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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 %
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$601K -$595K -4,420 -50%
BS
527
Boenning & Scattergood
Pennsylvania
$599K +$90.5K +672 +18%
BJL
528
Brighton Jones LLC
Washington
$598K +$20.2K +150 +3%
LJAC
529
L.J. Altfest & Co
New York
$597K +$40.9K +304 +7%
WWM
530
Wolff Wiese Magana
California
$588K +$1.75K +13 +0.3%
CTA
531
Colonial Trust Advisors
South Carolina
$586K -$67.4K -500 -10%
MW
532
Marcum Wealth
Ohio
$585K -$17K -126 -3%
NIC
533
Northwest Investment Counselors
Oregon
$583K -$40.4K -300 -6%
SFP
534
Sterling Financial Planning
New Jersey
$582K -$26.9K -200 -4%
PCIA
535
Prime Capital Investment Advisors
Kansas
$578K – – –
FWCM
536
Ferguson Wellman Capital Management
Oregon
$575K – – –
LWM
537
Laidlaw Wealth Management
New York
$573K +$57.6K +428 +11%
MWM
538
Mission Wealth Management
California
$571K -$67.7K -503 -11%
AIM
539
Anchor Investment Management
South Carolina
$560K -$1.75K -13 -0.3%
SAM
540
Secure Asset Management
Michigan
$554K +$33.7K +250 +6%
IA
541
IFG Advisory
Georgia
$549K -$2.96K -22 -0.5%
BFEC
542
Benjamin F. Edwards & Company
Missouri
$548K +$206K +1,527 +60%
SS
543
Simplicity Solutions
Minnesota
$546K +$546K +4,058 New
BOPW
544
Brandywine Oak Private Wealth
Pennsylvania
$544K +$35.3K +262 +7%
CWC
545
Carolinas Wealth Consulting
North Carolina
$542K +$154K +1,141 +40%
ANTB
546
AMG National Trust Bank
Colorado
$539K – – –
PPA
547
Parametric Portfolio Associates
Washington
$539K +$10.9K +81 +2%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$519K +$519K +3,855 New
RTS
549
Round Table Services
New Jersey
$517K +$517K +3,839 New
SIC
550
Salem Investment Counselors
North Carolina
$515K -$38.7K -288 -7%
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