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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$102M 759,831 -16,450 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$101M 750,497 +133,019 +22%
SMA
28
Sage Mountain Advisors
Georgia
$99M 735,151 -15,602 -2%
HI
29
Horizon Investments
North Carolina
$97.8M 726,338 -443,937 -38%
IWC
30
Integrated Wealth Concepts
Massachusetts
$94.5M 701,713 +49,257 +8%
SC
31
Savant Capital
Illinois
$92.8M 689,660 +55,439 +9%
SFG
32
SNS Financial Group
Minnesota
$89.8M 667,369 +20,431 +3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$89.2M 662,390 -48,222 -7%
GFS
34
GYL Financial Synergies
Connecticut
$83.7M 621,899 +621,899 New
MWM
35
Merriman Wealth Management
Washington
$81.3M 603,559 -851,201 -59%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$77.3M 574,248 -1,634 -0.3%
BDF
37
Balasa Dinverno & Foltz
$71.7M 532,799 +5,899 +1%
CAM
38
Cresset Asset Management
Illinois
$71.3M 529,776 -37,983 -7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$69.1M 513,564 -57,810 -10%
US Bancorp
40
US Bancorp
Minnesota
$66.9M 496,551 -126,808 -20%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$66.8M 496,167 -1,531 -0.3%
TWM
42
Tanglewood Wealth Management
Texas
$65.6M 487,059 -62,019 -11%
PI
43
PFS Investments
Georgia
$64.9M 482,015 +25,147 +6%
1WM
44
1900 Wealth Management
Texas
$62.7M 465,957 -18,846 -4%
AWS
45
AJ Wealth Strategies
New York
$62.7M 465,618 +18,557 +4%
JIC
46
Johnson Investment Counsel
Ohio
$57.4M 426,639 +12,534 +3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$55M 408,514 -102,359 -20%
DADC
48
D.A. Davidson & Co
Montana
$52.6M 390,789 -19,759 -5%
SC
49
Schoolcraft Capital
Colorado
$51.2M 380,615 +4,268 +1%
TWM
50
Thrive Wealth Management
Pennsylvania
$49.6M 368,202 -31,733 -8%
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