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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
SVB Wealth
Massachusetts
$96M
2
CHP
Cable Hill Partners
Oregon
$34.6M
3
M&T Bank
M&T Bank
New York
$215M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$451M
5
SF
Synovus Financial
Georgia
$46.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$4.01M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.7M
3
AF
Allworth Financial
California
$21.5M
4
Ameriprise
Ameriprise
Minnesota
$515M
5
AWM
AE Wealth Management
Kansas
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
626
Wealthquest
Ohio
$272K – – –
SFS
627
Security Financial Services
Indiana
$271K – – –
APW
628
Acima Private Wealth
Virginia
$270K – – –
IWP
629
Icon Wealth Partners
Texas
$268K -$46.2K -413 -15%
FTS
630
Fifth Third Securities
Ohio
$266K -$18.3K -164 -6%
BP
631
BBR Partners
New York
$264K – – –
MWM
632
Meridian Wealth Management
Kentucky
$263K +$7.37K +66 +3%
MYIA
633
Mount Yale Investment Advisors
Colorado
$263K +$82.8K +740 +46%
NYLIM
634
New York Life Investment Management
New York
$262K +$262K +2,341 New
FPCP
635
Fort Point Capital Partners
California
$258K -$38.6K -345 -13%
SYBT
636
Stock Yards Bank & Trust
Kentucky
$257K +$257K +2,298 New
FIM
637
Freedom Investment Management
Connecticut
$255K +$255K +2,286 New
PPWM
638
PFG Private Wealth Management
Florida
$255K -$11.9K -107 -4%
WIA
639
World Investment Advisors
California
$255K -$855 -7 -0.3%
ACK
640
Andrew C. Karlinski
$251K – – –
GPA
641
Guerra Pan Advisors
New Jersey
$250K – – –
SSC
642
Syverson Strege & Co
Iowa
$249K -$44.4K -397 -15%
CWA
643
Clearview Wealth Advisors
Oregon
$249K +$894 +8 +0.4%
ADL
644
Asset Dedication LLC
California
$248K +$15.5K +139 +7%
OPWM
645
Oxinas Partners Wealth Management
Indiana
$245K -$83K -744 -25%
FLPIM
646
F.L. Putnam Investment Management
Massachusetts
$245K -$5.58K -50 -2%
MIM
647
Marco Investment Management
Georgia
$245K +$245K +2,191 New
CAM
648
Crestone Asset Management
Colorado
$244K – – –
PCIG
649
Partners Capital Investment Group
Massachusetts
$243K +$243K +2,171 New
LA
650
LexAurum Advisors
Kansas
$241K -$2.46K -22 -1%
24 25
26
27 28