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 %
HWIS
901
Hancock Whitney Investment Services
Louisiana
– -$389K -2,670 Closed
FANJ
902
Financial Architects (New Jersey)
New Jersey
– -$385K -2,646 Closed
WOSD
903
WFA of San Diego
California
– -$343K -2,355 Closed
CA
904
Crumly & Associates
Illinois
– -$312K -2,327 Closed
Fisher Asset Management
905
Fisher Asset Management
Washington
– -$338K -2,319 Closed
ACM
906
AlphaStar Capital Management
North Carolina
– -$292K -2,102 Closed
TI
907
Trexquant Investment
Connecticut
– -$301K -2,068 Closed
HWM
908
Hohimer Wealth Management
Washington
– -$276K -1,899 Closed
BHTS
909
Bar Harbor Trust Services
Maine
– -$255K -1,749 Closed
EWP
910
Engrave Wealth Partners
Texas
– -$245K -1,684 Closed
MGIA
911
Moneta Group Investment Advisors
Missouri
– -$240K -1,649 Closed
KPWS
912
Kestra Private Wealth Services
Texas
– -$237K -1,630 Closed
CAM
913
Concorde Asset Management
Michigan
– -$236K -1,622 Closed
CAM
914
Cidel Asset Management
Ontario, Canada
– -$225K -1,545 Closed
RFC
915
Regions Financial Corp
Alabama
– -$217K -1,494 Closed
BCM
916
BTR Capital Management
California
– -$213K -1,463 Closed
PFO
917
Pathstone Family Office
New Jersey
– -$212K -1,455 Closed
CPW
918
Catalyst Private Wealth
California
– -$210K -1,443 Closed
WMA
919
Wealth Management Associates
New Jersey
– -$209K -1,434 Closed
FWM
920
Fairhaven Wealth Management
Illinois
– -$207K -1,421 Closed
AWA
921
Archvest Wealth Advisors
California
– -$205K -1,410 Closed
KCPG
922
Kavar Capital Partners Group
Kansas
– -$204K -1,403 Closed
HIIFS
923
Harel Insurance Investments & Financial Services
Israel
– -$204K -1,400 Closed
HCA
924
Horan Capital Advisors
Ohio
– -$201K -1,381 Closed
RWA
925
RGT Wealth Advisors
Texas
– -$152K -1,044 Closed
34 35 36
37
38