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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 %
MCM
776
McMillion Capital Management
North Carolina
$29K 260 +260 New
GWSG
777
GPS Wealth Strategies Group
Colorado
$27K 240 -227 -49%
BBHC
778
Brown Brothers Harriman & Co
New York
$27K 240 – –
HWA
779
HHM Wealth Advisors
Tennessee
$27K 244 +109 +81%
CWM
780
Curi Wealth Management
North Carolina
$26K 230 – –
PAI
781
Pittenger & Anderson Inc
Nebraska
$24K 218 – –
TH
782
TCTC Holdings
Texas
$24K 215 – –
WWM
783
Wagner Wealth Management
South Carolina
$24K 219 +219 New
HF
784
Halpern Financial
Virginia
$23.8K 213 +213 New
AWM
785
Accel Wealth Management
Iowa
$23K 199 +1 +0.5%
SMFG
786
Sumitomo Mitsui Financial Group
Japan
$22K 200 – –
WWP
787
WR Wealth Planners
Missouri
$21.1K 189 +2 +1%
CBT
788
CoreFirst Bank & Trust
Kansas
$20K 182 -16 -8%
TCWA
789
Ten Capital Wealth Advisors
Washington
$20K 181 +21 +13%
FWP
790
FAS Wealth Partners
Kansas
$19K 173 -31 -15%
MSFP
791
Mark Sheptoff Financial Planning
Connecticut
$19K 166 – –
APW
792
Axim Planning & Wealth
Ohio
$18K 160 +160 New
HI
793
Hudock Inc
Pennsylvania
$17K 160 +33 +26%
PB
794
Pinnacle Bancorp
Nebraska
$16K 145 -1,068 -88%
EI
795
Ellevest Inc
New York
$15K 135 +135 New
IAS
796
IMA Advisory Services
Colorado
$13K 119 – –
AA
797
Ancora Advisors
Ohio
$13K 117 – –
CSB
798
City State Bank
Iowa
$13K 114 – –
PFBT
799
Parkside Financial Bank & Trust
Missouri
$12K 103 – –
Toronto Dominion Bank
800
Toronto Dominion Bank
Ontario, Canada
$12K 106 +106 New
30 31
32
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