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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 %
JIR
801
James Investment Research
Ohio
$12K 110 +110 New
OSNBOA
802
Old Second National Bank of Aurora
Illinois
$11K 95 – –
HFA
803
HC Financial Advisors
California
$10K 90 +90 New
CTB
804
Country Trust Bank
Illinois
$9K 84 -83 -50%
CAL
805
Capital Analysts LLC
Pennsylvania
$9K 83 – –
JWM
806
Janiczek Wealth Management
Colorado
$9K 76 – –
FP
807
Financial Perspectives
Minnesota
$8.44K 75 – –
DSC
808
Duncker Streett & Co
Missouri
$8K 72 – –
GC
809
Gould Capital
Washington
$8K 72 +72 New
UWM
810
Urban Wealth Management
California
$8K 75 +75 New
VNA
811
Valley National Advisers
Pennsylvania
$7K 58 – –
FRA
812
Front Row Advisors
California
$7K 59 – –
KSWA
813
Kathleen S. Wright Associates
Pennsylvania
$7K 60 – –
WA
814
Win Advisors
Florida
$7K 62 – –
TAM
815
Townsend Asset Management
North Carolina
$6K 50 – –
EW
816
Element Wealth
Mississippi
$5K 49 – –
NFSG
817
Newbridge Financial Services Group
Florida
$5K 41 +41 New
KFS
818
Kelly Financial Services
Massachusetts
$4.2K 38 +1 +3%
BHWM
819
Beaird Harris Wealth Management
Texas
$4K 39 – –
JHCP
820
Jackson Hole Capital Partners
Oklahoma
$4K 34 – –
OLVIG
821
Oliver Lagore Vanvalin Investment Group
Michigan
$4K 36 – –
CPFP
822
Clear Perspectives Financial Planning
Ohio
$3K 25 – –
PA
823
PSI Advisors
Florida
$3K 24 – –
SIS
824
Sound Income Strategies
Florida
$3K 25 +25 New
GI
825
Gradient Investments
Minnesota
$3K 26 +26 New
31 32
33
34 35