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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 %
PCA
551
Pallas Capital Advisors
Massachusetts
$439K +$439K +3,731 New
NIC
552
Northwest Investment Counselors
Oregon
$435K -$48.5K -434 -10%
YWS
553
Yarger Wealth Strategies
Ohio
$426K +$83.9K +727 +25%
EWA
554
EP Wealth Advisors
California
$419K -$132K -1,181 -24%
TCWM
555
Total Clarity Wealth Management
Illinois
$417K – – –
BJL
556
Brighton Jones LLC
Washington
$414K -$82.7K -740 -17%
CAAS
557
Capital Asset Advisory Services
Michigan
$413K -$198K -1,771 -32%
Kovitz Investment Group Partners
558
Kovitz Investment Group Partners
Illinois
$413K -$17.8K -159 -4%
FDCC
559
Foster Dykema Cabot & Co
Massachusetts
$413K – – –
PWA
560
Physician Wealth Advisors
Utah
$413K +$59.2K +487 +17%
IA
561
IFG Advisory
Georgia
$411K -$44.3K -397 -10%
CWC
562
Carolinas Wealth Consulting
North Carolina
$409K -$41.4K -370 -9%
G
563
GenTrust
Florida
$406K – – –
SW
564
Solidarity Wealth
Utah
$404K -$3.66K -30 -0.9%
SCP
565
Syntal Capital Partners
Texas
$402K +$402K +3,596 New
FWCM
566
Ferguson Wellman Capital Management
Oregon
$400K -$77.1K -690 -16%
PP
567
Prudential plc
United Kingdom
$400K -$2.23K -20 -0.6%
CW
568
Cook Wealth
North Carolina
$399K +$399K +3,265 New
SFA
569
Sequoia Financial Advisors
Ohio
$395K +$54.9K +492 +16%
CFG
570
Cooper Financial Group
California
$395K +$395K +3,538 New
SIA
571
Soltis Investment Advisors
Utah
$388K +$95.1K +852 +32%
GTCM
572
Gyon Technologies Capital Management
New Jersey
$388K +$167K +1,495 +76%
HKIMG
573
Hutchens & Kramer Investment Management Group
Indiana
$386K +$10.1K +90 +3%
AL
574
Aspiriant LLC
California
$383K – – –
FNWM
575
Financial Network Wealth Management
Utah
$383K – – –
21 22
23
24 25