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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 %
SOMRS
51
State of Michigan Retirement System
Michigan
$40.8M 364,900 +165,350 +83%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$40.1M 359,325 +30,059 +9%
Franklin Resources
53
Franklin Resources
California
$39.2M 351,050 -2,032 -0.6%
EWM
54
Empirical Wealth Management
Washington
$39M 348,988 +26,444 +8%
WDL
55
Well Done LLC
Michigan
$38.4M 343,673 +2,691 +0.8%
CAM
56
Cresset Asset Management
Illinois
$37M 538,409 +8,633 +2%
FA
57
Financial Advisors
Massachusetts
$36.4M 325,997 +21,776 +7%
TC
58
Trilogy Capital
California
$35.7M 319,797 +5,619 +2%
CHP
59
Cable Hill Partners
Oregon
$34.6M 309,661 +309,661 New
MML Investors Services
60
MML Investors Services
Massachusetts
$33.9M 303,448 +4,190 +1%
OWM
61
Orgel Wealth Management
Wisconsin
$33.9M 303,272 +68,649 +29%
IDA
62
Intelligence Driven Advisers
California
$32.5M 285,752 -20,364 -7%
AWM
63
AE Wealth Management
Kansas
$32.4M 290,103 -469,728 -62%
EH
64
Equitable Holdings
New York
$31.2M 279,102 -7,970 -3%
RW
65
RVW Wealth
California
$31M 277,880 +2,338 +0.8%
AWE
66
Avidian Wealth Enterprises
Texas
$30.8M 275,543 -64,023 -19%
HCA
67
Heck Capital Advisors
Wisconsin
$30.6M 274,287 -41,351 -13%
TCM
68
TD Capital Management
Tennessee
$29M 259,866 -2,784 -1%
SPIA
69
Steward Partners Investment Advisory
New York
$27.5M 245,834 -2,888 -1%
WPW
70
Waldron Private Wealth
Pennsylvania
$26.9M 240,732 +9,170 +4%
TWM
71
Thrive Wealth Management
Pennsylvania
$26.5M 236,962 -131,240 -36%
BAAM
72
Baker Avenue Asset Management
California
$26.1M 233,623 +62,725 +37%
KCM
73
Kathmere Capital Management
Pennsylvania
$25.7M 229,614 +12,686 +6%
CIAS
74
Capital Investment Advisory Services
North Carolina
$25.4M 227,685 +5,807 +3%
SWA
75
Strategies Wealth Advisors
Michigan
$25.3M 226,800 +23,041 +11%
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