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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.49B 13,299,199 +121,271 +0.9%
Bank of America
2
Bank of America
North Carolina
$1.3B 11,644,129 -236,093 -2%
LPL Financial
3
LPL Financial
California
$981M 8,782,484 -144,954 -2%
Morgan Stanley
4
Morgan Stanley
New York
$562M 5,025,746 -279,678 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$559M 5,005,056 +142,674 +3%
Ameriprise
6
Ameriprise
Minnesota
$515M 4,601,702 -733,358 -14%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$451M 4,035,146 +211,582 +6%
KeyBank National Association
8
KeyBank National Association
Ohio
$448M 4,007,955 -108,467 -3%
UBS Group
9
UBS Group
Switzerland
$438M 3,921,602 +148,164 +4%
RBA
10
Richard Bernstein Advisors
New York
$379M 3,389,813 +17,253 +0.5%
BlackRock
11
BlackRock
New York
$364M 3,254,449 -458,695 -12%
Wells Fargo
12
Wells Fargo
California
$314M 2,811,841 -101,164 -3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$264M 2,358,669 -39,149 -2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$255M 2,281,601 -142,354 -6%
M&T Bank
15
M&T Bank
New York
$215M 1,922,578 +271,159 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$175M 1,570,395 -37,669 -2%
CWM
17
Connecticut Wealth Management
Connecticut
$153M 1,365,048 +42,748 +3%
BTI
18
Blue Trust Inc
Georgia
$152M 1,126,948 +1,126,948 New
CPO
19
Cerity Partners OCIO
New York
$148M 1,326,352 +21,311 +2%
WBG
20
Wharton Business Group
Pennsylvania
$135M 1,209,006 +58,724 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$112M 1,000,930 -3,646 -0.4%
Stifel Financial
22
Stifel Financial
Missouri
$105M 941,146 +12,396 +1%
SW
23
SVB Wealth
Massachusetts
$96M 859,540 +612,054 +247%
RJA
24
Raymond James & Associates
Florida
$89.8M 804,047 +28,892 +4%
SMA
25
Sage Mountain Advisors
Georgia
$87.1M 779,624 +44,473 +6%
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