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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 %
LWM
901
Lionsbridge Wealth Management
Florida
– – -1,531 Closed
Verition Fund Management
902
Verition Fund Management
Connecticut
– – -1,528 Closed
LA
903
LVW Advisors
New York
– – -1,526 Closed
BEAM
904
Baker Ellis Asset Management
Washington
– – -1,500 Closed
SFC
905
SYM Financial Corp
Indiana
– – -1,494 Closed
FFA
906
Freedman Financial Associates
Massachusetts
– – -1,262 Closed
AIM
907
Acropolis Investment Management
Missouri
– – -873 Closed
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -833 Closed
SCA
909
Sandy Cove Advisors
Massachusetts
– – -705 Closed
FFWM
910
Future Financial Wealth Management
Ohio
– – -560 Closed
CG
911
Cutler Group
California
– – -400 Closed
FPS
912
Fieldpoint Private Securities
Connecticut
– – -350 Closed
HA
913
Herold Advisors
New York
– – -250 Closed
PCG
914
Private Capital Group
Connecticut
– – -170 Closed
ZB
915
Zions Bancorporation
Utah
– – -167 Closed
FAG
916
Fortitude Advisory Group
Washington
– – -140 Closed
CFN
917
Cordasco Financial Network
Florida
– – -128 Closed
TFA
918
Toth Financial Advisory
Virginia
– – -113 Closed
FGAM
919
Financial Gravity Asset Management
Texas
– – -77 Closed
WB
920
West Bancorporation
Iowa
– – -50 Closed
GAM
921
Gemmer Asset Management
California
– – -22 Closed
IUHSA
922
Itau Unibanco Holding S.A.
Brazil
– – -5 Closed
FCAS
923
First Command Advisory Services
Texas
– – -1 Closed
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