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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

862 hedge funds and large institutions have $19.4B invested in iShares MSCI USA Quality Factor ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 360 increasing their positions, 219 reducing their positions, and 47 closing their positions.

Holders
862
Holders Change
+97
Holders Change %
+12.68%
% of All Funds
13.31%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.84%
New
159
Increased
360
Reduced
219
Closed
47
Calls
$4.05M
Puts
$1M
Net Calls
+$3.05M
Net Calls Change
-$23M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$198M
2
MWM
2
Merriman Wealth Management
Washington
$212M
3
AWM
3
AE Wealth Management
Kansas
$113M
4
CAM
4
Cresset Asset Management
Illinois
$82.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93B

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$22.8M
2
HI
2
Horizon Investments
North Carolina
$170M
3
PI
3
PFS Investments
Georgia
$66.5M
4
B
4
Barings
North Carolina
$49.2M
5
QA
5
Quantitative Advantage
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
226
Woodmont Investment Counsel
Tennessee
$6.34M 43,549 +135 +0.3%
CFO
227
Custos Family Office
Texas
$6.16M 42,295 +42,295 New
ELI
228
Empire Life Investments
Ontario, Canada
$6.05M 41,547 +33,200 +398%
BCI
229
Brinker Capital Investments
Pennsylvania
$6.05M 41,518 -2,249 -5%
RTL
230
Red Tortoise LLC
Georgia
$6.04M 41,504 +61 +0.1%
FS
231
Ferguson Shapiro
Georgia
$5.94M 40,820 -2,450 -6%
SMG
232
Smart Money Group
Texas
$5.82M 39,952 -8,408 -17%
MCM
233
MAI Capital Management
Ohio
$5.76M 39,537 +5,709 +17%
RPSA
234
Richard P. Slaughter Associates
Texas
$5.73M 39,359 +242 +0.6%
MIAN
235
Mariner Independent Advisor Network
Kansas
$5.69M 39,146 +3,538 +10%
LGA
236
Lebenthal Global Advisors
New York
$5.66M 38,889 +13,034 +50%
CA
237
CGN Advisors
Kansas
$5.55M 38,094 -6,972 -15%
OLVIG
238
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51M 37,860 +37,860 New
WS
239
Wedbush Securities
California
$5.47M 37,593 +10,914 +41%
WWM
240
Western Wealth Management
Colorado
$5.43M 37,309 +37,309 New
BRWA
241
B. Riley Wealth Advisors
Florida
$5.42M 37,245 -318 -0.8%
WP
242
WealthSource Partners
California
$5.41M 37,147 -1,150 -3%
GVAG
243
Great Valley Advisor Group
Delaware
$5.35M 39,936 +865 +2%
SWM
244
Spire Wealth Management
Virginia
$5.29M 36,316 +445 +1%
WB
245
WesBanco Bank
West Virginia
$5.28M 36,283 +9,904 +38%
PFA
246
Pure Financial Advisors
California
$5.27M 36,189 +5,456 +18%
KFGK
247
Keystone Financial Group (Kentucky)
Kentucky
$5.22M 35,824 -4,476 -11%
CG
248
Caprock Group
Idaho
$5.18M 35,554 -160 -0.4%
AWA
249
Amplius Wealth Advisors
Pennsylvania
$5.17M 35,548 +35,548 New
BWM
250
BCGM Wealth Management
Indiana
$5.16M 35,440 -1,083 -3%
8 9
10
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