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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

856 hedge funds and large institutions have $17.7B invested in iShares MSCI USA Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 342 increasing their positions, 289 reducing their positions, and 86 closing their positions.

Holders
856
Holders Change
-6
Holders Change %
-0.7%
% of All Funds
13.55%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
1.8%
New
92
Increased
342
Reduced
289
Closed
86
Calls
$1.78M
Puts
$10.3M
Net Calls
-$8.54M
Net Calls Change
-$11.6M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$326M
2
GFS
2
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
4
Financial Advisors
Massachusetts
$41M
5
PC
5
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$81.3M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$8M
3
COF
3
Capital One Financial
Virginia
$7.1M
4
WA
4
Waddell & Associates
Tennessee
$690K
5
HI
5
Horizon Investments
North Carolina
$97.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
226
Regal Investment Advisors
Michigan
$6.05M 44,912 +43,004 +2,254%
PFA
227
Pure Financial Advisors
California
$5.98M 44,412 +8,223 +23%
SIA
228
SkyView Investment Advisors
New Jersey
$5.93M 48,476 -13,005 -21%
CA
229
CGN Advisors
Kansas
$5.82M 43,231 +5,137 +13%
SWA
230
Stratos Wealth Advisors
Ohio
$5.81M 43,172 -18,485 -30%
WIC
231
Woodmont Investment Counsel
Tennessee
$5.68M 42,154 -1,395 -3%
MFG
232
Merit Financial Group
Georgia
$5.62M 41,774 +8,110 +24%
PI
233
PineBridge Investments
New York
$5.61M 41,700 +41,700 New
RTL
234
Red Tortoise LLC
Georgia
$5.6M 41,573 +69 +0.2%
SW
235
SlateStone Wealth
Florida
$5.54M 41,114 +10,429 +34%
CGFA
236
Colton Groome Financial Advisors
North Carolina
$5.51M 40,905 -17,384 -30%
TPA
237
Trivium Point Advisory
Connecticut
$5.49M 41,302 -3,734 -8%
NA
238
NewEdge Advisors
Louisiana
$5.41M 40,185 -13,686 -25%
MCM
239
MAI Capital Management
Ohio
$5.38M 39,936 +399 +1%
LFS
240
Lutz Financial Services
Nebraska
$5.37M 39,865 +6,519 +20%
FAIM
241
Financial Advocates Investment Management
Washington
$5.26M 39,050 +5,874 +18%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$4.99M 37,058 -168,971 -82%
JWCA
243
J.W. Cole Advisors
Florida
$4.96M 36,833 +2,405 +7%
WB
244
WesBanco Bank
West Virginia
$4.9M 36,412 +129 +0.4%
TF
245
TIAA FSB
Florida
$4.87M 36,173 +36,173 New
APA
246
American Portfolios Advisors
New York
$4.78M 35,527 +3,132 +10%
AT
247
Arden Trust
Delaware
$4.76M 35,332 +1,899 +6%
TC
248
Tacita Capital
Ontario, Canada
$4.75M 35,290 +580 +2%
CG
249
Caprock Group
Idaho
$4.75M 35,268 -286 -0.8%
BCMO
250
Buckingham Capital Management (Ohio)
Ohio
$4.74M 35,227 +1,587 +5%
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10
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