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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 %
CFGS
351
Concourse Financial Group Securities
Alabama
$2.11M -$85.9K -638 -4%
NP
352
NorthRock Partners
Minnesota
$2.08M +$2.08M +15,437 New
DWMG
353
DB Wealth Management Group
California
$2.07M -$34.1K -253 -2%
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$2.06M +$289K +2,119 +16%
EWA
355
Exencial Wealth Advisors
Oklahoma
$2.05M +$160K +1,190 +8%
JBA
356
Johnson Bixby & Associates
Washington
$2.04M -$194K -1,439 -9%
WA
357
WBH Advisory
Maryland
$2.03M -$1.66M -12,978 -45%
CWP
358
CFM Wealth Partners
Texas
$2.01M -$120K -889 -6%
SPWM
359
Straight Path Wealth Management
Michigan
$2.01M +$1.08M +8,005 +115%
DACG
360
Donor Advised Charitable Giving
California
$1.96M +$390K +2,898 +25%
MIM
361
Macroview Investment Management
Maryland
$1.92M -$324K -2,405 -14%
SC
362
Stephens Consulting
Michigan
$1.89M -$97.6K -725 -5%
VWM
363
Venturi Wealth Management
Texas
$1.89M +$26.2K +195 +1%
PP
364
Patron Partners
Texas
$1.88M -$5.92K -44 -0.3%
Comerica Bank
365
Comerica Bank
Texas
$1.88M +$90.7K +684 +5%
AP
366
Adero Partners
California
$1.85M +$185K +1,378 +11%
BCP
367
Blackhawk Capital Partners
Wisconsin
$1.82M -$176K -1,304 -9%
DT
368
Diversified Trust
Tennessee
$1.8M -$261K -1,936 -13%
SCM
369
SOL Capital Management
Maryland
$1.76M +$197K +1,460 +13%
TP
370
Tranquility Partners
Tennessee
$1.75M -$4.17K -31 -0.2%
DAS
371
Dynamic Advisor Solutions
Arizona
$1.75M +$1.1M +8,153 +168%
BAM
372
Belpointe Asset Management
Nevada
$1.71M -$111K -828 -6%
MHB
373
Midwest Heritage Bank
Iowa
$1.69M +$173K +1,284 +11%
WWP
374
Waypoint Wealth Partners
California
$1.65M -$2.69K -20 -0.2%
CWM
375
Cornerstone Wealth Management
Missouri
$1.63M -$230K -1,707 -12%
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