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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)
Carson Wealth (CWM LLC)
Nebraska
$326M
2
GFS
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
Financial Advisors
Massachusetts
$41M
5
PC
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$81.3M
2
PPFA
Provida Pension Fund Administrator
Chile
$8M
3
COF
Capital One Financial
Virginia
$7.1M
4
WA
Waddell & Associates
Tennessee
$690K
5
HI
Horizon Investments
North Carolina
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
451
FLC Capital Advisors
California
$954K -$37.7K -280 -4%
FPGK
452
Financial Partners Group (Kansas)
Kansas
$948K +$29.1K +216 +3%
SS
453
Sunbelt Securities
Texas
$945K -$4.78K -35 -0.5%
PFS
454
Prospera Financial Services
Texas
$943K -$35.1K -261 -4%
BB
455
Busey Bank
Illinois
$941K -$74.9K -557 -7%
WA
456
Winfield Associates
Ohio
$940K -$135K -1,000 -13%
WT
457
Washington Trust
Rhode Island
$907K – – –
MA
458
Montag & Associates
Georgia
$906K – – –
FIM
459
Fernwood Investment Management
Massachusetts
$898K -$6.73K -50 -0.7%
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$889K -$74.1K -550 -8%
ECM
461
Evergreen Capital Management
Washington
$889K +$16.7K +124 +2%
FT
462
Fiduciary Trust
Massachusetts
$888K +$888K +6,599 New
HWMA
463
Heritage Wealth Management (Arizona)
Arizona
$887K +$887K +6,588 New
SC
464
Scotia Capital
Ontario, Canada
$883K -$782K -5,810 -47%
LAS
465
Lloyd Advisory Services
Georgia
$870K +$46.6K +346 +6%
FSA
466
Fort Sheridan Advisors
Illinois
$869K +$234K +1,739 +37%
TWM
467
Tolleson Wealth Management
Texas
$843K – – –
NF
468
Nikulski Financial
Iowa
$837K +$210K +1,560 +34%
MWM
469
Mascoma Wealth Management
New Hampshire
$835K +$16.4K +122 +2%
RA
470
RFG Advisory
Alabama
$832K +$26.5K +197 +3%
NL
471
NWAM LLC
Washington
$832K +$256K +1,898 +44%
VWA
472
Visionary Wealth Advisors
Illinois
$828K -$12K -89 -1%
CCA
473
Clearwater Capital Advisors
Illinois
$822K – – –
WMR
474
Wealth Management Resources
Rhode Island
$821K -$149K -1,110 -15%
OFG
475
Oxford Financial Group
Indiana
$816K +$628K +4,662 +333%
17 18
19
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