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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
SW
1
SVB Wealth
Massachusetts
$96M
2
CHP
2
Cable Hill Partners
Oregon
$34.6M
3
M&T Bank
3
M&T Bank
New York
$215M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$451M
5
SF
5
Synovus Financial
Georgia
$46.1M

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 %
WQ
376
Wealth Quarterback
New Jersey
$1.37M 12,271 +12,271 New
TFM
377
TFC Financial Management
Massachusetts
$1.37M 12,253 +1,494 +14%
WWP
378
Waypoint Wealth Partners
California
$1.37M 12,231 – –
CPC
379
Consolidated Planning Corp
Georgia
$1.36M 12,157 +12,157 New
AWA
380
Alta Wealth Advisors
Massachusetts
$1.35M 12,079 +304 +3%
STA
381
Summit Trail Advisors
New York
$1.34M 12,011 +6,356 +112%
9WM
382
9258 Wealth Management
Ohio
$1.34M 11,948 – –
PIM
383
Provident Investment Management
Michigan
$1.33M 11,923 +469 +4%
SWM
384
Spire Wealth Management
Virginia
$1.32M 11,766 -19,608 -62%
WA
385
WBH Advisory
Maryland
$1.31M 11,442 -4,404 -28%
William Blair & Company
386
William Blair & Company
Illinois
$1.28M 11,456 +626 +6%
FI
387
Financial Insights
Washington
$1.28M 11,440 +976 +9%
Northern Trust
388
Northern Trust
Illinois
$1.27M 11,397 +684 +6%
NP
389
NorthRock Partners
Minnesota
$1.26M 11,275 -4,162 -27%
EPA
390
Element Pointe Advisors
Florida
$1.26M 11,228 -425 -4%
CWM
391
Centric Wealth Management
Illinois
$1.23M 10,977 +192 +2%
IAN
392
Integrated Advisors Network
Texas
$1.21M 10,805 -47 -0.4%
AWC
393
Abundance Wealth Counselors
Pennsylvania
$1.21M 10,796 -881 -8%
MWM
394
Mattern Wealth Management
Kansas
$1.19M 10,653 – –
AG
395
Ascent Group
Virginia
$1.19M 9,735 +893 +10%
MWM
396
MBE Wealth Management
Wisconsin
$1.18M 10,568 -376 -3%
OMC
397
Old Mission Capital
Illinois
$1.18M 10,562 +10,562 New
PFGIA
398
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M 10,532 -563 -5%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$1.16M 10,348 +10,348 New
EE
400
EWG Elevate
California
$1.15M 10,330 +1,762 +21%
14 15
16
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