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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 %
CA
751
Clearstead Advisors
Ohio
$114K – – –
CB
752
CNB Bank
Pennsylvania
$113K – – –
AWM
753
Avior Wealth Management
Nebraska
$112K +$134 +1 +0.1%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K +$112K +833 New
TIM
755
Tevis Investment Management
Texas
$112K +$112K +834 New
SSB
756
Sandy Spring Bank
Maryland
$109K -$64.3K -480 -37%
HR
757
Howe & Rusling
New York
$109K – – –
ST
758
Smithfield Trust
Pennsylvania
$102K -$131 -1 -0.1%
ZIG
759
Zullo Investment Group
Pennsylvania
$101K -$3.1K -23 -3%
LWP
760
Laurel Wealth Planning
Minnesota
$100K – – –
EW
761
Evoke Wealth
California
$98K – – –
AWM
762
Abound Wealth Management
Tennessee
$95.1K +$15K +111 +19%
SCA
763
Sandy Cove Advisors
Massachusetts
$95K – – –
IFAM
764
Institutional & Family Asset Management
Colorado
$95K – – –
NC
765
NewSquare Capital
Pennsylvania
$92K +$92K +685 New
CIA
766
Choate Investment Advisors
Massachusetts
$91K – – –
FFA
767
Founders Financial Alliance
North Carolina
$85K – – –
JWA
768
JFS Wealth Advisors
Pennsylvania
$85K +$54.1K +400 +175%
MA
769
MUFG Americas
New York
$84K +$29.7K +222 +55%
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$80K +$28.8K +214 +56%
BCMLT
771
Beacon Capital Management LLC (Tennessee)
Tennessee
$80K +$80K +595 New
FFWM
772
Future Financial Wealth Management
Ohio
$75K -$24.8K -185 -25%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$73K -$54.5K -405 -43%
FPFS
774
First Personal Financial Services
North Carolina
$71K – – –
RIM
775
Rockbridge Investment Management
New York
$69.2K – – –
29 30
31
32 33