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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 %
STB
551
S&T Bank
Pennsylvania
$514K – – –
Qube Research & Technologies (QRT)
552
Qube Research & Technologies (QRT)
United Kingdom
$510K -$142K -1,051 -22%
TCWM
553
Total Clarity Wealth Management
Illinois
$502K -$758K -5,634 -60%
HS
554
Horan Securities
United States
$500K +$21.8K +162 +5%
AIC
555
Ayalon Insurance Company
Israel
$499K – – –
FDCC
556
Foster Dykema Cabot & Co
Massachusetts
$498K -$20.3K -151 -4%
CBFP
557
Cedar Brook Financial Partners
Ohio
$495K +$1.35K +10 +0.3%
CA
558
Continuum Advisory
Idaho
$492K -$6.29K -51 -1%
PIA
559
Perennial Investment Advisors
California
$492K +$19.4K +144 +4%
G
560
GenTrust
Florida
$489K – – –
PP
561
Prudential plc
United Kingdom
$485K -$20.2M -150,000 -98%
Barclays
562
Barclays
United Kingdom
$477K +$113K +838 +31%
VFA
563
Valeo Financial Advisors
Indiana
$475K +$208K +1,545 +78%
AL
564
Aspiriant LLC
California
$462K +$209K +1,550 +82%
FNWM
565
Financial Network Wealth Management
Utah
$461K – – –
C1AG
566
Client 1st Advisory Group
Florida
$458K – – –
NEPPG
567
New England Professional Planning Group
Rhode Island
$458K +$26K +193 +6%
AWM
568
Axxcess Wealth Management
California
$457K -$502K -3,728 -52%
CM
569
Columbus Macro
Pennsylvania
$457K +$155K +1,150 +51%
MCM
570
Moore Capital Management
New York
$454K +$454K +3,370 New
PA
571
Procyon Advisors
Connecticut
$453K -$184K -1,366 -29%
HKIMG
572
Hutchens & Kramer Investment Management Group
Indiana
$451K – – –
SW
573
Solidarity Wealth
Utah
$443K +$443K +3,342 New
AWM
574
Apollon Wealth Management
South Carolina
$438K -$943 -7 -0.2%
WIC
575
Whitegate Investment Counselors
New Hampshire
$438K – – –
21 22
23
24 25