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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 %
PBF
876
Petix & Botte Financial
California
– – -1,835 Closed
DC
877
Davenport & Co
Virginia
– – -1,826 Closed
TLFA
878
True Link Financial Advisors
California
– – -1,771 Closed
NA
879
Nottingham Advisors
New York
– – -1,739 Closed
GSIS
880
Global Strategic Investment Solutions
Arizona
– – -1,715 Closed
CL
881
CPWM LLC
Washington
– – -1,691 Closed
OPCM
882
Osborne Partners Capital Management
California
– – -1,690 Closed
FWM
883
Frontier Wealth Management
Missouri
– – -1,690 Closed
GM
884
GeoWealth Management
Illinois
– – -1,676 Closed
IWA
885
Intercontinental Wealth Advisors
Texas
– – -1,675 Closed
CRC
886
Curi RMB Capital
Illinois
– – -1,669 Closed
DT
887
Daniels + Tansey
Delaware
– – -1,663 Closed
KFC
888
Klingenstein Fields & Co
New York
– – -1,658 Closed
CA
889
Cambridge Advisors
Nebraska
– – -1,653 Closed
V
890
Veritable
Delaware
– – -1,642 Closed
IC
891
IEQ Capital
California
– – -1,637 Closed
HBWM
892
Hollow Brook Wealth Management
New York
– – -1,631 Closed
APW
893
Austin Private Wealth
Texas
– – -1,624 Closed
CWM
894
C2C Wealth Management
Arizona
– – -1,618 Closed
LW
895
Linscomb Wealth
Texas
– – -1,572 Closed
KWM
896
Keebeck Wealth Management
Illinois
– – -1,566 Closed
MCM
897
Murphy Capital Management
New Jersey
– – -1,555 Closed
FRA
898
Frank Rimerman Advisors
California
– – -1,551 Closed
ACS
899
Archford Capital Strategies
Illinois
– – -1,535 Closed
LA
900
Legacy Advisors
Pennsylvania
– – -1,534 Closed
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