QUAL icon

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
$326M
2
GFS
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
Financial Advisors
Massachusetts
$41M
5
PC
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$81.3M
2
PPFA
Provida Pension Fund Administrator
Chile
$8M
3
COF
Capital One Financial
Virginia
$7.1M
4
WA
Waddell & Associates
Tennessee
$690K
5
HI
Horizon Investments
North Carolina
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
826
City State Bank
Iowa
$15K – – –
TFA
827
Toth Financial Advisory
Virginia
$15K +$15K +113 New
PFBT
828
Parkside Financial Bank & Trust
Missouri
$14K – – –
OSNBOA
829
Old Second National Bank of Aurora
Illinois
$13K +$13K +95 New
CAL
830
Capital Analysts LLC
Pennsylvania
$11K – – –
FP
831
Financial Perspectives
Minnesota
$10.1K +$10.1K +75 New
DSC
832
Duncker Streett & Co
Missouri
$10K – – –
JWM
833
Janiczek Wealth Management
Colorado
$10K – – –
VNA
834
Valley National Advisers
Pennsylvania
$8K – – –
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$8K – – –
FRA
836
Front Row Advisors
California
$8K – – –
WA
837
Win Advisors
Florida
$8K +$8K +62 New
WB
838
West Bancorporation
Iowa
$7K -$30K -214 -81%
TAM
839
Townsend Asset Management
North Carolina
$7K – – –
EW
840
Element Wealth
Mississippi
$7K – – –
MAM
841
Meeder Asset Management
Ohio
$6K -$14.4K -108 -71%
Macquarie Group
842
Macquarie Group
Australia
$5.91K +$5.91K +43,882 New
KFS
843
Kelly Financial Services
Massachusetts
$5.04K – – –
BHWM
844
Beaird Harris Wealth Management
Texas
$5K -$3.21K -25 -39%
JHCP
845
Jackson Hole Capital Partners
Oklahoma
$5K – – –
OLVIG
846
Oliver Lagore Vanvalin Investment Group
Michigan
$4K -$4.2M -37,824 -100%
CPFP
847
Clear Perspectives Financial Planning
Ohio
$3K -$91.9K -766 -97%
PA
848
PSI Advisors
Florida
$3K – – –
AFS
849
Annapolis Financial Services
Maryland
$3K – – –
BBPWM
850
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
32 33
34
35 36