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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 %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$21.5M 159,414 +2,892 +2%
WCG
102
Weaver Consulting Group
California
$20.7M 153,904 +2,743 +2%
FG
103
Foster Group
Iowa
$20.2M 150,280 +23,674 +19%
BCM
104
Brookstone Capital Management
Illinois
$20M 153,034 +8,607 +6%
MHS
105
M Holdings Securities
Oregon
$19.9M 147,751 +147,751 New
PP
106
Palladium Partners
Virginia
$19.8M 147,144 +651 +0.4%
ACM
107
Armbruster Capital Management
New York
$19.7M 146,177 +7,098 +5%
DLIC
108
Daido Life Insurance Company
Japan
$19.6M 145,814 – –
FWIA
109
Fort Washington Investment Advisors
Ohio
$19.6M 145,329 +6,973 +5%
RCA
110
Resonant Capital Advisors
Wisconsin
$19.3M 143,343 +4,681 +3%
HSG
111
Helen Stephens Group
Texas
$19M 141,227 +13,262 +10%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19M 141,050 -21,956 -13%
CA
113
Centerpoint Advisors
Massachusetts
$19M 140,958 +5,307 +4%
FIA
114
Foundations Investment Advisors
Arizona
$18.9M 145,307 +89,956 +163%
SWA
115
Sax Wealth Advisors
New Jersey
$18.5M 137,693 -1,450 -1%
EWS
116
Evergreen Wealth Solutions
Pennsylvania
$18.2M 135,413 -5,299 -4%
SF
117
Symphony Financial
Texas
$18.1M 139,960 +34,529 +33%
AWS
118
Atria Wealth Solutions
New York
$17.9M 132,815 +132,815 New
TWA
119
Tillar-Wenstrup Advisors
Ohio
$17.8M 132,510 -28,253 -18%
AC
120
ASB Consultores
Florida
$17.7M 131,589 +54,418 +71%
Truist Financial
121
Truist Financial
North Carolina
$17.4M 129,119 +16,210 +14%
MWP
122
Meridian Wealth Partners
Pennsylvania
$17.1M 126,882 +1,447 +1%
SRC
123
Shufro Rose & Co
New York
$16.8M 125,153 -3,082 -2%
CSWG
124
Cardinal Strategic Wealth Guidance
Kentucky
$16.8M 125,054 +24,638 +25%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$16.7M 124,183 +65,845 +113%
3 4
5
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