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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

765 hedge funds and large institutions have $16.8B invested in iShares MSCI USA Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 336 increasing their positions, 216 reducing their positions, and 29 closing their positions.

Holders
765
Holders Change
+50
Holders Change %
+6.99%
% of All Funds
13.44%
Holding in Top 10
112
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.8%
% of All Funds
1.97%
New
91
Increased
336
Reduced
216
Closed
29
Calls
$27.8M
Puts
$1.78M
Net Calls
+$26M
Net Calls Change
-$25.9M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$178M
2
B
2
Barings
North Carolina
$90M
3
HI
3
Horizon Investments
North Carolina
$243M
4
Morgan Stanley
4
Morgan Stanley
New York
$676M
5
Stifel Financial
5
Stifel Financial
Missouri
$78.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$423M
2
AWM
2
AE Wealth Management
Kansas
$27.2M
3
NAM
3
Nissay Asset Management
Japan
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$5.77M
5
RJA
5
Raymond James & Associates
Florida
$88.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
226
Waldron Private Wealth
Pennsylvania
$4.73M 35,919 +35,919 New
SWM
227
Spire Wealth Management
Virginia
$4.73M 35,871 +8,387 +31%
CG
228
Caprock Group
Idaho
$4.71M 35,714 -228 -0.6%
MIAN
229
Mariner Independent Advisor Network
Kansas
$4.7M 35,608 +1,145 +3%
RVPG
230
Relative Value Partners Group
$4.65M 35,311 -422 -1%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$4.64M 35,205 +17,159 +95%
MFG
232
Merit Financial Group
Georgia
$4.58M 34,736 -729 -2%
BCMO
233
Buckingham Capital Management (Ohio)
Ohio
$4.55M 34,561 -887 -3%
TC
234
Tacita Capital
Ontario, Canada
$4.54M 34,425 -290 -0.8%
GRP
235
Global Retirement Partners
California
$4.52M 34,332 -126 -0.4%
UCFA
236
United Capital Financial Advisors
Texas
$4.51M 34,206 -797 -2%
FFG
237
Ford Financial Group
California
$4.5M 34,157 -293 -0.9%
MCM
238
MAI Capital Management
Ohio
$4.46M 33,828 +114 +0.3%
SW
239
SlateStone Wealth
Florida
$4.42M 33,583 +4,236 +14%
AT
240
Arden Trust
Delaware
$4.4M 33,433 +6,226 +23%
PAMS
241
Pictet Asset Management (Switzerland)
Switzerland
$4.36M 33,135 +33,135 New
RTL
242
Red Tortoise LLC
Georgia
$4.31M 41,443 +41,443 New
CA
243
Cetera Advisors
Colorado
$4.3M 32,674 +9,695 +42%
FF
244
FourThought Financial
Florida
$4.16M 31,559 -17 -0.1%
PFA
245
Pure Financial Advisors
California
$4.05M 30,733 +12,119 +65%
VIM
246
Vista Investment Management
Pennsylvania
$3.98M 30,180 +91 +0.3%
GIA
247
Gladstone Institutional Advisory
Florida
$3.9M 29,590 +5,830 +25%
LNB
248
Ledyard National Bank
$3.86M 29,325 -2,500 -8%
CWG
249
Cornerstone Wealth Group
North Carolina
$3.83M 29,057 +1,209 +4%
AF
250
Advisornet Financial
Minnesota
$3.81M 28,918 -1,663 -5%
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10
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