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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
176
Tradition Wealth Management
Minnesota
$8.54M 74,898 +4,012 +6%
MWA
177
Motive Wealth Advisors
Michigan
$8.52M 74,762 +2,503 +3%
CF
178
Centaurus Financial
California
$8.36M 73,344 +21,793 +42%
MFG
179
Monumental Financial Group
Maryland
$8.3M 72,834 -18,834 -21%
IC
180
Inscription Capital
Texas
$8.21M 72,053 – –
HTC
181
Haverford Trust Company
Pennsylvania
$8.1M 71,078 +14,773 +26%
SFS
182
Sowell Financial Services
Arkansas
$8.1M 71,081 +30,555 +75%
PWA
183
Pillar Wealth Advisors
Pennsylvania
$8.02M 70,396 -1,421 -2%
GHA
184
GW Henssler & Associates
Georgia
$8M 70,187 -1,619 -2%
PAWA
185
Palo Alto Wealth Advisors
California
$7.96M 69,827 +69,827 New
LCC
186
Lincoln Capital Corp
Rhode Island
$7.74M 67,900 -456 -0.7%
LFS
187
Lutz Financial Services
Nebraska
$7.51M 65,901 +23,895 +57%
OWP
188
Obermeyer Wealth Partners
Colorado
$7.43M 65,168 +65,168 New
OCBCO
189
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.23M 63,400 +63,400 New
DE
190
Day & Ennis
Georgia
$7.15M 62,744 -2,430 -4%
Creative Planning
191
Creative Planning
Kansas
$7.03M 61,689 +34,799 +129%
FAIM
192
Financial Advocates Investment Management
Washington
$7.01M 61,550 +7,506 +14%
SW
193
SlateStone Wealth
Florida
$7.01M 61,546 +1,135 +2%
FA
194
FDx Advisors
Illinois
$7M 61,392 -17,581 -22%
IIA
195
IPG Investment Advisors
California
$6.92M 60,714 +186 +0.3%
HIP
196
HUB Investment Partners
Texas
$6.83M 59,971 +2,292 +4%
CW
197
Cook Wealth
North Carolina
$6.56M 57,601 +38,185 +197%
MBT
198
Montecito Bank & Trust
California
$6.55M 57,444 +6 +0%
CIC
199
Carnegie Investment Counsel
Ohio
$6.51M 57,135 +57,135 New
TA
200
Tiedemann Advisors
New York
$6.44M 56,476 +23,322 +70%
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