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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 %
PIM
726
Progressive Investment Management
Oregon
$165K – – –
PB
727
Pinnacle Bancorp
Nebraska
$163K +$163K +1,213 New
PGAM
728
Princeton Global Asset Management
New Jersey
$157K -$8.08K -60 -5%
VCM
729
Vigilant Capital Management
Maine
$153K -$269 -2 -0.2%
SWM
730
Selective Wealth Management
Virginia
$150K -$19.9K -148 -12%
Bessemer Group
731
Bessemer Group
New Jersey
$147K -$945 -7 -0.6%
M
732
MOTCO
Texas
$146K – – –
MPCG
733
Matrix Private Capital Group
New York
$141K – – –
SFSG
734
Sound Financial Strategies Group
Mississippi
$136K -$1.88M -13,950 -93%
MHR
735
Matthew Hamilton Rosenberg
$136K +$5.11K +38 +4%
TWP
736
TFO Wealth Partners
Ohio
$135K – – –
WPWM
737
Western Pacific Wealth Management
Illinois
$134K – – –
SC
738
Siena Capital
Ohio
$132K +$132K +978 New
Jones Financial Companies
739
Jones Financial Companies
Missouri
$129K -$246K -1,828 -66%
VRM
740
Vectors Research Management
New York
$129K – – –
KPCM
741
Kings Point Capital Management
New York
$128K – – –
CWP
742
Concord Wealth Partners
Virginia
$127K +$5.37K +40 +4%
APC
743
Aspire Private Capital
North Carolina
$127K +$30.7K +229 +32%
RG
744
Retirement Group
California
$123K +$134 +1 +0.1%
AWM
745
Atticus Wealth Management
Florida
$118K -$492K -3,656 -81%
AIM
746
Acropolis Investment Management
Missouri
$118K +$118K +873 New
ICM
747
Islay Capital Management
Texas
$117K – – –
BCWM
748
Bartlett & Co Wealth Management
Ohio
$116K +$116K +863 New
CCP
749
Clarkston Capital Partners
Michigan
$116K – – –
BC
750
Bartlett & Co
Ohio
$116K +$116K +863 New
28 29
30
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