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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 %
PJSIMP
426
P.J. Schmidt Investment Management (PJS)
Wisconsin
$997K -$1.12M -9,264 -53%
GT
427
Glenmede Trust
Pennsylvania
$996K +$41.2K +369 +4%
WDG
428
Wealth Dimensions Group
Ohio
$983K +$26.7K +239 +3%
TRCT
429
Tower Research Capital (TRC)
New York
$980K +$980K +8,774 New
RMAM
430
Raab & Moskowitz Asset Management
New Jersey
$977K -$2.23K -20 -0.2%
CAM
431
Cozad Asset Management
Illinois
$976K -$155K -1,387 -14%
FPGK
432
Financial Partners Group (Kansas)
Kansas
$962K +$175K +1,568 +22%
JWBC
433
John W. Brooker & Co
California
$959K -$4.02K -36 -0.4%
LSA
434
Lansing Street Advisors
Pennsylvania
$951K +$1.34K +12 +0.1%
PCA
435
Peddock Capital Advisors
Massachusetts
$945K -$126K -1,127 -12%
APA
436
Astoria Portfolio Advisors
New York
$943K +$585K +5,231 +163%
ECM
437
Evergreen Capital Management
Washington
$939K +$201K +1,803 +27%
KWM
438
Kingsview Wealth Management
Oregon
$932K +$70.5K +631 +8%
KIA
439
KCM Investment Advisors
California
$915K -$13.4K -120 -1%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$908K -$10.1K -90 -1%
RCG
441
Regatta Capital Group
California
$903K +$104K +932 +13%
FCFC
442
First Citizens Financial Corp
Iowa
$898K +$15.8K +141 +2%
NL
443
NWAM LLC
Washington
$894K +$198K +1,758 +28%
WFA
444
Wipfli Financial Advisors
Wisconsin
$875K -$7.37K -66 -0.8%
SFP
445
Shepherd Financial Partners
Massachusetts
$871K -$6.93K -62 -0.8%
KIM
446
Karpus Investment Management
New York
$869K -$31M -277,661 -97%
AssetMark Inc
447
AssetMark Inc
California
$861K -$86.9K -778 -9%
BB
448
Busey Bank
Illinois
$856K +$74.7K +669 +10%
AW
449
ACG Wealth
Georgia
$855K -$14.5K -130 -2%
SWM
450
SeaCrest Wealth Management
New York
$833K -$32.1K -287 -4%
16 17
18
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