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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DAS
401
Dynamic Advisor Solutions
Arizona
$1.15M -$300K -2,684 -21%
FEG
402
Financial Enhancement Group
Indiana
$1.15M +$163K +1,460 +17%
FFBTD
403
First Financial Bank - Trust Division
Ohio
$1.14M -$51.8K -464 -4%
VIA
404
Vident Investment Advisory
Georgia
$1.12M +$1.12M +10,009 New
AWC
405
Adamsbrown Wealth Consultants
Kansas
$1.11M -$927K -8,302 -46%
FAM
406
Formidable Asset Management
Ohio
$1.11M -$726K -6,443 -40%
HGERS
407
Householder Group Estate & Retirement Specialist
Arizona
$1.09M -$56.2K -503 -5%
CWS
408
Cypress Wealth Services
California
$1.09M -$25.3K -226 -2%
Brown Advisory
409
Brown Advisory
Maryland
$1.08M -$27.9K -250 -3%
SG
410
StoneX Group
New York
$1.08M +$518K +4,632 +91%
ACA
411
Ackerman Capital Advisors
Texas
$1.08M – – –
KA
412
Kovack Advisors
Florida
$1.08M -$269K -2,411 -20%
JSW
413
Journey Strategic Wealth
New Jersey
$1.07M +$1.07M +9,590 New
ATC
414
Argent Trust Co
Tennessee
$1.07M -$21.7K -194 -2%
TC
415
Trust Company
Kansas
$1.07M +$61.6K +551 +6%
CWM
416
Cornerstone Wealth Management
Missouri
$1.05M -$300K -2,689 -22%
LNC
417
Lincoln National Corp
Pennsylvania
$1.05M +$99.8K +893 +10%
UWM
418
USAdvisors Wealth Management
Minnesota
$1.05M -$5.25K -47 -0.5%
WP
419
WealthShield Partners
North Carolina
$1.04M -$304K -2,720 -23%
SC
420
Stephens Consulting
Michigan
$1.02M -$546K -4,886 -35%
FCH
421
Freestone Capital Holdings
Washington
$1.02M +$96.2K +861 +10%
VCP
422
Verus Capital Partners
Arizona
$1.02M -$1.18M -5,999 -54%
FPW
423
Flagship Private Wealth
Massachusetts
$1.01M +$3.24K +29 +0.3%
OAP
424
One Advisory Partners
Kansas
$1.01M +$1.01M +9,058 New
KP
425
Keel Point
Alabama
$1.01M +$331K +2,668 +49%
15 16
17
18 19