +17,850 +33%
IC
177
Inscription Capital
Texas
$7.49M 72,053 – –
PWA
178
Pillar Wealth Advisors
Pennsylvania
$7.47M 71,817 +706 +1%
GHA
179
GW Henssler & Associates
Georgia
$7.46M 71,806 +1,894 +3%
TWM
180
Tradition Wealth Management
Minnesota
$7.37M 70,886 -3,742 -5%
PA
181
Prism Advisors
California
$7.23M 69,565 -44,505 -39%
Citadel Advisors
182
Citadel Advisors
Florida
$7.18M 69,063 +29,412 +74%
NAM
183
Nissay Asset Management
Japan
$7.11M 68,381 -5,954 -8%
LCC
184
Lincoln Capital Corp
Rhode Island
$7.11M 68,356 -386 -0.6%
FSA
185
Financial Sense Advisors
California
$7.1M 68,295 -2,775 -4%
Wolverine Trading
186
Wolverine Trading
Illinois
$7.03M 66,533 +66,533 New
IA
187
IFP Advisors
Florida
$6.99M 82,076 +38,281 +87%
DE
188
Day & Ennis
Georgia
$6.77M 65,174 -609 -0.9%
MCWS
189
McKinley Carter Wealth Services
West Virginia
$6.75M 64,961 -5,324 -8%
NA
190
NewEdge Advisors
Louisiana
$6.71M 64,573 +24,620 +62%
FM
191
Family Management
New York
$6.6M 63,530 -22,416 -26%
CFO
192
Custos Family Office
Texas
$6.44M 61,990 +6,655 +12%
IIA
193
IPG Investment Advisors
California
$6.29M 60,528 +3,807 +7%
SW
194
SlateStone Wealth
Florida
$6.28M 60,411 +6,485 +12%
PI
195
PineBridge Investments
New York
$6.27M 60,321 – –
LCWP
196
Legacy Capital Wealth Partners
Arkansas
$6.2M 59,689 +40 +0.1%
CWM
197
Congress Wealth Management
Massachusetts
$6.18M 59,477 +454 +0.8%
Two Sigma Advisers
198
Two Sigma Advisers
New York
$6.09M 58,600 -7,200 -11%
NW
199
NewEdge Wealth
Pennsylvania
$6.02M 57,877 -959 -2%
HIP
200
HUB Investment Partners
Texas
$6M 57,679 +3,788 +7%
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