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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 %
SN
776
Sittner & Nelson
Oregon
$69K +$24.3K +180 +54%
BWL
777
Bogart Wealth LLC
Virginia
$67K +$17.4K +129 +35%
TA
778
Tectonic Advisors
Texas
$66K – – –
CFO
779
CVA Family Office
Colorado
$63K – – –
GWSG
780
GPS Wealth Strategies Group
Colorado
$63K +$40.5K +300 +180%
AAP
781
Arax Advisory Partners
Colorado
$57K -$1.35K -10 -2%
AWM
782
AllSquare Wealth Management
New York
$57K – – –
LC
783
Lindbrook Capital
California
$57K +$17.1K +127 +43%
CFB
784
Cullen/Frost Bankers
Texas
$56K – – –
CHA
785
Carmichael Hill & Associates
Maryland
$56K – – –
CT
786
Cambridge Trust
Massachusetts
$55K -$41.6K -307 -43%
CG
787
Cutler Group
California
$53K +$53K +400 New
CIAS
788
CFS Investment Advisory Services
New Jersey
$52K +$51.6K +6,903,604 +14,046%
CCM
789
Covington Capital Management
California
$50K – – –
KTC
790
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
FPS
791
Fieldpoint Private Securities
Connecticut
$47K – – –
COCM
792
Charter Oak Capital Management
New Hampshire
$46K – – –
AIC
793
Archer Investment Corporation
Indiana
$45.5K – – –
KFI
794
Key Financial Inc
Pennsylvania
$45K +$29.1K +216 +183%
HBW
795
Hazlett, Burt & Watson
West Virginia
$45K +$45K +336 New
S
796
SignatureFD
Georgia
$43K -$11.3K -84 -21%
PFA
797
Professional Financial Advisors
Nebraska
$43K -$3.08K -23 -7%
JFA
798
JNBA Financial Advisors
Minnesota
$43K – – –
TAM
799
Tucker Asset Management
Colorado
$42.3K -$1.35K -10 -3%
LF
800
Lee Financial
Texas
$40K – – –
30 31
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