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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 %
SI
176
Stephens Inc
Arkansas
$9.8M 72,792 +2,746 +4%
IC
177
Inscription Capital
Texas
$9.7M 72,023 +96 +0.1%
PWA
178
Pillar Wealth Advisors
Pennsylvania
$9.52M 70,714 -945 -1%
SEM
179
Strategic Equity Management
Arizona
$9.41M 69,925 +596 +0.9%
TWM
180
Tradition Wealth Management
Minnesota
$9.37M 69,630 +3,933 +6%
GHA
181
GW Henssler & Associates
Georgia
$9.31M 69,174 +901 +1%
LCC
182
Lincoln Capital Corp
Rhode Island
$9.27M 68,837 -286 -0.4%
WWM
183
Western Wealth Management
Colorado
$9.06M 67,302 +29,993 +80%
DE
184
Day & Ennis
Georgia
$9.03M 67,089 -3,227 -5%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$8.94M 66,380 -2,214 -3%
NFC
186
Northeast Financial Consultants
Connecticut
$8.82M 65,538 +41,492 +173%
PA
187
Parallel Advisors
California
$8.71M 63,860 -10,908 -15%
WP
188
WealthSource Partners
California
$8.64M 64,175 +27,028 +73%
MBT
189
Montecito Bank & Trust
California
$8.58M 63,737 -426 -0.7%
TCA
190
Transcend Capital Advisors
New Jersey
$8.58M 63,733 +4,816 +8%
GSWM
191
Golden State Wealth Management
California
$8.49M 63,025 +3,948 +7%
WAS
192
Wealth Advisory Solutions
Indiana
$8.45M 62,791 +62,791 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$8.22M 60,032 -6,233 -9%
LIA
194
LS Investment Advisors
Michigan
$8.09M 60,111 +323 +0.5%
LCWP
195
Legacy Capital Wealth Partners
Arkansas
$8.06M 59,833 +59,833 New
TA
196
Tiedemann Advisors
New York
$8M 59,434 +53,265 +863%
PPFA
197
Provida Pension Fund Administrator
Chile
$8M 58,632 -553,027 -90%
FCAG
198
First Capital Advisors Group
New Jersey
$7.96M 59,130 -3,288 -5%
CAN
199
Claraphi Advisory Network
United States
$7.84M 58,246 +58,246 New
WWM
200
Windsor Wealth Management
Indiana
$7.82M 58,771 +5,284 +10%
6 7
8
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