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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 %
TLFA
676
True Link Financial Advisors
California
$238K -$15.7K -117 -6%
TSS
677
Two Sigma Securities
New York
$236K +$236K +1,751 New
FCM
678
Firestone Capital Management
Florida
$235K +$404 +3 +0.2%
LTI
679
Laffer Tengler Investments
Tennessee
$234K – – –
Koshinski Asset Management
680
Koshinski Asset Management
Illinois
$234K +$79.3K +589 +51%
NA
681
Nottingham Advisors
New York
$234K – – –
GSIS
682
Global Strategic Investment Solutions
Arizona
$231K +$673 +5 +0.3%
WP
683
WealthPLAN Partners
Nebraska
$229K -$34.9K -283 -13%
SCA
684
Stonebridge Capital Advisors
Minnesota
$229K +$187K +1,388 +443%
WIM
685
WealthPlan Investment Management
Nebraska
$229K +$229K +1,855 New
OPCM
686
Osborne Partners Capital Management
California
$228K -$3.51K -26 -2%
CL
687
CPWM LLC
Washington
$228K – – –
IWA
688
Intercontinental Wealth Advisors
Texas
$226K -$35.8K -265 -14%
GM
689
GeoWealth Management
Illinois
$226K +$226K +1,676 New
CRC
690
Curi RMB Capital
Illinois
$225K -$10.2K -76 -4%
DT
691
Daniels + Tansey
Delaware
$223K -$129K -963 -37%
HNB
692
Huntington National Bank
Ohio
$223K -$220K – –
KFC
693
Klingenstein Fields & Co
New York
$223K – – –
CPIG
694
Chicago Partners Investment Group
Illinois
$223K +$30.5K +262 +16%
CA
695
Cambridge Advisors
Nebraska
$222K +$940 +7 +0.4%
GIA
696
Goodwin Investment Advisory
Georgia
$221K -$10.6K -79 -5%
LS
697
Leelyn Smith
Illinois
$221K -$9.83K -73 -4%
V
698
Veritable
Delaware
$221K +$14K +104 +7%
FWM
699
Frontier Wealth Management
Missouri
$220K – – –
IC
700
IEQ Capital
California
$220K – – –
26 27
28
29 30