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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 %
GLA
676
Good Life Advisors
Pennsylvania
$210K -$8.25K -74 -4%
MC
677
Moors & Cabot
Massachusetts
$209K +$10.5K +94 +5%
QC
678
Quent Capital
New York
$209K +$54.9K +491 +36%
BCWM
679
Bartlett & Co Wealth Management
Ohio
$208K +$112K +1,001 +116%
BC
680
Bartlett & Co
Ohio
$208K +$112K +1,001 +116%
SC
681
Solstein Capital
California
$207K -$8.26K -74 -4%
CW
682
CreativeOne Wealth
Kansas
$206K -$121K -1,082 -37%
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$206K -$36.4K -326 -15%
CIA
684
Capital Investment Advisors
Georgia
$204K -$12.7K -113 -6%
IF
685
Integrity Financial
Wyoming
$204K +$112 +1 +0.1%
RCM
686
RB Capital Management
Nevada
$203K +$203K +1,815 New
SIA
687
Schechter Investment Advisors
Michigan
$202K – – –
SC
688
SouthState Corp
Florida
$202K +$202K +1,811 New
SPI
689
Sutton Place Investors
New York
$201K -$165K -1,477 -45%
IBOK
690
Independence Bank of Kentucky
Kentucky
$200K +$200K +1,790 New
KFI
691
Key Financial Inc
Pennsylvania
$196K +$158K +1,410 +422%
LTI
692
Laffer Tengler Investments
Tennessee
$194K – – –
CI
693
CX Institutional
Indiana
$192K +$13.5K +121 +8%
LS
694
Leelyn Smith
Illinois
$185K +$1.56K +14 +0.9%
BWP
695
Baldwin Wealth Partners
Massachusetts
$171K -$9.16K -82 -5%
CWM
696
Consultiva Wealth Management
Puerto Rico
$163K – – –
CFD
697
Creative Financial Designs
Indiana
$156K -$12.2K -109 -7%
EWM
698
Evermay Wealth Management
Virginia
$155K – – –
GIA
699
Goodwin Investment Advisory
Georgia
$152K -$32.1K -287 -17%
OSAM
700
O'Shaughnessy Asset Management
Connecticut
$138K -$40.6K -362 -23%
26 27
28
29 30