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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 %
Goldman Sachs
151
Goldman Sachs
New York
$10M 89,612 +11,329 +14%
UWPG
152
Ullmann Wealth Partners Group
Florida
$9.99M 89,436 -7,400 -8%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$9.81M 87,808 -9,531 -10%
AWA
154
ARQ Wealth Advisors
Arizona
$9.72M 86,985 +4,778 +6%
Jane Street
155
Jane Street
New York
$9.68M 86,617 +86,617 New
FM
156
Family Management
New York
$9.6M 85,946 -20,895 -20%
SAM
157
Silverhawk Asset Management
Arizona
$9.59M 85,790 +295 +0.3%
WFA
158
Wade Financial Advisory
California
$9.56M 85,532 +5,035 +6%
WFA
159
Wells Financial Advisors
Massachusetts
$9.4M 84,164 +1,377 +2%
RPCA
160
Running Point Capital Advisors
California
$9.38M 83,952 +2,181 +3%
EFL
161
ERn Financial LLC
Wisconsin
$9.22M 82,526 -7,478 -8%
CFC
162
Client First Capital
California
$9.03M 80,793 -529 -0.7%
AF
163
Apexium Financial
Texas
$8.88M 79,504 -32,509 -29%
BIA
164
Bell Investment Advisors
California
$8.83M 79,042 +79,042 New
MFG
165
Monumental Financial Group
Maryland
$8.8M 78,729 -30,181 -28%
FHA
166
First Horizon Advisors
Tennessee
$8.66M 77,504 +77,504 New
TFA
167
Tobias Financial Advisors
Florida
$8.62M 77,117 -6,695 -8%
E
168
Ergoteles
New York
$8.56M 76,568 +76,568 New
WP
169
WealthSource Partners
California
$8.55M 76,502 +12,327 +19%
SI
170
Stephens Inc
Arkansas
$8.52M 76,256 +3,464 +5%
TWM
171
Tradition Wealth Management
Minnesota
$8.34M 74,628 +4,998 +7%
NAM
172
Nissay Asset Management
Japan
$8.31M 74,335 – –
PFA
173
Pure Financial Advisors
California
$8.18M 73,174 +28,762 +65%
MA
174
Mutual Advisors
Nebraska
$8.17M 73,135 -5,759 -7%
Truist Financial
175
Truist Financial
North Carolina
$8.12M 72,687 -56,432 -44%
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