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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 %
SRC
126
Shufro Rose & Co
New York
$13.8M 123,593 -1,560 -1%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$13.6M 122,040 -1,099 -0.9%
MHS
128
M Holdings Securities
Oregon
$13.5M 121,241 -26,510 -18%
DWM
129
Doyle Wealth Management
Florida
$13.4M 119,561 +16,761 +16%
AC
130
Apella Capital
Connecticut
$13M 116,199 +23,856 +26%
HCP
131
Holt Capital Partners
Texas
$12.9M 115,118 -4,511 -4%
AWS
132
Atria Wealth Solutions
New York
$12.8M 114,869 -17,946 -14%
PA
133
Prism Advisors
California
$12.7M 114,070 +10,185 +10%
SF
134
Symphony Financial
Texas
$12.6M 111,835 -28,125 -20%
BWA
135
BDO Wealth Advisors
Florida
$12.6M 112,672 -6,067 -5%
SAS
136
Sage Advisory Services
Texas
$12.3M 109,951 +834 +0.8%
MPW
137
MA Private Wealth
California
$12.2M 108,034 -14,631 -12%
CAN
138
Cetera Advisor Networks
California
$11.7M 105,006 +22,213 +27%
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$11.7M 104,968 +2,970 +3%
SCM
140
Stonehearth Capital Management
Massachusetts
$11.7M 100,942 +2,147 +2%
AT
141
American Trust
Kentucky
$11.4M 102,342 +21,218 +26%
TWM
142
Trinity Wealth Management
Pennsylvania
$11.4M 102,278 +4,870 +5%
DWM
143
Dakota Wealth Management
Florida
$11.3M 100,920 +23,989 +31%
IB
144
Intrust Bank
Kansas
$11.2M 100,379 -2,318 -2%
CAL
145
Capital Advisors Ltd
Ohio
$11.1M 99,001 +7,546 +8%
GWAG
146
Garrett Wealth Advisory Group
Texas
$10.8M 96,872 -19,469 -17%
VHAM
147
Van Hulzen Asset Management
California
$10.4M 93,398 +8,350 +10%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$10.4M 92,874 +26,494 +40%
AWAG
149
ARS Wealth Advisors Group
Florida
$10.4M 92,809 +1,144 +1%
JIP
150
Jaffetilchin Investment Partners
Florida
$10.4M 92,655 -6,937 -7%
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