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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 %
SXL
626
Summit X LLC
Missouri
$325K -$219K -1,630 -40%
APW
627
Acima Private Wealth
Virginia
$325K – – –
PPWM
628
PFG Private Wealth Management
Florida
$322K -$33.4K -248 -9%
BP
629
BBR Partners
New York
$318K – – –
JCM
630
Jacobi Capital Management
Pennsylvania
$317K +$5.53K +41 +2%
OCM
631
One Capital Management
California
$317K +$317K +2,361 New
T
632
TCWP
Ohio
$312K -$187K -1,392 -37%
LC
633
Lavaca Capital
Texas
$311K -$460K -3,420 -60%
MWM
634
Meridian Wealth Management
Kentucky
$308K -$9.55K -71 -3%
CRI
635
Colonial River Investments
Virginia
$305K +$6.19K +46 +2%
ACK
636
Andrew C. Karlinski
$303K -$12.5K -93 -4%
FLPIM
637
F.L. Putnam Investment Management
Massachusetts
$302K +$75.1K +558 +33%
CWA
638
Clearview Wealth Advisors
Oregon
$299K +$808 +6 +0.3%
CAG
639
Curtis Advisory Group
California
$298K -$128K -950 -30%
OWA
640
Octavia Wealth Advisors
Ohio
$294K -$40.7K -302 -12%
LA
641
LexAurum Advisors
Kansas
$294K -$2.02K -15 -0.7%
CAM
642
Crestone Asset Management
Colorado
$294K – – –
FMWA
643
Forvis Mazars Wealth Advisors
Missouri
$292K +$55.4K +412 +23%
DF
644
Donoghue Forlines
Massachusetts
$286K +$2.56K +19 +0.9%
WIA
645
World Investment Advisors
California
$282K -$11K -82 -4%
AWA
646
Arete Wealth Advisors
Illinois
$281K -$88.3K -655 -24%
ADL
647
Asset Dedication LLC
California
$280K +$266K +1,977 +1,957%
DTC
648
Davidson Trust Company
Washington
$279K +$8.63K +64 +3%
JGIA
649
Jackson Grant Investment Advisers
Connecticut
$277K +$674 +5 +0.2%
MWM
650
Modera Wealth Management
New Jersey
$276K +$276K +2,051 New
24 25
26
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