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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 %
CTA
851
Colonial Trust Advisors
South Carolina
– – -4,350 Closed
ANTB
852
AMG National Trust Bank
Colorado
– – -4,000 Closed
RTS
853
Round Table Services
New Jersey
– – -3,839 Closed
STB
854
S&T Bank
Pennsylvania
– – -3,818 Closed
Qube Research & Technologies (QRT)
855
Qube Research & Technologies (QRT)
United Kingdom
– – -3,787 Closed
AWM
856
Axxcess Wealth Management
California
– – -3,396 Closed
CM
857
Columbus Macro
Pennsylvania
– – -3,396 Closed
MCM
858
Moore Capital Management
New York
– – -3,370 Closed
PA
859
Procyon Advisors
Connecticut
– – -3,365 Closed
CSPAM
860
Cary Street Partners Asset Management
Virginia
– – -3,242 Closed
SOS
861
Silver Oak Securities
Tennessee
– – -2,964 Closed
FS
862
Ferguson Shapiro
Georgia
– – -2,774 Closed
FFC
863
Fure Financial Corporation
Minnesota
– – -2,622 Closed
DIA
864
Dana Investment Advisors
Wisconsin
– – -2,608 Closed
EI
865
Ethic Inc
New York
– – -2,513 Closed
LA
866
Latitude Advisors
Florida
– – -2,431 Closed
OCM
867
One Capital Management
California
– – -2,361 Closed
T
868
TCWP
Ohio
– – -2,321 Closed
LC
869
Lavaca Capital
Texas
– – -2,313 Closed
CRI
870
Colonial River Investments
Virginia
– – -2,268 Closed
CAG
871
Curtis Advisory Group
California
– – -2,215 Closed
AWA
872
Arete Wealth Advisors
Illinois
– – -2,084 Closed
MWM
873
Modera Wealth Management
New Jersey
– – -2,051 Closed
BZWA
874
Blue Zone Wealth Advisors
California
– – -1,927 Closed
PAM
875
Palisade Asset Management
Minnesota
– – -1,907 Closed
33 34
35
36 37