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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.

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
1
SVB Wealth
Massachusetts
$96M
2
CHP
2
Cable Hill Partners
Oregon
$34.6M
3
M&T Bank
3
M&T Bank
New York
$215M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$451M
5
SF
5
Synovus Financial
Georgia
$46.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$4.01M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24.7M
3
AF
3
Allworth Financial
California
$21.5M
4
Ameriprise
4
Ameriprise
Minnesota
$515M
5
AWM
5
AE Wealth Management
Kansas
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
651
Richard P. Slaughter Associates
Texas
$240K -$271K -2,434 -53%
DF
652
Donoghue Forlines
Massachusetts
$238K – – –
DTC
653
Davidson Trust Company
Washington
$238K +$7.03K +63 +3%
WMS
654
Wealth Management Solutions
Pennsylvania
$237K -$95.4K -853 -29%
OWA
655
Octavia Wealth Advisors
Ohio
$235K -$9.87K -88 -4%
CIR
656
Clear Investment Research
Georgia
$232K +$6.04K +54 +3%
Betterment LLC
657
Betterment LLC
New York
$232K +$61.2K +548 +36%
WC
658
Whitney & Co
New York
$231K -$95.8K -857 -29%
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$230K +$892 +8 +0.4%
AP
660
Appleton Partners
Massachusetts
$230K +$230K +2,061 New
CFA
661
CWS Financial Advisors
Michigan
$229K +$229K +2,048 New
Walleye Capital
662
Walleye Capital
New York
$226K +$226K +2,020 New
LG
663
Leuthold Group
Minnesota
$225K +$2.23K +20 +1%
WWM
664
Wiser Wealth Management
Georgia
$223K -$12.3M -110,691 -98%
IAA
665
Ironsides Asset Advisors
North Carolina
$223K -$1.8M -16,130 -89%
PTC
666
Philadelphia Trust Company
Pennsylvania
$223K – – –
TCOV
667
Trust Company of Vermont
Vermont
$223K – – –
TVAMP
668
Tennessee Valley Asset Management Partners
Tennessee
$221K +$3.24K +29 +1%
HNB
669
Huntington National Bank
Ohio
$220K -$223K – –
HA
670
HYA Advisors
Missouri
$219K – – –
GW
671
GW & Wade
Massachusetts
$218K +$218K +1,948 New
SPAS
672
Spectrum Planning & Advisory Services
California
$216K – – –
RIA
673
Realta Investment Advisors
Delaware
$212K +$5.72K +51 +3%
IF
674
Intrua Financial
Texas
$211K -$648K -5,811 -75%
PWMG
675
Pinnacle Wealth Management Group
Michigan
$211K -$4.58K -41 -2%
25 26
27
28 29