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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 %
ELI
201
Empire Life Investments
Ontario, Canada
$7.82M 58,047 +16,500 +40%
SW
202
StrongBox Wealth
Missouri
$7.69M 57,111 +1,560 +3%
NW
203
NewEdge Wealth
Pennsylvania
$7.68M 57,010 -408 -0.7%
LGA
204
Lebenthal Global Advisors
New York
$7.55M 56,057 +17,168 +44%
Lido Advisors
205
Lido Advisors
California
$7.5M 55,718 -972 -2%
IIA
206
IPG Investment Advisors
California
$7.38M 54,806 -32,564 -37%
HIP
207
HUB Investment Partners
Texas
$7.32M 54,363 +1,106 +2%
CA
208
CoreCap Advisors
Michigan
$7.17M 53,263 +1,432 +3%
GVAG
209
Great Valley Advisor Group
Delaware
$7.17M 50,012 +10,076 +25%
COF
210
Capital One Financial
Virginia
$7.1M 52,730 -514,701 -91%
CFO
211
Custos Family Office
Texas
$6.99M 51,897 +9,602 +23%
FA
212
FDx Advisors
Illinois
$6.87M 51,021 +35,058 +220%
OIA
213
OneDigital Investment Advisors
Kansas
$6.77M 50,295 +941 +2%
CF
214
Centaurus Financial
California
$6.76M 50,200 +883 +2%
CAG
215
Csenge Advisory Group
Florida
$6.75M 50,127 -15,082 -23%
Prudential Financial
216
Prudential Financial
New Jersey
$6.63M 49,277 +3,812 +8%
MWA
217
Motive Wealth Advisors
Michigan
$6.51M 48,372 +3,863 +9%
BIM
218
Bridges Investment Management
Nebraska
$6.45M 47,880 – –
MAM
219
Madison Asset Management
Wisconsin
$6.44M 47,831 +1,213 +3%
AWA
220
Amplius Wealth Advisors
Pennsylvania
$6.34M 47,060 +11,512 +32%
FTUS
221
Flow Traders U.S.
New York
$6.28M 46,678 +46,678 New
RF
222
Rollins Financial
Georgia
$6.26M 46,504 -800 -2%
PLU
223
Performa Ltd (US)
South Carolina
$6.26M 46,385 +79 +0.2%
WS
224
Wedbush Securities
California
$6.13M 45,542 +7,949 +21%
GIA
225
Gladstone Institutional Advisory
Florida
$6.07M 45,081 +11,595 +35%
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