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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 %
CAL
151
Capital Advisors Ltd
Ohio
$12.3M 91,455 +1,538 +2%
WSTAM
152
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M 97,339 -11,369 -10%
EFL
153
ERn Financial LLC
Wisconsin
$12.1M 90,004 -5,544 -6%
MCWS
154
McKinley Carter Wealth Services
West Virginia
$11.8M 87,645 -9,723 -10%
JIP
155
Jaffetilchin Investment Partners
Florida
$11.7M 99,592 +84,491 +560%
SAM
156
Silverhawk Asset Management
Arizona
$11.5M 85,495 +8,962 +12%
VHAM
157
Van Hulzen Asset Management
California
$11.5M 85,048 +8,555 +11%
MIAN
158
Mariner Independent Advisor Network
Kansas
$11.3M 84,355 +45,209 +115%
TFA
159
Tobias Financial Advisors
Florida
$11.3M 83,812 +83,812 New
CAN
160
Cetera Advisor Networks
California
$11.1M 82,793 -5,744 -6%
WFA
161
Wells Financial Advisors
Massachusetts
$11.1M 82,787 +2,635 +3%
AWA
162
ARQ Wealth Advisors
Arizona
$11.1M 82,207 +16,675 +25%
RPCA
163
Running Point Capital Advisors
California
$11M 81,771 +2,128 +3%
CFC
164
Client First Capital
California
$10.9M 81,322 +2,446 +3%
AT
165
American Trust
Kentucky
$10.9M 81,124 +81,124 New
Two Sigma Investments
166
Two Sigma Investments
New York
$10.9M 80,600 -194,000 -71%
WFA
167
Wade Financial Advisory
California
$10.8M 80,497 +15,524 +24%
MA
168
Mutual Advisors
Nebraska
$10.6M 78,894 +13,998 +22%
Goldman Sachs
169
Goldman Sachs
New York
$10.5M 78,283 -21,346 -21%
AIP
170
Almanack Investment Partners
Pennsylvania
$10.5M 77,955 +77,955 New
DWM
171
Dakota Wealth Management
Florida
$10.4M 76,931 +2,000 +3%
JPG
172
Jordan Park Group
California
$10.3M 76,550 -23,243 -23%
KAS
173
Kestra Advisory Services
Texas
$10M 74,431 +409 +0.6%
NAM
174
Nissay Asset Management
Japan
$10M 74,335 -89,399 -55%
LF
175
Lantz Financial
Illinois
$9.8M 72,800 +105 +0.1%
5 6
7
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