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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
$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 %
GAM
851
Gemmer Asset Management
California
$2K – – –
FMP
852
Financial Management Professionals
Texas
$1K – – –
ACA
853
Aptus Capital Advisors
Alabama
$1K – – –
IUHSA
854
Itau Unibanco Holding S.A.
Brazil
$1K +$1K +5 New
WIM
855
Westside Investment Management
California
$37 – – –
FGAM
856
Financial Gravity Asset Management
Texas
$10 -$968 -7,450 -99%
B
857
Barings
North Carolina
– -$49.2M -337,968 Closed
CHP
858
Cable Hill Partners
Oregon
– -$40.7M -279,703 Closed
CP
859
Castleview Partners
Texas
– -$1.77K -258,266 Closed
RWP
860
Reliant Wealth Planning
Kentucky
– -$19.4M -133,436 Closed
MCA
861
Magnolia Capital Advisors
Mississippi
– -$15.2M -104,551 Closed
SFS
862
Sowell Financial Services
Arkansas
– -$13.6M -93,227 Closed
CWG
863
Cornerstone Wealth Group
North Carolina
– -$12.8M -87,812 Closed
FSA
864
Financial Sense Advisors
California
– -$12.3M -84,763 Closed
FHA
865
First Horizon Advisors
Tennessee
– -$9.05M -62,170 Closed
SGI
866
Summit Global Investments
Utah
– -$8.8M -60,440 Closed
Lazard Asset Management
867
Lazard Asset Management
New York
– -$8.1M -55,673 Closed
CFG
868
Compton Financial Group
Maryland
– -$8.09M -55,587 Closed
Nomura Asset Management
869
Nomura Asset Management
Japan
– -$5.06M -34,780 Closed
Bank of Nova Scotia
870
Bank of Nova Scotia
Ontario, Canada
– -$4.7M -32,181 Closed
SRIM
871
Saratoga Research & Investment Management
California
– -$4.26M -29,268 Closed
MWM
872
Moulton Wealth Management
Washington
– -$3.39M -23,362 Closed
DP
873
Denver PWM
Colorado
– -$3.04M -20,992 Closed
BCM
874
BlueCrest Capital Management
Jersey
– -$2.87M -19,695 Closed
JSW
875
Journey Strategic Wealth
New Jersey
– -$2.66M -18,291 Closed
33 34
35
36 37