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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.

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)
1
Carson Wealth (CWM LLC)
Nebraska
$326M
2
GFS
2
GYL Financial Synergies
Connecticut
$83.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$184M
4
FA
4
Financial Advisors
Massachusetts
$41M
5
PC
5
Permanens Capital
New York
$46.8M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$81.3M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$8M
3
COF
3
Capital One Financial
Virginia
$7.1M
4
WA
4
Waddell & Associates
Tennessee
$690K
5
HI
5
Horizon Investments
North Carolina
$97.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$29.9M 221,878 +19,564 +10%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$29.4M 218,509 -26,859 -11%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$29.2M 216,981 +201,696 +1,320%
KCM
79
Kathmere Capital Management
Pennsylvania
$29.2M 216,928 +45,031 +26%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$28.6M 212,212 +3,178 +2%
PS
81
Portfolio Strategies
New York
$28.2M 209,352 -2,502 -1%
BFPW
82
BOK Financial Private Wealth
Colorado
$28.1M 208,774 -9,780 -4%
TWM
83
TMD Wealth Management
Arizona
$28M 208,320 -42,560 -17%
5L
84
55I LLC
Massachusetts
$27.9M 206,917 +6,130 +3%
SWA
85
Strategies Wealth Advisors
Michigan
$27.4M 203,759 +33,069 +19%
SOMRS
86
State of Michigan Retirement System
Michigan
$26.9M 199,550 +42,917 +27%
SWP
87
Summit Wealth Partners
Florida
$26.2M 194,907 -4,123 -2%
SPIA
88
Strategic Point Investment Advisors
Rhode Island
$26M 192,960 -16,271 -8%
SFI
89
SPC Financial Inc
Maryland
$26M 192,936 +7,311 +4%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$25.9M 192,229 +192,229 New
CFFP
91
Center for Financial Planning
Michigan
$25.7M 190,983 -19,053 -9%
HCM
92
Hengehold Capital Management
Ohio
$25.1M 186,173 +575 +0.3%
IWS
93
Insight Wealth Strategies
California
$23.8M 177,148 +2,405 +1%
SWMG
94
Sanchez Wealth Management Group
Florida
$23.7M 176,303 +2,623 +2%
PWMAG
95
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M 173,258 +49,398 +40%
SP
96
Symmetry Partners
Connecticut
$23.3M 173,198 +27,857 +19%
BAAM
97
Baker Avenue Asset Management
California
$23M 170,898 -2,061 -1%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$22.2M 164,900 +4,774 +3%
CG
99
CFO4Life Group
Texas
$22M 163,172 +6,533 +4%
PAG
100
Private Advisor Group
New Jersey
$21.5M 159,829 +9,356 +6%
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4
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