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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 %
SCM
351
SOL Capital Management
Maryland
$1.65M 14,750 +1,645 +13%
CFGS
352
Concourse Financial Group Securities
Alabama
$1.64M 14,683 -997 -6%
JBA
353
Johnson Bixby & Associates
Washington
$1.64M 14,681 -475 -3%
SPWM
354
Straight Path Wealth Management
Michigan
$1.63M 14,553 -408 -3%
DACG
355
Donor Advised Charitable Giving
California
$1.62M 14,539 – –
EWA
356
Exencial Wealth Advisors
Oklahoma
$1.61M 14,380 -818 -5%
MIM
357
Macroview Investment Management
Maryland
$1.59M 14,251 – –
BAM
358
Belpointe Asset Management
Nevada
$1.58M 14,146 +1,448 +11%
TP
359
Tranquility Partners
Tennessee
$1.58M 14,134 +1,119 +9%
ICP
360
Interchange Capital Partners
Pennsylvania
$1.56M 13,974 -2,337 -14%
PP
361
Patron Partners
Texas
$1.56M 13,973 -24 -0.2%
Macquarie Group
362
Macquarie Group
Australia
$1.53M 13,704 -30,178 -69%
Vontobel Holding
363
Vontobel Holding
Switzerland
$1.52M 13,640 +3,300 +32%
DWMG
364
DB Wealth Management Group
California
$1.51M 13,529 -1,847 -12%
VWM
365
Venturi Wealth Management
Texas
$1.51M 13,532 -510 -4%
TFA
366
Teamwork Financial Advisors
Texas
$1.49M 13,330 +3,768 +39%
DT
367
Diversified Trust
Tennessee
$1.48M 13,243 -130 -1%
TCM
368
Triumph Capital Management
Colorado
$1.47M 13,115 +1,035 +9%
Comerica Bank
369
Comerica Bank
Texas
$1.46M 12,488 -1,704 -12%
RPGK
370
Retirement Planning Group (Kansas)
Kansas
$1.46M 13,031 -4,708 -27%
NR
371
Newfound Research
Massachusetts
$1.43M 12,774 -3,279 -20%
TFA
372
Tranquilli Financial Advisor
New Jersey
$1.4M 12,485 -4,547 -27%
AP
373
Adero Partners
California
$1.39M 12,321 -1,438 -10%
ASW
374
Astoria Strategic Wealth
Texas
$1.39M 12,393 -88,089 -88%
MHB
375
Midwest Heritage Bank
Iowa
$1.37M 12,275 -245 -2%
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