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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 %
CCA
276
Column Capital Advisors
Indiana
$3.2M 28,636 +106 +0.4%
AC
277
AlphaCore Capital
California
$3.18M 28,428 +828 +3%
FF
278
FourThought Financial
Florida
$3.18M 28,418 -185 -0.6%
IGWM
279
ICA Group Wealth Management
Colorado
$3.17M 25,538 -490 -2%
HC
280
Hoese & Co
Minnesota
$3.15M 28,175 +4,490 +19%
MCC
281
Money Concepts Capital
Florida
$3.13M 27,853 -7,358 -21%
LNB
282
Ledyard National Bank
$3.12M 27,957 -568 -2%
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$3.07M 27,476 +56 +0.2%
SB
284
Strategic Blueprint
Georgia
$3.06M 27,404 -698 -2%
RSWM
285
Robertson Stephens Wealth Management
California
$3.03M 27,108 +63 +0.2%
SPC
286
Sigma Planning Corp
Michigan
$3.01M 26,977 +306 +1%
FFN
287
Focus Financial Network
Minnesota
$2.99M 26,782 -1,533 -5%
AWP
288
Ascent Wealth Partners
New York
$2.95M 26,365 +296 +1%
MCM
289
Mattern Capital Management
Colorado
$2.95M 26,355 +921 +4%
DWT
290
Dorsey & Whitney Trust
South Dakota
$2.93M 26,174 -526 -2%
PA
291
PFG Advisors
Arizona
$2.82M 25,278 -1,128 -4%
EVM
292
Eaton Vance Management
Massachusetts
$2.79M 24,934 -2,189 -8%
BCI
293
Brinker Capital Investments
Pennsylvania
$2.78M 24,886 +150 +0.6%
RJT
294
Raymond James Trust
Florida
$2.77M 24,795 +1,243 +5%
KFGK
295
Keystone Financial Group (Kentucky)
Kentucky
$2.77M 24,752 -70 -0.3%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$2.75M 24,600 – –
LFA
297
Level Financial Advisors
New York
$2.71M 24,245 +1,599 +7%
CWM
298
Cabot Wealth Management
Massachusetts
$2.7M 24,118 -38 -0.2%
AWA
299
Amplius Wealth Advisors
Pennsylvania
$2.6M 23,294 -23,766 -51%
UA
300
Unison Advisors
District of Columbia
$2.58M 23,119 +10,994 +91%
10 11
12
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