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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.

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)
1
Carson Wealth (CWM LLC)
Nebraska
$326M
2
GFS
2
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
4
Financial Advisors
Massachusetts
$41M
5
PC
5
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$81.3M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$8M
3
COF
3
Capital One Financial
Virginia
$7.1M
4
WA
4
Waddell & Associates
Tennessee
$690K
5
HI
5
Horizon Investments
North Carolina
$97.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Pinnacle Associates
New York
$48.7M 362,002 +60,055 +20%
HFS
52
Howard Financial Services
Texas
$48.7M 361,584 +40,042 +12%
Franklin Resources
53
Franklin Resources
California
$47.5M 353,082 +65,298 +23%
PC
54
Permanens Capital
New York
$46.8M 347,490 +291,423 +520%
WDL
55
Well Done LLC
Michigan
$45.9M 340,982 +8,947 +3%
AWE
56
Avidian Wealth Enterprises
Texas
$45.7M 339,566 -57,803 -15%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$44.3M 329,266 -176,860 -35%
EWM
58
Empirical Wealth Management
Washington
$43.4M 322,544 -10,208 -3%
HCA
59
Heck Capital Advisors
Wisconsin
$42.5M 315,638 +2,368 +0.8%
TC
60
Trilogy Capital
California
$42.3M 314,178 -347,738 -53%
FA
61
Financial Advisors
Massachusetts
$41M 304,221 +304,221 New
IDA
62
Intelligence Driven Advisers
California
$40.9M 306,116 +44,047 +17%
MML Investors Services
63
MML Investors Services
Massachusetts
$40.3M 299,258 +10,727 +4%
EH
64
Equitable Holdings
New York
$38.6M 287,072 +9,281 +3%
KIM
65
Karpus Investment Management
New York
$38.4M 285,442 +34,821 +14%
RW
66
RVW Wealth
California
$37.1M 275,542 +7,835 +3%
TCM
67
TD Capital Management
Tennessee
$35.4M 262,650 +4,344 +2%
PO
68
Private Ocean
California
$34.2M 254,236 +20,998 +9%
AAS
69
Ameritas Advisory Services
Nebraska
$33.9M 251,702 -13,058 -5%
SPIA
70
Steward Partners Investment Advisory
New York
$33.5M 248,722 -1,936 -0.8%
SW
71
SVB Wealth
Massachusetts
$33.3M 247,486 +55,276 +29%
OWM
72
Orgel Wealth Management
Wisconsin
$31.6M 234,623 +72,213 +44%
WPW
73
Waldron Private Wealth
Pennsylvania
$31.2M 231,562 +34,522 +18%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$30.6M 227,556 -159,904 -41%
SF
75
Synovus Financial
Georgia
$30.1M 223,389 +2,132 +1%
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