QUAL icon

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 %
PO
76
Private Ocean
California
$25.2M 225,606 -28,630 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$25.1M 224,549 +12,337 +6%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$24.7M 221,484 -1,063,465 -83%
AAS
79
Ameritas Advisory Services
Nebraska
$24.7M 220,961 -30,741 -12%
TF
80
TIAA FSB
Florida
$24.7M 220,908 +184,735 +511%
5L
81
55I LLC
Massachusetts
$24.4M 218,819 +11,902 +6%
PC
82
Permanens Capital
New York
$24.4M 218,375 -129,115 -37%
TWM
83
TMD Wealth Management
Arizona
$23.5M 209,994 +1,674 +0.8%
PS
84
Portfolio Strategies
New York
$22.9M 204,651 -4,701 -2%
BFPW
85
BOK Financial Private Wealth
Colorado
$22.8M 204,154 -4,620 -2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$22.6M 202,289 -16,220 -7%
AC
87
ASB Consultores
Florida
$22.5M 201,575 +69,986 +53%
SFI
88
SPC Financial Inc
Maryland
$22.4M 200,896 +7,960 +4%
FFA
89
Fragasso Financial Advisors
Pennsylvania
$22.2M 199,100 +6,871 +4%
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$22M 196,986 +23,728 +14%
SP
91
Symmetry Partners
Connecticut
$21.8M 194,993 +21,795 +13%
AF
92
Allworth Financial
California
$21.5M 192,668 -850,139 -82%
HCM
93
Hengehold Capital Management
Ohio
$21.1M 189,140 +2,967 +2%
Cerity Partners
94
Cerity Partners
New York
$20.5M 183,024 +84,937 +87%
SPIA
95
Strategic Point Investment Advisors
Rhode Island
$20.4M 182,329 -10,631 -6%
CFFP
96
Center for Financial Planning
Michigan
$20.1M 179,749 -11,234 -6%
SWP
97
Summit Wealth Partners
Florida
$20.1M 179,565 -15,342 -8%
SWMG
98
Sanchez Wealth Management Group
Florida
$19.8M 177,138 +835 +0.5%
PAG
99
Private Advisor Group
New Jersey
$19.6M 175,516 +15,687 +10%
IWS
100
Insight Wealth Strategies
California
$19.5M 174,627 -2,521 -1%
2 3
4
5 6