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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 %
UA
376
Unison Advisors
District of Columbia
$1.63M +$973K +7,229 +148%
TCM
377
Triumph Capital Management
Colorado
$1.63M +$327K +2,428 +25%
KA
378
Kovack Advisors
Florida
$1.63M +$64.1K +476 +4%
WP
379
WealthShield Partners
North Carolina
$1.62M +$525K +3,897 +48%
9WM
380
9258 Wealth Management
Ohio
$1.61M -$133K -991 -8%
AWA
381
Alta Wealth Advisors
Massachusetts
$1.59M +$634K +4,709 +67%
AWC
382
Abundance Wealth Counselors
Pennsylvania
$1.57M +$784K +5,821 +99%
EPA
383
Element Pointe Advisors
Florida
$1.57M -$122K -907 -7%
PIM
384
Provident Investment Management
Michigan
$1.54M -$807K -5,995 -34%
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$151K +1,118 +11%
MWM
386
MBE Wealth Management
Wisconsin
$1.47M -$204K -1,515 -12%
IAN
387
Integrated Advisors Network
Texas
$1.46M -$595K -4,421 -29%
William Blair & Company
388
William Blair & Company
Illinois
$1.46M +$860K +6,389 +144%
CWM
389
Centric Wealth Management
Illinois
$1.45M +$1.45M +10,785 New
TFM
390
TFC Financial Management
Massachusetts
$1.45M +$2.69K +20 +0.2%
Northern Trust
391
Northern Trust
Illinois
$1.44M -$37.8K -281 -3%
FFBTD
392
First Financial Bank - Trust Division
Ohio
$1.44M -$115K -851 -7%
MWM
393
Mattern Wealth Management
Kansas
$1.43M -$35.4K -263 -2%
FI
394
Financial Insights
Washington
$1.41M – – –
Vontobel Holding
395
Vontobel Holding
Switzerland
$1.39M -$263K -1,950 -16%
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
$1.39M -$118K -877 -8%
VCP
397
Verus Capital Partners
Arizona
$1.37M +$1.37M +11,165 New
CAM
398
Cozad Asset Management
Illinois
$1.36M +$218K +1,617 +19%
CWS
399
Cypress Wealth Services
California
$1.35M -$8.35K -62 -0.6%
Brown Advisory
400
Brown Advisory
Maryland
$1.34M -$9.29K -69 -0.7%
14 15
16
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