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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
+$144M
2
GFS
GYL Financial Synergies
Connecticut
+$83.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.4M
4
FA
Financial Advisors
Massachusetts
+$41M
5
PC
Permanens Capital
New York
+$39.2M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$115M
2
PPFA
Provida Pension Fund Administrator
Chile
-$75.5M
3
COF
Capital One Financial
Virginia
-$69.3M
4
WA
Waddell & Associates
Tennessee
-$62.6M
5
HI
Horizon Investments
North Carolina
-$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
601
Icon Wealth Partners
Texas
$378K – – –
PCM
602
Parsons Capital Management
Rhode Island
$376K – – –
PWA
603
Physician Wealth Advisors
Utah
$375K +$85.6K +664 +30%
FS
604
Ferguson Shapiro
Georgia
$373K -$5.12M -38,046 -93%
Citadel Advisors
605
Citadel Advisors
Florida
$373K +$373K +2,774 New
AWM
606
Aspire Wealth Management
Massachusetts
$361K -$1.08M -8,044 -75%
BWM
607
BerganKDV Wealth Management
Minnesota
$361K -$38.9K -289 -10%
FPCP
608
Fort Point Capital Partners
California
$357K -$48.8K -363 -12%
CWM
609
Cahaba Wealth Management
Georgia
$357K +$91.6K +743 +35%
MFG
610
Magnus Financial Group
New York
$357K +$136K +1,012 +62%
W
611
Wealthquest
Ohio
$354K – – –
SSC
612
Syverson Strege & Co
Iowa
$353K +$37.2K +276 +12%
SIA
613
Soltis Investment Advisors
Utah
$353K +$91.6K +681 +35%
FFC
614
Fure Financial Corporation
Minnesota
$352K -$13.3K -99 -4%
EL
615
EQ LLC
Washington
$351K +$269 +2 +0.1%
DIA
616
Dana Investment Advisors
Wisconsin
$351K +$98K +728 +39%
BFA
617
Beaumont Financial Advisors
Massachusetts
$344K -$21.2K -157 -6%
FTS
618
Fifth Third Securities
Ohio
$342K -$289K -2,147 -46%
PCMC
619
Private Capital Management (Colorado)
Colorado
$339K -$60.5K -449 -15%
EI
620
Ethic Inc
New York
$338K +$338K +2,513 New
HTHT
621
Hemenway Trust Hemenway Trust
New Hampshire
$330K – – –
AW
622
Avion Wealth
Texas
$328K – – –
OCM
623
Orion Capital Management
California
$327K +$14.4K +107 +5%
LA
624
Latitude Advisors
Florida
$327K +$327K +2,431 New
SFS
625
Security Financial Services
Indiana
$326K – – –
23 24
25
26 27