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 %
AWM
876
Aries Wealth Management
Maine
– -$2.47M -16,951 Closed
Renaissance Technologies
877
Renaissance Technologies
New York
– -$2.1M -14,400 Closed
JWM
878
Jackson Wealth Management
Florida
– -$2.08M -14,298 Closed
GB
879
Gunma Bank
Japan
– -$2.04M -14,000 Closed
MTWM
880
Masso Torrence Wealth Management
New Jersey
– -$1.91M -13,086 Closed
SSWM
881
Smith Salley Wealth Management
North Carolina
– -$1.86M -12,799 Closed
MMA
882
Miracle Mile Advisors
California
– -$1.86M -12,767 Closed
CA
883
Corrado Advisors
New Jersey
– -$1.51M -10,398 Closed
CA
884
Calton & Associates
Florida
– -$1.26M -8,638 Closed
BAM
885
Bruderman Asset Management
New York
– -$944K -6,516 Closed
PCIG
886
Partners Capital Investment Group
Massachusetts
– -$944K -6,487 Closed
PCM
887
Prelude Capital Management
New York
– -$762K -5,233 Closed
BCM
888
Barometer Capital Management
Ontario, Canada
– -$713K -4,900 Closed
TC
889
Telemus Capital
Michigan
– -$677K -4,653 Closed
GFPC
890
Global Financial Private Client
Florida
– -$647K -4,447 Closed
JG
891
Jefferies Group
New York
– -$618K -4,242 Closed
CWG
892
Crown Wealth Group
North Carolina
– -$612K -4,202 Closed
VIA
893
Vident Investment Advisory
Georgia
– -$610K -4,192 Closed
GIM
894
Goelzer Investment Management
Indiana
– -$594K -4,078 Closed
DS
895
Dudley & Shanley
Florida
– -$584K -4,012 Closed
DCM
896
Donaldson Capital Management
Indiana
– -$528K -3,624 Closed
IFG
897
Investors Financial Group
Minnesota
– -$513K -3,525 Closed
GCP
898
GSA Capital Partners
United Kingdom
– -$492K -3,378 Closed
ARC
899
Advisor Resource Council
Texas
– -$438K -3,004 Closed
Neuberger Berman Group
900
Neuberger Berman Group
New York
– -$434K -2,984 Closed
34 35
36
37 38