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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 %
TFGT
801
TS Financial Group (TSFG)
Illinois
$37K – – –
Simplex Trading
802
Simplex Trading
Illinois
$37K +$37K +278 New
HA
803
Herold Advisors
New York
$33.7K +$33.7K +250 New
BBHC
804
Brown Brothers Harriman & Co
New York
$32K -$4.53K -34 -12%
SQA
805
Simon Quick Advisors
New Jersey
$31K – – –
CWM
806
Curi Wealth Management
North Carolina
$30K +$14.9K +114 +98%
PAI
807
Pittenger & Anderson Inc
Nebraska
$29K – – –
TH
808
TCTC Holdings
Texas
$29K – – –
AWM
809
Accel Wealth Management
Iowa
$27K – – –
SMFG
810
Sumitomo Mitsui Financial Group
Japan
$27K – – –
CBT
811
CoreFirst Bank & Trust
Kansas
$27K – – –
FWP
812
FAS Wealth Partners
Kansas
$27K +$132 +1 +0.5%
WWP
813
WR Wealth Planners
Missouri
$25.2K +$25.2K +187 New
PCG
814
Private Capital Group
Connecticut
$23K +$15K +111 +188%
MSFP
815
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
ZB
816
Zions Bancorporation
Utah
$22K – – –
TCWA
817
Ten Capital Wealth Advisors
Washington
$22K – – –
CTB
818
Country Trust Bank
Illinois
$22K – – –
FAG
819
Fortitude Advisory Group
Washington
$19K – – –
HWA
820
HHM Wealth Advisors
Tennessee
$18K – – –
WAM
821
Worth Asset Management
Texas
$18K +$18K +150 New
HI
822
Hudock Inc
Pennsylvania
$17K – – –
CFN
823
Cordasco Financial Network
Florida
$17K – – –
IAS
824
IMA Advisory Services
Colorado
$16K -$26K -193 -62%
AA
825
Ancora Advisors
Ohio
$16K – – –
31 32
33
34 35