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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 %
Two Sigma Investments
201
Two Sigma Investments
New York
$6.27M 56,100 -24,500 -30%
CA
202
CoreCap Advisors
Michigan
$6.19M 55,414 +2,151 +4%
CFO
203
Custos Family Office
Texas
$6.18M 55,335 +3,438 +7%
Lido Advisors
204
Lido Advisors
California
$6.18M 55,304 -414 -0.7%
LIA
205
LS Investment Advisors
Michigan
$6.16M 55,141 -4,970 -8%
MWA
206
Motive Wealth Advisors
Michigan
$6.08M 54,409 +6,037 +12%
SW
207
SlateStone Wealth
Florida
$6.03M 53,926 +12,812 +31%
HIP
208
HUB Investment Partners
Texas
$6.02M 53,891 -472 -0.9%
B
209
Barings
North Carolina
$6.02M 53,896 +53,896 New
AIP
210
Almanack Investment Partners
Pennsylvania
$5.91M 52,887 -25,068 -32%
OIA
211
OneDigital Investment Advisors
Kansas
$5.9M 52,815 +2,520 +5%
PA
212
Parallel Advisors
California
$5.8M 51,891 -11,969 -19%
CA
213
CGN Advisors
Kansas
$5.68M 50,840 +7,609 +18%
FA
214
Fortis Advisors
Pennsylvania
$5.56M 118,383 -57,620 -33%
CF
215
Centaurus Financial
California
$5.52M 49,369 -831 -2%
RIA
216
Regal Investment Advisors
Michigan
$5.46M 48,895 +3,983 +9%
JPG
217
Jordan Park Group
California
$5.43M 48,636 -27,914 -36%
WWM
218
Western Wealth Management
Colorado
$5.34M 47,628 -19,674 -29%
FA
219
FDx Advisors
Illinois
$5.31M 47,528 -3,493 -7%
BIM
220
Bridges Investment Management
Nebraska
$5.3M 47,470 -410 -0.9%
ST
221
Spinnaker Trust
Maine
$5.3M 47,443 +19,788 +72%
TWC
222
TD Waterhouse Canada
Ontario, Canada
$5.29M 46,858 -13,174 -22%
MFP
223
Meridian Financial Partners
Virginia
$5.26M 44,225 +44,225 New
MAM
224
Madison Asset Management
Wisconsin
$5.24M 46,851 -980 -2%
MCM
225
MAI Capital Management
Ohio
$5.17M 46,223 +6,287 +16%
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