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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 %
CIR
651
Clear Investment Research
Georgia
$272K -$62.7K -466 -19%
IRC
652
Investors Research Corp
Georgia
$271K +$78.3K +581 +41%
LG
653
Leuthold Group
Minnesota
$269K -$66.3K -492 -20%
PTC
654
Philadelphia Trust Company
Pennsylvania
$269K – – –
IAA
655
Independent Advisor Alliance
North Carolina
$269K +$23.6K +175 +10%
TCOV
656
Trust Company of Vermont
Vermont
$268K +$808 +6 +0.3%
GTCM
657
Gyon Technologies Capital Management
New Jersey
$266K +$266K +1,979 New
HA
658
HYA Advisors
Missouri
$264K – – –
GLA
659
Good Life Advisors
Pennsylvania
$264K +$37K +274 +16%
TVAMP
660
Tennessee Valley Asset Management Partners
Tennessee
$263K +$16.7K +124 +7%
SC
661
Solstein Capital
California
$260K -$1.78M -13,204 -87%
PWMG
662
Pinnacle Wealth Management Group
Michigan
$260K -$70.9K -526 -21%
CIA
663
Capital Investment Advisors
Georgia
$260K -$22.8K -170 -8%
SPAS
664
Spectrum Planning & Advisory Services
California
$260K – – –
WWM
665
WJ Wealth Management
Arizona
$259K -$348K -2,573 -57%
BZWA
666
Blue Zone Wealth Advisors
California
$259K +$259K +1,927 New
PAM
667
Palisade Asset Management
Minnesota
$257K – – –
GPA
668
Guerra Pan Advisors
New Jersey
$255K – – –
RIA
669
Realta Investment Advisors
Delaware
$248K +$248K +1,840 New
PBF
670
Petix & Botte Financial
California
$247K +$247K +1,835 New
DC
671
Davenport & Co
Virginia
$246K +$23.3K +173 +10%
IF
672
Integrity Financial
Wyoming
$246K +$41.1K +305 +20%
SIA
673
Schechter Investment Advisors
Michigan
$243K +$243K +1,804 New
BA
674
Bellwether Advisors
Nebraska
$241K -$47K -350 -16%
MC
675
Moors & Cabot
Massachusetts
$239K -$12.6K -94 -5%
25 26
27
28 29