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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 %
MCC
251
Money Concepts Capital
Florida
$4.74M 35,211 +10,633 +43%
SWM
252
Scissortail Wealth Management
Oklahoma
$4.71M 37,411 +37,411 New
AI
253
Atria Investments
North Carolina
$4.68M 34,773 +7,109 +26%
ACG
254
Allen Capital Group
Nebraska
$4.68M 34,730 +2,487 +8%
AAS
255
Avantax Advisory Services
Texas
$4.61M 34,220 +12,901 +61%
IFWM
256
Institute for Wealth Management
Colorado
$4.56M 33,851 -805 -2%
UCFA
257
United Capital Financial Advisors
Texas
$4.49M 33,360 +1,141 +4%
AF
258
Advisornet Financial
Minnesota
$4.36M 32,380 +1,271 +4%
BWM
259
BCGM Wealth Management
Indiana
$4.3M 34,790 -650 -2%
RVPG
260
Relative Value Partners Group
$4.29M 31,894 -358 -1%
SWM
261
Spire Wealth Management
Virginia
$4.22M 31,374 -4,942 -14%
MAG
262
MRA Advisory Group
New Jersey
$4.2M 31,174 +2,099 +7%
AC
263
Avant Capital
Louisiana
$4.16M 30,904 +628 +2%
VIM
264
Vista Investment Management
Pennsylvania
$4.12M 30,622 +229 +0.8%
MA
265
MBA Advisors
Pennsylvania
$4.07M 30,248 +3,832 +15%
SFM
266
Signet Financial Management
New Jersey
$3.96M 29,431 +14,780 +101%
Mariner
267
Mariner
Kansas
$3.94M 29,271 +216 +0.7%
FF
268
FourThought Financial
Florida
$3.85M 28,603 -2,548 -8%
CCA
269
Column Capital Advisors
Indiana
$3.84M 28,530 +77 +0.3%
LNB
270
Ledyard National Bank
$3.84M 28,525 -191 -0.7%
FFN
271
Focus Financial Network
Minnesota
$3.81M 28,315 +26,041 +1,145%
CWM
272
Congress Wealth Management
Massachusetts
$3.81M 28,317 +19,592 +225%
SB
273
Strategic Blueprint
Georgia
$3.78M 28,102 +758 +3%
MAG
274
Mayfair Advisory Group
Alabama
$3.74M 27,737 -315 -1%
ST
275
Spinnaker Trust
Maine
$3.72M 27,655 +27,655 New
9 10
11
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