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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 %
MBT
201
Montecito Bank & Trust
California
$5.97M 57,438 -6,377 -10%
HTC
202
Haverford Trust Company
Pennsylvania
$5.85M 56,305 +56,305 New
CA
203
CoreCap Advisors
Michigan
$5.85M 56,282 +868 +2%
Lido Advisors
204
Lido Advisors
California
$5.8M 51,542 -3,762 -7%
CA
205
CGN Advisors
Kansas
$5.78M 55,613 +4,773 +9%
WWM
206
Western Wealth Management
Colorado
$5.76M 54,958 +7,330 +15%
GT
207
Glenmede Trust
Pennsylvania
$5.61M 54,014 +45,092 +505%
FAIM
208
Financial Advocates Investment Management
Washington
$5.45M 54,044 +13,565 +34%
CF
209
Centaurus Financial
California
$5.36M 51,551 +2,182 +4%
MFP
210
Meridian Financial Partners
Virginia
$5.31M 51,163 +6,938 +16%
PA
211
Parallel Advisors
California
$5.27M 50,713 -1,178 -2%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$5.2M 50,024 +10,615 +27%
ONB
213
Old National Bancorp
Indiana
$5.12M 49,298 -7,412 -13%
Truist Financial
214
Truist Financial
North Carolina
$5M 48,118 -24,569 -34%
BIM
215
Bridges Investment Management
Nebraska
$4.89M 47,032 -438 -0.9%
EWS
216
Evergreen Wealth Solutions
Pennsylvania
$4.85M 46,697 -19,196 -29%
GIA
217
Gladstone Institutional Advisory
Florida
$4.76M 45,819 +877 +2%
MCM
218
MAI Capital Management
Ohio
$4.76M 45,747 -476 -1%
MFG
219
Merit Financial Group
Georgia
$4.74M 45,623 -11,490 -20%
CAG
220
Csenge Advisory Group
Florida
$4.74M 45,596 +409 +0.9%
OAP
221
One Advisory Partners
Kansas
$4.66M 44,864 +35,806 +395%
Brown Advisory
222
Brown Advisory
Maryland
$4.61M 44,348 +34,648 +357%
WS
223
Wedbush Securities
California
$4.54M 43,695 +1,017 +2%
Mariner
224
Mariner
Kansas
$4.43M 42,602 -983 -2%
LFS
225
Lutz Financial Services
Nebraska
$4.37M 42,006 +2,067 +5%
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