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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 %
LFG
476
Larson Financial Group
Missouri
$814K +$13.6K +101 +2%
WLIM
477
White Lighthouse Investment Management
Massachusetts
$802K -$261K -1,935 -25%
CWA
478
Centennial Wealth Advisory
Michigan
$800K +$37.2K +276 +5%
TW
479
TrinityPoint Wealth
Connecticut
$785K +$239K +1,776 +44%
BRWM
480
B. Riley Wealth Management
Tennessee
$784K -$233K -1,731 -23%
NCM
481
NCM Capital Management
New Jersey
$777K +$777K +5,771 New
MPW
482
Melone Private Wealth
Michigan
$772K -$282K -2,199 -27%
AR
483
Apeiron RIA
Texas
$768K -$36.6K -274 -5%
SHJ
484
Sharkey, Howes & Javer
Colorado
$763K – – –
STA
485
Summit Trail Advisors
New York
$761K +$761K +5,655 New
IAG
486
Investment Advisory Group
Massachusetts
$758K -$7.54K -56 -1%
BCM
487
Beck Capital Management
Texas
$753K -$2.69K -20 -0.4%
MMM
488
Mendel Money Management
Illinois
$746K +$79.1K +588 +12%
4WM
489
4J Wealth Management
Virginia
$740K – – –
PAMG
490
Patton Albertson Miller Group
Tennessee
$736K -$740K -5,500 -50%
CAAS
491
Capital Asset Advisory Services
Michigan
$736K -$63.6K -472 -8%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$736K -$52.1K -387 -7%
CSWM
493
Cassady Schiller Wealth Management
Ohio
$736K +$99.5K +739 +16%
KP
494
Keel Point
Alabama
$734K -$1.71M -12,725 -70%
Principal Financial Group
495
Principal Financial Group
Iowa
$730K +$730K +5,424 New
JSL
496
JT Stratford LLC
Georgia
$725K -$170K -1,261 -19%
First Trust Advisors
497
First Trust Advisors
Illinois
$725K -$2.42K -18 -0.3%
UFA
498
US Financial Advisors
Massachusetts
$722K +$722K +5,360 New
WSWA
499
Warren Street Wealth Advisors
California
$721K -$5.9M -43,798 -89%
SIM
500
Studio Investment Management
Illinois
$721K – – –
18 19
20
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