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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 %
BCM
101
Brookstone Capital Management
Illinois
$19.3M 166,712 +13,678 +9%
CG
102
CFO4Life Group
Texas
$18.9M 166,131 +2,959 +2%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$18.5M 165,652 +752 +0.5%
FG
104
Foster Group
Iowa
$18.4M 164,723 +14,443 +10%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$17.6M 157,224 -70,332 -31%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$17.5M 158,133 -1,281 -0.8%
FIA
107
Foundations Investment Advisors
Arizona
$17.3M 152,286 +6,979 +5%
ACM
108
Armbruster Capital Management
New York
$17M 152,520 +6,343 +4%
WCG
109
Weaver Consulting Group
California
$16.6M 148,250 -5,654 -4%
RCA
110
Resonant Capital Advisors
Wisconsin
$16.4M 146,756 +3,413 +2%
HSG
111
Helen Stephens Group
Texas
$16.3M 146,049 +4,822 +3%
DLIC
112
Daido Life Insurance Company
Japan
$16.3M 145,814 – –
SWP
113
Stratos Wealth Partners
Ohio
$15.9M 142,548 +19,074 +15%
FWIA
114
Fort Washington Investment Advisors
Ohio
$15.9M 142,015 -3,314 -2%
SWA
115
Sax Wealth Advisors
New Jersey
$15.6M 139,239 +1,546 +1%
CA
116
Centerpoint Advisors
Massachusetts
$15.4M 137,477 -3,481 -2%
TWA
117
Tillar-Wenstrup Advisors
Ohio
$15.3M 137,005 +4,495 +3%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.9M 133,399 -7,651 -5%
CSWG
119
Cardinal Strategic Wealth Guidance
Kentucky
$14.8M 132,816 +7,762 +6%
RWP
120
Reliant Wealth Planning
Kentucky
$14.8M 132,645 +132,645 New
LGA
121
Lebenthal Global Advisors
New York
$14.7M 131,759 +75,702 +135%
BWM
122
Baystate Wealth Management
Massachusetts
$14.4M 128,469 +9,001 +8%
MWP
123
Meridian Wealth Partners
Pennsylvania
$14.3M 128,397 +1,515 +1%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$14M 121,390 +11,824 +11%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$13.9M 124,266 +83 +0.1%
3 4
5
6 7