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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 %
LSPW
576
Lake Street Private Wealth
Illinois
$438K +$38.1K +283 +10%
AP
577
Advisor Partners
California
$437K – – –
CSPAM
578
Cary Street Partners Asset Management
Virginia
$436K +$436K +3,242 New
VWA
579
V Wealth Advisors
Kansas
$434K +$106K +790 +32%
APA
580
Astoria Portfolio Advisors
New York
$432K +$39.2K +291 +10%
ACM
581
Advisors Capital Management
New Jersey
$426K +$426K +3,165 New
SCFS
582
S.C. Financial Services
Arizona
$425K +$1.08K +8 +0.3%
NWM
583
NEIRG Wealth Management
Massachusetts
$418K – – –
SPI
584
Sutton Place Investors
New York
$416K -$5.71K -45 -1%
Bank Julius Baer & Co
585
Bank Julius Baer & Co
Switzerland
$414K -$14.7M -109,238 -97%
EWM
586
EPG Wealth Management
Georgia
$414K -$70.2K -522 -15%
SFA
587
Sequoia Financial Advisors
Ohio
$410K -$74K -550 -15%
TA
588
TrueWealth Advisors
Alabama
$405K – – –
WMS
589
Wealth Management Solutions
Pennsylvania
$400K -$172K -1,276 -30%
YWS
590
Yarger Wealth Strategies
Ohio
$399K +$71.2K +529 +22%
MG
591
Mather Group
Illinois
$397K +$397K +2,951 New
OPWM
592
Oxinas Partners Wealth Management
Indiana
$396K +$5.66K +42 +1%
MWM
593
Minot Wealth Management
Massachusetts
$395K – – –
WC
594
Whitney & Co
New York
$394K +$135 +1 +0%
SOS
595
Silver Oak Securities
Tennessee
$394K +$394K +2,964 New
CW
596
CreativeOne Wealth
Kansas
$393K -$756K -5,620 -66%
ACI
597
Alpha Cubed Investments
California
$391K +$391K +2,904 New
IWA
598
IBEX Wealth Advisors
New Jersey
$387K +$3.9K +29 +1%
ICG
599
InterOcean Capital Group
Tennessee
$383K – – –
WGCA
600
Wolf Group Capital Advisors
Virginia
$382K -$643K -4,780 -63%
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