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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 %
KIA
426
KCM Investment Advisors
California
$1.12M – – –
FCH
427
Freestone Capital Holdings
Washington
$1.11M +$1.11M +8,263 New
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$1.11M +$143K +1,060 +15%
TA
429
TKG Advisors
Indiana
$1.07M +$463K +3,442 +76%
FCFC
430
First Citizens Financial Corp
Iowa
$1.06M +$753K +5,592 +243%
WFA
431
Wipfli Financial Advisors
Wisconsin
$1.06M +$434K +3,220 +69%
SWM
432
Silverlake Wealth Management
Vermont
$1.06M -$322K -2,395 -23%
SFP
433
Shepherd Financial Partners
Massachusetts
$1.06M +$941 +7 +0.1%
AW
434
ACG Wealth
Georgia
$1.05M -$174K -1,293 -14%
SWM
435
SeaCrest Wealth Management
New York
$1.04M -$18K -134 -2%
KWM
436
Kingsview Wealth Management
Oregon
$1.04M -$1.05M -7,792 -50%
IF
437
Intrua Financial
Texas
$1.04M -$75.5K -561 -7%
SC
438
Saiph Capital
New Jersey
$1.04M -$14.3K -106 -1%
AllianceBernstein
439
AllianceBernstein
Tennessee
$1.04M +$307K +2,281 +42%
BSW
440
Buckingham Strategic Wealth
Missouri
$1.03M +$281K +2,088 +37%
D
441
Diversified
Delaware
$1.03M +$168K +1,246 +19%
HWM
442
HB Wealth Management
Georgia
$1.01M +$421K +3,129 +72%
CL
443
COWA LLC
Oklahoma
$1M -$1.16M -8,653 -54%
Deutsche Bank
444
Deutsche Bank
Germany
$997K – – –
MIH
445
Meitav Investment House
Israel
$993K – – –
CGA
446
Crescent Grove Advisors
Illinois
$981K +$981K +7,285 New
CFO
447
Collective Family Office
Pennsylvania
$981K +$981K +7,290 New
BWP
448
Bernardo Wealth Planning
Pennsylvania
$975K +$7.8K +58 +0.8%
RCG
449
Regatta Capital Group
California
$962K +$142K +1,056 +17%
DWP
450
Destiny Wealth Partners
Florida
$957K -$56.8K -422 -6%
16 17
18
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