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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 %
TC
251
Tacita Capital
Ontario, Canada
$3.96M 35,410 +120 +0.3%
CG
252
Caprock Group
Idaho
$3.95M 35,314 +46 +0.1%
PLU
253
Performa Ltd (US)
South Carolina
$3.91M 35,016 -11,369 -25%
ACG
254
Allen Capital Group
Nebraska
$3.86M 34,540 -190 -0.5%
UCFA
255
United Capital Financial Advisors
Texas
$3.82M 34,225 +865 +3%
RVPG
256
Relative Value Partners Group
$3.8M 31,042 -852 -3%
TWA
257
TCI Wealth Advisors
Arizona
$3.77M 33,721 +33,721 New
IA
258
IFP Advisors
Florida
$3.72M 43,795 – –
MA
259
MBA Advisors
Pennsylvania
$3.71M 33,166 +2,918 +10%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$3.69M 33,004 -4,054 -11%
BWM
261
BCGM Wealth Management
Indiana
$3.69M 30,214 -4,576 -13%
IFWM
262
Institute for Wealth Management
Colorado
$3.55M 31,764 -2,087 -6%
AF
263
Advisornet Financial
Minnesota
$3.54M 31,648 -732 -2%
VIM
264
Vista Investment Management
Pennsylvania
$3.52M 31,539 +917 +3%
TFS
265
TrustCore Financial Services
Tennessee
$3.51M 31,424 +11,149 +55%
SFM
266
Signet Financial Management
New Jersey
$3.46M 30,980 +1,549 +5%
MAG
267
MRA Advisory Group
New Jersey
$3.42M 30,645 -529 -2%
CA
268
Cetera Advisors
Colorado
$3.42M 30,573 +3,843 +14%
AC
269
Avant Capital
Louisiana
$3.41M 30,552 -352 -1%
GSC
270
G&S Capital
Colorado
$3.41M 30,547 +4,067 +15%
APA
271
American Portfolios Advisors
New York
$3.39M 30,372 -5,155 -15%
GRP
272
Global Retirement Partners
California
$3.38M 30,261 -688 -2%
MWM
273
MorganRosel Wealth Management
Colorado
$3.38M 30,254 +5,146 +20%
MAG
274
Mayfair Advisory Group
Alabama
$3.34M 27,387 -350 -1%
CGFA
275
Colton Groome Financial Advisors
North Carolina
$3.23M 28,888 -12,017 -29%
9 10
11
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