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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 %
TFGT
751
TS Financial Group (TSFG)
Illinois
$54K 479 +201 +72%
FMB
752
Field & Main Bank
Kentucky
$54K 484 +484 New
CFO
753
CVA Family Office
Colorado
$52K 466 – –
BCV
754
Banque Cantonale Vaudoise
Switzerland
$48K 430 +430 New
LC
755
Lindbrook Capital
California
$47K 424 – –
AWM
756
AllSquare Wealth Management
New York
$47K 425 – –
AAP
757
Arax Advisory Partners
Colorado
$47K 422 +1 +0.2%
CHA
758
Carmichael Hill & Associates
Maryland
$46K 416 – –
CFB
759
Cullen/Frost Bankers
Texas
$46K 416 – –
Simplex Trading
760
Simplex Trading
Illinois
$46K 414 +136 +49%
S
761
SignatureFD
Georgia
$45K 399 +78 +24%
SCA
762
Stonebridge Capital Advisors
Minnesota
$43K 384 -1,317 -77%
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$43K 381 -214 -36%
CT
764
Cambridge Trust
Massachusetts
$43K 389 -17 -4%
KTC
765
Kistler-Tiffany Companies
Pennsylvania
$41K 365 – –
WAM
766
Worth Asset Management
Texas
$40K 354 +204 +136%
LDFR
767
Lehman & Derafelo Financial Resources
Pennsylvania
$39K 346 +346 New
AIC
768
Archer Investment Corporation
Indiana
$38.9K 348 – –
COCM
769
Charter Oak Capital Management
New Hampshire
$38K 342 – –
HBW
770
Hazlett, Burt & Watson
West Virginia
$37K 339 +3 +0.9%
GIA
771
GHP Investment Advisors
Colorado
$37K 335 +335 New
PFA
772
Professional Financial Advisors
Nebraska
$36K 321 – –
TAM
773
Tucker Asset Management
Colorado
$35.1K 314 – –
LF
774
Lee Financial
Texas
$34K 300 +1 +0.3%
MAM
775
Meeder Asset Management
Ohio
$31K 274 +229 +509%
29 30
31
32 33