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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 %
APA
251
American Portfolios Advisors
New York
$3.75M 28,498 +2,887 +11%
FAIM
252
Financial Advocates Investment Management
Washington
$3.74M 28,386 +5,523 +24%
CCA
253
Column Capital Advisors
Indiana
$3.74M 28,373 – –
SB
254
Strategic Blueprint
Georgia
$3.63M 27,529 -1,005 -4%
ACG
255
Allen Capital Group
Nebraska
$3.58M 27,157 +1,622 +6%
AWP
256
Ascent Wealth Partners
New York
$3.57M 27,129 -325 -1%
MAG
257
Mayfair Advisory Group
Alabama
$3.56M 27,232 +4,402 +19%
PA
258
PFG Advisors
Arizona
$3.55M 26,956 -545 -2%
WS
259
Wedbush Securities
California
$3.51M 26,679 +7,361 +38%
SPC
260
Sigma Planning Corp
Michigan
$3.51M 26,658 +4,264 +19%
DWT
261
Dorsey & Whitney Trust
South Dakota
$3.5M 26,569 +892 +3%
LWM
262
Lionsbridge Wealth Management
Florida
$3.49M 26,524 +5,728 +28%
MAG
263
MRA Advisory Group
New Jersey
$3.49M 26,509 -514 -2%
Renaissance Technologies
264
Renaissance Technologies
New York
$3.49M 26,500 +26,500 New
WB
265
WesBanco Bank
West Virginia
$3.48M 26,379 +20,448 +345%
AI
266
Atria Investments
North Carolina
$3.46M 26,293 +264 +1%
GWM
267
Geneos Wealth Management
Colorado
$3.46M 25,994 -796 -3%
MA
268
MBA Advisors
Pennsylvania
$3.41M 25,889 +1,271 +5%
LGA
269
Lebenthal Global Advisors
New York
$3.41M 25,855 -1,656 -6%
LFS
270
Lutz Financial Services
Nebraska
$3.35M 25,431 +8,107 +47%
MA
271
Mutual Advisors
Nebraska
$3.3M 25,062 -375 -1%
NW
272
NewEdge Wealth
Pennsylvania
$3.22M 24,449 +6,870 +39%
Creative Planning
273
Creative Planning
Kansas
$3.22M 24,407 -5,473 -18%
WQ
274
Wealth Quarterback
New Jersey
$3.18M 24,119 -1,533 -6%
WI
275
Wintrust Investments
Illinois
$3.15M 23,901 -1,030 -4%
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