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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
BTI
1
Blue Trust Inc
Georgia
$152M
2
SW
2
SVB Wealth
Massachusetts
$96M
3
CHP
3
Cable Hill Partners
Oregon
$34.6M
4
M&T Bank
4
M&T Bank
New York
$215M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$451M

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 Market Value Shares Shares
Change 		Shares
Change %
PIM
701
Progressive Investment Management
Oregon
$137K 1,222 – –
PGAM
702
Princeton Global Asset Management
New Jersey
$130K 1,166 – –
CCM
703
Covington Capital Management
California
$128K 1,143 +768 +205%
VCM
704
Vigilant Capital Management
Maine
$127K 1,139 – –
Bessemer Group
705
Bessemer Group
New Jersey
$122K 1,089 – –
CWP
706
Concord Wealth Partners
Virginia
$122K 1,093 +147 +16%
M
707
MOTCO
Texas
$121K 1,082 – –
APC
708
Aspire Private Capital
North Carolina
$120K 1,073 +127 +13%
MPCG
709
Matrix Private Capital Group
New York
$117K 1,049 – –
MHR
710
Matthew Hamilton Rosenberg
$114K 1,012 – –
AIC
711
Ayalon Insurance Company
Israel
$113K 1,015 -2,690 -73%
TWP
712
TFO Wealth Partners
Ohio
$112K 1,000 – –
WPWM
713
Western Pacific Wealth Management
Illinois
$111K 1,000 – –
JFA
714
JNBA Financial Advisors
Minnesota
$109K 976 +653 +202%
VRM
715
Vectors Research Management
New York
$107K 957 – –
SFSG
716
Sound Financial Strategies Group
Mississippi
$106K 951 -60 -6%
RG
717
Retirement Group
California
$106K 953 +37 +4%
AWM
718
Atticus Wealth Management
Florida
$97K 871 -5 -0.6%
CCP
719
Clarkston Capital Partners
Michigan
$97K 865 – –
CA
720
Clearstead Advisors
Ohio
$94K 845 – –
CB
721
CNB Bank
Pennsylvania
$94K 843 – –
AWM
722
Avior Wealth Management
Nebraska
$93K 836 +1 +0.1%
TIM
723
Tevis Investment Management
Texas
$93K 840 +6 +0.7%
SSB
724
Sandy Spring Bank
Maryland
$91K 814 – –
HR
725
Howe & Rusling
New York
$91K 813 – –
27 28
29
30 31