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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 %
NSB
326
Norway Savings Bank
Maine
$2.12M 18,996 +478 +3%
CAAM
327
Cornerstone Advisors Asset Management
Pennsylvania
$2.1M 18,800 -34 -0.2%
SCA
328
Snowden Capital Advisors
New York
$2.09M 18,683 +169 +0.9%
WF
329
Warner Financial
Maryland
$2.05M 18,329 -31 -0.2%
JEST
330
JTC Employer Solutions Trustee
Jersey
$2.03M 18,190 – –
FFG
331
Ford Financial Group
California
$2.01M 17,954 -2,790 -13%
TSWM
332
Tyler-Stone Wealth Management
Ohio
$1.99M 17,845 -515 -3%
GWM
333
Geneos Wealth Management
Colorado
$1.99M 17,673 -614 -3%
HI
334
Harbour Investments
Wisconsin
$1.98M 17,681 +17,681 New
AFP
335
Ausdal Financial Partners
Iowa
$1.97M 17,633 -202 -1%
AWM
336
Aries Wealth Management
Maine
$1.97M 17,629 +17,629 New
AP
337
Agilis Partners
Massachusetts
$1.96M 17,543 – –
TA
338
Tiedemann Advisors
New York
$1.95M 17,465 -41,969 -71%
FFS
339
Founders Financial Securities
Maryland
$1.94M 17,351 -2,657 -13%
AWA
340
Acorn Wealth Advisors
Michigan
$1.92M 17,211 -225 -1%
GT
341
Greenleaf Trust
Michigan
$1.89M 16,932 – –
BFA
342
Beacon Financial Advisory
Ohio
$1.89M 16,878 -438 -3%
MSA
343
Marino Stram & Associates
Massachusetts
$1.86M 16,682 +466 +3%
ASN
344
Advisory Services Network
Georgia
$1.85M 16,594 +224 +1%
BCM
345
Bienville Capital Management
New York
$1.84M 16,480 +16,480 New
FA
346
Flagstar Advisors
New York
$1.83M 16,361 +184 +1%
CWP
347
CFM Wealth Partners
Texas
$1.76M 15,749 +791 +5%
PPW
348
Pinnacle Private Wealth
Massachusetts
$1.73M 15,505 -1,521 -9%
SMG
349
Smart Money Group
Texas
$1.71M 15,257 -646 -4%
First Trust Advisors
350
First Trust Advisors
Illinois
$1.66M 14,861 +9,474 +176%
12 13
14
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