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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 %
KAS
201
Kestra Advisory Services
Texas
$6.42M 56,316 -18,231 -24%
NA
202
NewEdge Advisors
Louisiana
$6.41M 79,150 +14,577 +23%
JIP
203
Jaffetilchin Investment Partners
Florida
$6.27M 55,032 -38,142 -41%
PWM
204
Perigon Wealth Management
California
$6.2M 54,409 +47,455 +682%
MFP
205
Meridian Financial Partners
Virginia
$5.94M 51,036 -127 -0.2%
NFC
206
Northeast Financial Consultants
Connecticut
$5.86M 51,458 -47,136 -48%
NYLIM
207
New York Life Investment Management
New York
$5.8M 50,859 +50,859 New
MFG
208
Merit Financial Group
Georgia
$5.75M 50,451 +4,828 +11%
CAG
209
Csenge Advisory Group
Florida
$5.48M 48,064 +2,468 +5%
PA
210
Parallel Advisors
California
$5.45M 47,813 -2,900 -6%
Brown Advisory
211
Brown Advisory
Maryland
$5.39M 47,304 +2,956 +7%
Truist Financial
212
Truist Financial
North Carolina
$5.36M 47,073 -1,045 -2%
BIM
213
Bridges Investment Management
Nebraska
$5.36M 47,032 – –
HSBC Holdings
214
HSBC Holdings
United Kingdom
$5.32M 46,723 -112,158 -71%
GIA
215
Gladstone Institutional Advisory
Florida
$5.29M 46,386 +567 +1%
Lido Advisors
216
Lido Advisors
California
$5.27M 46,207 -5,335 -10%
EWS
217
Evergreen Wealth Solutions
Pennsylvania
$5.14M 45,085 -1,612 -3%
HC
218
Hoese & Co
Minnesota
$4.84M 39,916 +480 +1%
CGFA
219
Colton Groome Financial Advisors
North Carolina
$4.82M 42,332 +2,469 +6%
AC
220
AlphaCore Capital
California
$4.82M 42,331 +3,920 +10%
NW
221
NewEdge Wealth
Pennsylvania
$4.79M 42,040 -15,837 -27%
PLU
222
Performa Ltd (US)
South Carolina
$4.7M 41,221 +5,611 +16%
MCM
223
MAI Capital Management
Ohio
$4.56M 40,002 -5,745 -13%
CCA
224
Cora Capital Advisors
New Jersey
$4.56M 39,974 +39,974 New
RTL
225
Red Tortoise LLC
Georgia
$4.5M 39,462 +39,462 New
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