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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 %
TA
476
TKG Advisors
Indiana
$696K -$192K -1,719 -22%
MWM
477
Mascoma Wealth Management
New Hampshire
$693K – – –
JAG
478
Journey Advisory Group
Kentucky
$690K +$690K +5,666 New
WMR
479
Wealth Management Resources
Rhode Island
$684K +$2.57K +23 +0.4%
CCA
480
Clearwater Capital Advisors
Illinois
$682K – – –
HWMA
481
Heritage Wealth Management (Arizona)
Arizona
$679K -$56.9K -509 -8%
PFS
482
Prospera Financial Services
Texas
$676K -$107K -959 -14%
MW
483
MBL Wealth
North Carolina
$665K -$382K -3,424 -37%
TIM
484
Tortoise Investment Management
New York
$650K +$650K +5,815 New
FCA
485
FLC Capital Advisors
California
$647K -$145K -1,300 -18%
NCM
486
NCM Capital Management
New Jersey
$645K – – –
TW
487
TrinityPoint Wealth
Connecticut
$643K -$8.27K -74 -1%
SHJ
488
Sharkey, Howes & Javer
Colorado
$633K – – –
DWP
489
Destiny Wealth Partners
Florida
$632K -$162K -1,453 -20%
TA
490
Trellis Advisors
Washington
$632K +$632K +20,069 New
CFO
491
Collective Family Office
Pennsylvania
$628K -$187K -1,673 -23%
BCM
492
Beck Capital Management
Texas
$626K +$1.01K +9 +0.2%
Principal Financial Group
493
Principal Financial Group
Iowa
$611K +$5.47K +49 +0.9%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$608K -$2.57K -23 -0.4%
BSW
495
Buckingham Strategic Wealth
Missouri
$591K -$266K -2,384 -31%
FPAS
496
Focus Partners Advisor Solutions
Missouri
$587K -$497K -4,451 -46%
CG
497
Colony Group
Massachusetts
$587K +$11K +98 +2%
HCM
498
Highview Capital Management
Illinois
$583K +$55.8K +500 +11%
4WM
499
4J Wealth Management
Virginia
$582K -$31.6K -283 -5%
WSWA
500
Warren Street Wealth Advisors
California
$580K -$18.2K -163 -3%
18 19
20
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