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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)
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 Holding Trade Value Shares
Change 		Shares
Change %
TSWM
326
Tyler-Stone Wealth Management
Ohio
$2.47M +$323K +2,396 +15%
GWM
327
Geneos Wealth Management
Colorado
$2.46M -$893K -6,635 -27%
AWC
328
Adamsbrown Wealth Consultants
Kansas
$2.46M -$546K -4,057 -18%
CFCI
329
Comprehensive Financial Consultants Institutional
Indiana
$2.45M -$28.3K -231 -1%
JEST
330
JTC Employer Solutions Trustee
Jersey
$2.44M – – –
IAA
331
Ironsides Asset Advisors
North Carolina
$2.44M -$87.5K -650 -3%
AFP
332
Ausdal Financial Partners
Iowa
$2.4M -$560K -4,158 -19%
RPGK
333
Retirement Planning Group (Kansas)
Kansas
$2.39M -$57.1K -424 -2%
VAS
334
Vestmark Advisory Solutions
Massachusetts
$2.38M +$361K +2,681 +18%
AP
335
Agilis Partners
Massachusetts
$2.36M – – –
AWA
336
Acorn Wealth Advisors
Michigan
$2.35M +$63.9K +475 +3%
BFA
337
Beacon Financial Advisory
Ohio
$2.33M -$59.5K -442 -2%
TFA
338
Tranquilli Financial Advisor
New Jersey
$2.29M -$782K -5,806 -25%
PPW
339
Pinnacle Private Wealth
Massachusetts
$2.29M +$226K +1,681 +11%
GT
340
Greenleaf Trust
Michigan
$2.28M -$7.95K -59 -0.3%
WCG
341
Wall Capital Group
Arizona
$2.27M -$521K -3,870 -19%
ASN
342
Advisory Services Network
Georgia
$2.2M -$205K -1,519 -8%
ICP
343
Interchange Capital Partners
Pennsylvania
$2.2M +$100K +746 +5%
FAM
344
Formidable Asset Management
Ohio
$2.19M -$18K -134 -0.8%
MSA
345
Marino Stram & Associates
Massachusetts
$2.18M +$24.8K +184 +1%
FA
346
Flagstar Advisors
New York
$2.18M +$62.3K +463 +3%
NR
347
Newfound Research
Massachusetts
$2.16M +$34.6K +257 +2%
PJSIMP
348
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.16M +$318K +2,573 +17%
SMG
349
Smart Money Group
Texas
$2.14M -$3.24M -24,049 -60%
FCA
350
FinTrust Capital Advisors
South Carolina
$2.12M +$7.14K +53 +0.3%
12 13
14
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