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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 %
SWP
126
Stratos Wealth Partners
Ohio
$16.6M 123,474 +54,034 +78%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$16.6M 123,139 -26,622 -18%
MPW
128
MA Private Wealth
California
$16.5M 122,665 +6,464 +6%
HCP
129
Holt Capital Partners
Texas
$16.1M 119,629 +4,566 +4%
BWM
130
Baystate Wealth Management
Massachusetts
$16.1M 119,468 +119,468 New
BWA
131
BDO Wealth Advisors
Florida
$16M 118,739 -2,114 -2%
AF
132
Apexium Financial
Texas
$16M 112,013 -116 -0.1%
GWAG
133
Garrett Wealth Advisory Group
Texas
$15.7M 116,341 -19,033 -14%
WWM
134
Wiser Wealth Management
Georgia
$15.2M 112,691 +9,029 +9%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$14.9M 109,566 +34,501 +46%
SAS
136
Sage Advisory Services
Texas
$14.7M 109,117 +109,117 New
MFG
137
Monumental Financial Group
Maryland
$14.7M 108,910 +6,560 +6%
FM
138
Family Management
New York
$14.4M 106,841 +106,841 New
PA
139
Prism Advisors
California
$14M 103,885 +9,047 +10%
DWM
140
Doyle Wealth Management
Florida
$13.8M 102,800 +35,368 +52%
IB
141
Intrust Bank
Kansas
$13.8M 102,697 +4,035 +4%
1832 Asset Management
142
1832 Asset Management
Ontario, Canada
$13.7M 101,998 +7,278 +8%
ASW
143
Astoria Strategic Wealth
Texas
$13.5M 100,482 +4,659 +5%
SCM
144
Stonehearth Capital Management
Massachusetts
$13.3M 98,795 -2,082 -2%
Cerity Partners
145
Cerity Partners
New York
$13.2M 98,087 +1,804 +2%
TWM
146
Trinity Wealth Management
Pennsylvania
$13.1M 97,408 +2,108 +2%
UWPG
147
Ullmann Wealth Partners Group
Florida
$13M 96,836 +1,348 +1%
FA
148
Fortis Advisors
Pennsylvania
$12.6M 176,003 +349 +0.2%
AC
149
Apella Capital
Connecticut
$12.4M 92,343 +18,610 +25%
AWAG
150
ARS Wealth Advisors Group
Florida
$12.3M 91,665 +1,720 +2%
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