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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

833 hedge funds and large institutions have $14.4B invested in iShares MSCI USA Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 290 increasing their positions, 339 reducing their positions, and 89 closing their positions.

Holders
833
Holders Change
-23
Holders Change %
-2.69%
% of All Funds
14.09%
Holding in Top 10
96
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.79%
% of All Funds
1.62%
New
76
Increased
290
Reduced
339
Closed
89
Calls
$1.5M
Puts
$8.76M
Net Calls
-$7.26M
Net Calls Change
+$1.28M

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$152M
2
SW
2
SVB Wealth
Massachusetts
$96M
3
CHP
3
Cable Hill Partners
Oregon
$34.6M
4
M&T Bank
4
M&T Bank
New York
$215M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$451M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$4.01M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24.7M
3
AF
3
Allworth Financial
California
$21.5M
4
Ameriprise
4
Ameriprise
Minnesota
$515M
5
AWM
5
AE Wealth Management
Kansas
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
226
Csenge Advisory Group
Florida
$5.05M 45,187 -4,940 -10%
GIA
227
Gladstone Institutional Advisory
Florida
$5.02M 44,942 -139 -0.3%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$4.98M 44,579 -172,402 -79%
Creative Planning
229
Creative Planning
Kansas
$4.93M 44,084 +21,682 +97%
CAN
230
Claraphi Advisory Network
United States
$4.88M 43,673 -14,573 -25%
Mariner
231
Mariner
Kansas
$4.87M 43,585 +14,314 +49%
RF
232
Rollins Financial
Georgia
$4.79M 42,908 -3,596 -8%
WS
233
Wedbush Securities
California
$4.77M 42,678 -2,864 -6%
MIAN
234
Mariner Independent Advisor Network
Kansas
$4.76M 41,410 -42,945 -51%
WIC
235
Woodmont Investment Counsel
Tennessee
$4.72M 42,272 +118 +0.3%
RTL
236
Red Tortoise LLC
Georgia
$4.63M 41,447 -126 -0.3%
FAIM
237
Financial Advocates Investment Management
Washington
$4.52M 40,479 +1,429 +4%
AI
238
Atria Investments
North Carolina
$4.51M 40,367 +5,594 +16%
NA
239
NewEdge Advisors
Louisiana
$4.46M 39,953 -232 -0.6%
LFS
240
Lutz Financial Services
Nebraska
$4.46M 39,939 +74 +0.2%
Citadel Advisors
241
Citadel Advisors
Florida
$4.43M 39,651 +36,877 +1,329%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$4.4M 39,409 +32,808 +497%
ELI
243
Empire Life Investments
Ontario, Canada
$4.35M 38,947 -19,100 -33%
AAS
244
Avantax Advisory Services
Texas
$4.32M 38,691 +4,471 +13%
GVAG
245
Great Valley Advisor Group
Delaware
$4.28M 38,312 -11,700 -23%
FTUS
246
Flow Traders U.S.
New York
$4.23M 37,831 -8,847 -19%
AT
247
Arden Trust
Delaware
$4.12M 36,871 +1,539 +4%
LB
248
Leo Brokerage
Texas
$4.11M 36,762 +36,762 New
BCMO
249
Buckingham Capital Management (Ohio)
Ohio
$4.01M 35,895 +668 +2%
CIAS
250
CFS Investment Advisory Services
New Jersey
$4.01M 35,874 -6,916,879 -99%
8 9
10
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