QUAL icon

iShares MSCI USA Quality Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WGCA
601
Wolf Group Capital Advisors
Virginia
$318K +$670 +6 +0.2%
IWA
602
IBEX Wealth Advisors
New Jersey
$316K -$5.14K -46 -2%
YIH
603
Y-Intercept (HK)
Hong Kong
$310K +$310K +2,776 New
TA
604
TrueWealth Advisors
Alabama
$305K -$5.36K -48 -2%
Barclays
605
Barclays
United Kingdom
$302K -$93.7K -838 -24%
AWM
606
Aspire Wealth Management
Massachusetts
$301K +$1.12K +10 +0.4%
TPA
607
Trivium Point Advisory
Connecticut
$300K -$4.47M -38,707 -94%
MG
608
Mather Group
Illinois
$300K -$30.2K -270 -9%
BWM
609
BerganKDV Wealth Management
Minnesota
$300K
IRC
610
Investors Research Corp
Georgia
$299K +$74.8K +670 +33%
CPIG
611
Chicago Partners Investment Group
Illinois
$298K +$64K +525 +27%
PCM
612
Parsons Capital Management
Rhode Island
$295K -$17.3K -155 -6%
SIC
613
Salem Investment Counselors
North Carolina
$291K -$136K -1,220 -32%
PWMG
614
Prestige Wealth Management Group
New Jersey
$290K -$732K -6,548 -72%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$286K +$91.7K +821 +47%
BFA
616
Beaumont Financial Advisors
Massachusetts
$285K
TSS
617
Two Sigma Securities
New York
$283K +$87.1K +778 +44%
EL
618
EQ LLC
Washington
$282K -$8.7K -78 -3%
OCM
619
Orion Capital Management
California
$281K +$9.83K +88 +4%
SPWM
620
Schrum Private Wealth Management
Florida
$281K +$281K +2,515 New
CBFP
621
Cedar Brook Financial Partners
Ohio
$278K -$133K -1,191 -32%
PAMG
622
Patton Albertson Miller Group
Tennessee
$274K -$336K -3,013 -55%
HTHT
623
Hemenway Trust Hemenway Trust
New Hampshire
$274K
SXL
624
Summit X LLC
Missouri
$274K +$1.8K +16 +0.7%
AW
625
Avion Wealth
Texas
$273K