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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 %
LF
176
Lantz Financial
Illinois
$8.06M 72,119 -681 -0.9%
IC
177
Inscription Capital
Texas
$8.05M 72,053 +30 +0%
PWA
178
Pillar Wealth Advisors
Pennsylvania
$7.95M 71,111 +397 +0.6%
FSA
179
Financial Sense Advisors
California
$7.94M 71,070 +71,070 New
MCWS
180
McKinley Carter Wealth Services
West Virginia
$7.85M 70,285 -17,360 -20%
GHA
181
GW Henssler & Associates
Georgia
$7.81M 69,912 +738 +1%
NFC
182
Northeast Financial Consultants
Connecticut
$7.77M 69,535 +3,997 +6%
LCC
183
Lincoln Capital Corp
Rhode Island
$7.68M 68,742 -95 -0.1%
WWM
184
Windsor Wealth Management
Indiana
$7.66M 67,379 +8,608 +15%
EWS
185
Evergreen Wealth Solutions
Pennsylvania
$7.36M 65,893 -69,520 -51%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$7.35M 65,800 +47,100 +252%
DE
187
Day & Ennis
Georgia
$7.35M 65,783 -1,306 -2%
MBT
188
Montecito Bank & Trust
California
$7.13M 63,815 +78 +0.1%
TCA
189
Transcend Capital Advisors
New Jersey
$7.09M 63,432 -301 -0.5%
PI
190
PineBridge Investments
New York
$6.74M 60,321 +18,621 +45%
LCWP
191
Legacy Capital Wealth Partners
Arkansas
$6.67M 59,649 -184 -0.3%
CWM
192
Congress Wealth Management
Massachusetts
$6.59M 59,023 +30,706 +108%
PPFA
193
Provida Pension Fund Administrator
Chile
$6.59M 58,632 – –
KAS
194
Kestra Advisory Services
Texas
$6.58M 58,883 -15,548 -21%
NW
195
NewEdge Wealth
Pennsylvania
$6.57M 58,836 +1,826 +3%
SW
196
StrongBox Wealth
Missouri
$6.55M 58,653 +1,542 +3%
MFG
197
Merit Financial Group
Georgia
$6.38M 57,113 +15,339 +37%
IIA
198
IPG Investment Advisors
California
$6.34M 56,721 +1,915 +3%
ONB
199
Old National Bancorp
Indiana
$6.34M 56,710 +37,755 +199%
Prudential Financial
200
Prudential Financial
New Jersey
$6.28M 55,862 +6,585 +13%
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