QUAL icon

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 %
ICM
726
Islay Capital Management
Texas
$89K 800 -70 -8%
ST
727
Smithfield Trust
Pennsylvania
$86K 777 – –
EW
728
Evoke Wealth
California
$81K 726 – –
ZIG
729
Zullo Investment Group
Pennsylvania
$80K 718 -31 -4%
BCMLT
730
Beacon Capital Management LLC (Tennessee)
Tennessee
$80K 595 – –
UB
731
UMB Bank
Missouri
$79K 706 -522 -43%
NC
732
NewSquare Capital
Pennsylvania
$77K 685 – –
VVP
733
Venture Visionary Partners
Ohio
$75.8K 678 +678 New
Jones Financial Companies
734
Jones Financial Companies
Missouri
$73K 656 -302 -32%
FFA
735
Founders Financial Alliance
North Carolina
$70K 629 – –
JWA
736
JFS Wealth Advisors
Pennsylvania
$70K 629 – –
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$70K 630 +88 +16%
AWM
738
Abound Wealth Management
Tennessee
$67.9K 608 -98 -14%
LWP
739
Laurel Wealth Planning
Minnesota
$67K 599 -141 -19%
MA
740
MUFG Americas
New York
$67K 600 -27 -4%
HPC
741
HM Payson & Co
Maine
$67K 600 +600 New
SC
742
Siena Capital
Ohio
$66K 587 -391 -40%
BA
743
Bellwether Advisors
Nebraska
$62K 558 -1,237 -69%
CIA
744
Choate Investment Advisors
Massachusetts
$61K 542 -131 -19%
FPFS
745
First Personal Financial Services
North Carolina
$59K 525 – –
RIM
746
Rockbridge Investment Management
New York
$57.3K 513 – –
SN
747
Sittner & Nelson
Oregon
$57K 511 – –
BWL
748
Bogart Wealth LLC
Virginia
$57K 514 +16 +3%
TA
749
Tectonic Advisors
Texas
$55K 490 – –
IFAM
750
Institutional & Family Asset Management
Colorado
$54K 484 -218 -31%
28 29
30
31 32