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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.

New
Increased
Maintained
Reduced
Closed
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)
Carson Wealth (CWM LLC)
Nebraska
$326M
2
GFS
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
Financial Advisors
Massachusetts
$41M
5
PC
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$81.3M
2
PPFA
Provida Pension Fund Administrator
Chile
$8M
3
COF
Capital One Financial
Virginia
$7.1M
4
WA
Waddell & Associates
Tennessee
$690K
5
HI
Horizon Investments
North Carolina
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
301
Bickling Financial Services
Massachusetts
$2.93M -$116K -863 -4%
BFC
302
Bedel Financial Consulting
Indiana
$2.93M +$236K +1,751 +9%
TFO
303
Tarbox Family Office
California
$2.87M -$50.5K -375 -2%
FFG
304
Ford Financial Group
California
$2.79M -$1.42M -10,545 -34%
BA
305
Bristlecone Advisors
Washington
$2.78M -$272K -2,019 -9%
CS
306
Credit Suisse
Switzerland
$2.77M +$175K +1,300 +7%
WFM
307
Wolff Financial Management
Michigan
$2.77M +$158K +1,176 +6%
DWA
308
Delos Wealth Advisors
Texas
$2.76M -$97.8K -726 -3%
GP
309
Geneva Partners
Wisconsin
$2.75M -$7.1M -52,737 -72%
SWM
310
Sugarloaf Wealth Management
Georgia
$2.74M – – –
TFS
311
TrustCore Financial Services
Tennessee
$2.73M +$248K +1,839 +10%
IWM
312
IHT Wealth Management
Illinois
$2.72M -$262K -1,949 -9%
FFS
313
Founders Financial Securities
Maryland
$2.69M -$1.4M -10,431 -34%
FHA
314
Flagship Harbor Advisors
Massachusetts
$2.65M +$172K +1,279 +7%
HF
315
HRT Financial
New York
$2.61M -$3.75M -27,863 -59%
PAMS
316
Pictet Asset Management (Switzerland)
Switzerland
$2.59M -$1.87M -13,925 -42%
FC
317
Ferris Capital
Massachusetts
$2.58M +$269 +2 +0%
HTC
318
Hershey Trust Company
Pennsylvania
$2.56M – – –
BRWA
319
B. Riley Wealth Advisors
Florida
$2.56M -$2.46M -18,264 -49%
ONB
320
Old National Bancorp
Indiana
$2.55M +$2.55M +18,955 New
CAAM
321
Cornerstone Advisors Asset Management
Pennsylvania
$2.54M +$2.02K +15 +0.1%
Two Sigma Advisers
322
Two Sigma Advisers
New York
$2.52M -$20.2M -149,800 -89%
NSB
323
Norway Savings Bank
Maine
$2.49M +$200K +1,485 +9%
SCA
324
Snowden Capital Advisors
New York
$2.49M +$20.2K +150 +0.8%
WF
325
Warner Financial
Maryland
$2.47M +$230K +1,709 +10%
11 12
13
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