QUAL icon

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.

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
BTI
1
Blue Trust Inc
Georgia
$152M
2
SW
2
SVB Wealth
Massachusetts
$96M
3
CHP
3
Cable Hill Partners
Oregon
$34.6M
4
M&T Bank
4
M&T Bank
New York
$215M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$451M

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 Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$80.4M 720,103 -30,394 -4%
IWC
27
Integrated Wealth Concepts
Massachusetts
$80.3M 718,742 +17,029 +2%
SC
28
Savant Capital
Illinois
$78.2M 700,145 +10,485 +2%
HI
29
Horizon Investments
North Carolina
$78.1M 698,818 -27,520 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$78M 698,097 -83,494 -11%
SFG
31
SNS Financial Group
Minnesota
$74.7M 668,202 +833 +0.1%
GFS
32
GYL Financial Synergies
Connecticut
$72.8M 651,230 +29,331 +5%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$61.3M 548,487 -113,903 -17%
BDF
34
Balasa Dinverno & Foltz
$59.2M 529,866 -2,933 -0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$58.5M 523,307 -50,941 -9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$56.8M 508,258 -5,306 -1%
US Bancorp
37
US Bancorp
Minnesota
$53.4M 477,928 -18,623 -4%
MWM
38
Merriman Wealth Management
Washington
$53M 474,382 -129,177 -21%
1WM
39
1900 Wealth Management
Texas
$50.9M 455,903 -10,054 -2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$49.9M 446,348 -49,819 -10%
AWS
41
AJ Wealth Strategies
New York
$48.9M 437,264 -28,354 -6%
JIC
42
Johnson Investment Counsel
Ohio
$48.8M 436,970 +10,331 +2%
DADC
43
D.A. Davidson & Co
Montana
$46.2M 413,710 +22,921 +6%
SF
44
Synovus Financial
Georgia
$46.1M 412,397 +189,008 +85%
TWM
45
Tanglewood Wealth Management
Texas
$45.2M 404,944 -82,115 -17%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$43.8M 389,303 -19,211 -5%
SC
47
Schoolcraft Capital
Colorado
$43.2M 386,861 +6,246 +2%
PA
48
Pinnacle Associates
New York
$42.8M 382,850 +20,848 +6%
PI
49
PFS Investments
Georgia
$42.6M 381,700 -100,315 -21%
HFS
50
Howard Financial Services
Texas
$41.2M 368,702 +7,118 +2%
1
2
3 4 5