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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 %
CSWM
526
Cassady Schiller Wealth Management
Ohio
$492K -$119K -1,063 -19%
WWM
527
Wolff Wiese Magana
California
$488K – – –
OC
528
Oppenheimer & Co
New York
$486K -$33.5K -300 -6%
MWM
529
Mission Wealth Management
California
$481K +$6.49K +58 +1%
Citigroup
530
Citigroup
New York
$480K -$74.6K -667 -13%
UFA
531
US Financial Advisors
Massachusetts
$479K -$120K -1,073 -20%
SS
532
Simplicity Solutions
Minnesota
$478K +$25K +224 +6%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$476K -$22.3K -200 -4%
LWM
534
Laidlaw Wealth Management
New York
$474K -$1.23K -11 -0.3%
SWP
535
ShoreHaven Wealth Partners
New Jersey
$471K +$471K +4,219 New
SWA
536
Stratos Wealth Advisors
Ohio
$469K -$4.36M -38,977 -90%
D
537
Diversified
Delaware
$469K -$386K -3,457 -45%
WA
538
Waddell & Associates
Tennessee
$464K -$109K -973 -19%
BS
539
Boenning & Scattergood
Pennsylvania
$463K -$33.8K -303 -7%
SAM
540
Secure Asset Management
Michigan
$460K +$224 +2 +0%
HS
541
Horan Securities
United States
$460K +$37.6K +331 +9%
LSPW
542
Lake Street Private Wealth
Illinois
$456K +$92.6K +828 +25%
TA
543
TruWealth Advisors
Louisiana
$451K +$451K +4,035 New
CWA
544
Centennial Wealth Advisory
Michigan
$450K -$214K -1,912 -32%
SFP
545
Sterling Financial Planning
New Jersey
$449K -$33.6K -301 -7%
AIM
546
Anchor Investment Management
South Carolina
$447K -$17.3K -155 -4%
CA
547
Continuum Advisory
Idaho
$446K +$112 +1 +0%
BOPW
548
Brandywine Oak Private Wealth
Pennsylvania
$444K -$6.81K -61 -2%
VWA
549
V Wealth Advisors
Kansas
$442K +$81.9K +733 +23%
SWM
550
Selective Wealth Management
Virginia
$439K +$315K +2,817 +253%
20 21
22
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