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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 %
Deutsche Bank
451
Deutsche Bank
Germany
$828K – – –
BL
452
Balentine LLC
Georgia
$825K -$183K -1,636 -18%
MIH
453
Meitav Investment House
Israel
$824K – – –
PWM
454
Perigon Wealth Management
California
$821K -$153K -1,372 -16%
CGA
455
Crescent Grove Advisors
Illinois
$814K – – –
BFEC
456
Benjamin F. Edwards & Company
Missouri
$812K +$358K +3,204 +79%
WCG
457
Wall Capital Group
Arizona
$805K -$1.15M -9,905 -59%
BWP
458
Bernardo Wealth Planning
Pennsylvania
$802K -$7.26K -65 -0.9%
SWM
459
Silverlake Wealth Management
Vermont
$794K -$84.7K -758 -10%
PAS
460
Park Avenue Securities
New York
$792K -$168K -1,504 -18%
CL
461
COWA LLC
Oklahoma
$788K -$42.7K -382 -5%
RA
462
RFG Advisory
Alabama
$788K +$32.2K +263 +4%
SS
463
Sunbelt Securities
Texas
$763K -$10.9K -98 -1%
WT
464
Washington Trust
Rhode Island
$752K – – –
MA
465
Montag & Associates
Georgia
$751K – – –
FIM
466
Fernwood Investment Management
Massachusetts
$746K – – –
GEA
467
Glen Eagle Advisors
New Jersey
$746K -$329K -2,946 -31%
FSA
468
Fort Sheridan Advisors
Illinois
$731K +$9.61K +86 +1%
SC
469
Scotia Capital
Ontario, Canada
$729K -$3.8K -34 -0.5%
VWA
470
Visionary Wealth Advisors
Illinois
$721K +$33.8K +303 +5%
WB
471
WesBanco Bank
West Virginia
$709K -$3.36M -30,065 -83%
LFG
472
Larson Financial Group
Missouri
$709K +$33.6K +301 +5%
NF
473
Nikulski Financial
Iowa
$703K +$8.38K +75 +1%
SC
474
Saiph Capital
New Jersey
$703K -$158K -1,411 -18%
TWM
475
Tolleson Wealth Management
Texas
$700K – – –
17 18
19
20 21