QUAL icon

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 %
BPA
301
Beacon Pointe Advisors
California
$2.54M 22,687 -316 -1%
WFM
302
Wolff Financial Management
Michigan
$2.5M 22,330 +1,766 +9%
OPS
303
Orion Portfolio Solutions
Nebraska
$2.49M 22,242 -4,605 -17%
FCAG
304
First Capital Advisors Group
New Jersey
$2.48M 22,178 -36,952 -62%
SIA
305
SkyView Investment Advisors
New Jersey
$2.48M 22,178 -26,298 -54%
SQA
306
Simon Quick Advisors
New Jersey
$2.48M 20,255 +20,025 +8,707%
HF
307
HRT Financial
New York
$2.45M 21,967 +2,554 +13%
BFC
308
Bedel Financial Consulting
Indiana
$2.44M 21,814 +85 +0.4%
IWM
309
IHT Wealth Management
Illinois
$2.42M 21,667 +1,464 +7%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$2.39M 21,382 +3,674 +21%
SRIM
311
Saratoga Research & Investment Management
California
$2.39M 21,350 +21,350 New
PAMS
312
Pictet Asset Management (Switzerland)
Switzerland
$2.37M 21,210 +2,000 +10%
FHA
313
Flagship Harbor Advisors
Massachusetts
$2.36M 21,112 +1,457 +7%
BFS
314
Bickling Financial Services
Massachusetts
$2.35M 21,025 -708 -3%
TFO
315
Tarbox Family Office
California
$2.33M 20,866 -443 -2%
CS
316
Credit Suisse
Switzerland
$2.3M 20,580 – –
SWM
317
Sugarloaf Wealth Management
Georgia
$2.27M 20,340 – –
DWA
318
Delos Wealth Advisors
Texas
$2.27M 20,319 -164 -0.8%
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$2.19M 19,344 -645 -3%
BRWA
320
B. Riley Wealth Advisors
Florida
$2.18M 19,535 +554 +3%
PTC
321
Private Trust Company
Ohio
$2.18M 19,535 +19,535 New
JWCA
322
J.W. Cole Advisors
Florida
$2.18M 19,514 -17,319 -47%
BA
323
Bristlecone Advisors
Washington
$2.17M 19,426 -1,201 -6%
GP
324
Geneva Partners
Wisconsin
$2.13M 19,036 -1,411 -7%
HTC
325
Hershey Trust Company
Pennsylvania
$2.13M 19,026 – –
11 12
13
14 15