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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 %
AC
276
AlphaCore Capital
California
$3.72M 27,600 +27,600 New
IA
277
IFP Advisors
Florida
$3.72M 43,795 +34,383 +365%
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$3.69M 27,420 -6,532 -19%
EVM
279
Eaton Vance Management
Massachusetts
$3.65M 27,123 +3,825 +16%
RSWM
280
Robertson Stephens Wealth Management
California
$3.64M 27,045 +1,929 +8%
GRP
281
Global Retirement Partners
California
$3.62M 30,949 +30,949 New
OPS
282
Orion Portfolio Solutions
Nebraska
$3.61M 26,847 -7,900 -23%
CA
283
Cetera Advisors
Colorado
$3.6M 26,730 +2,805 +12%
DWT
284
Dorsey & Whitney Trust
South Dakota
$3.59M 26,700 +155 +0.6%
SPC
285
Sigma Planning Corp
Michigan
$3.59M 26,671 +1,555 +6%
GSC
286
G&S Capital
Colorado
$3.57M 26,480 +8,573 +48%
PA
287
PFG Advisors
Arizona
$3.56M 26,406 -421 -2%
AWP
288
Ascent Wealth Partners
New York
$3.51M 26,069 -654 -2%
MCM
289
Mattern Capital Management
Colorado
$3.42M 25,434 +643 +3%
MWM
290
MorganRosel Wealth Management
Colorado
$3.38M 25,108 +25,108 New
KFGK
291
Keystone Financial Group (Kentucky)
Kentucky
$3.34M 24,822 -11,002 -31%
BCI
292
Brinker Capital Investments
Pennsylvania
$3.33M 24,736 -16,782 -40%
Mirae Asset Global Investments
293
Mirae Asset Global Investments
South Korea
$3.31M 24,600 -41,800 -63%
CWM
294
Cabot Wealth Management
Massachusetts
$3.25M 24,156 +1,189 +5%
IGWM
295
ICA Group Wealth Management
Colorado
$3.2M 26,028 +26,028 New
HC
296
Hoese & Co
Minnesota
$3.19M 23,685 +4,300 +22%
RJT
297
Raymond James Trust
Florida
$3.17M 23,552 +3,410 +17%
BPA
298
Beacon Pointe Advisors
California
$3.1M 23,003 +1,286 +6%
LFA
299
Level Financial Advisors
New York
$3.05M 22,646 +2,160 +11%
Creative Planning
300
Creative Planning
Kansas
$3.02M 22,402 -3,662 -14%
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